Netto Financial Services is a practice of certified financial planners based in Pinelands, Cape Town.

The practice was founded in 1989 and is owned by Debbie Netto-Jonker and Ian Beere. Both Ian and Debbie have been awarded the esteemed Financial Planning Institute/Personal Finance Financial Planner of the Year award, the ultimate industry recognition for excellence in financial planning in South Africa. We are independent fee-based certified financial planners providing well-researched, objective financial advice to both businesses and individuals.

Business Financial Planning

We consult and advise on:

• employee benefits and group schemes (pensions and provident funds, group life and disability assurance
• tax planning
• business assurance (key-man cover and buy-sell agreements)
• business structures and continuity planning

Individuals’ Investment and Financial Planning

We consult and advise on:

• investment planning – local and offshore investment advice
• retirement planning
• retrenchment planning
• estate planning and advice
• life and disability risk management and advice
• portfolio monitoring and review

Over years we have built an extensive network of strategic alliances with reputable financial service providers and associates. Among our professional associates we include tax specialists, accountants, lawyers, short-term insurance brokers and investment analysts. These strong relationships enable us to offer a complete set of financial planning services. We can assist you with structuring local and offshore business entities to minimize your tax liability, and with tax planning advice for investments, trusts, and personal or business remuneration.

Legal matters » Partnerships and business agreements » Creation/administration of trusts » Drafting of wills and appointment of executors » Company and Close Corporation formation	Short term insurance » Business asset insurance » Professional indemnity cover » Household insurance » Vehicle insurance
Finance » Business finance » Housing bonds » Equipment finance	Tax & Accounting » Accounting » Advice concerning income tax and capital gains tax » Tax administration » Auditing

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