About Netto

Certified Financial Planner (CFP®) Professionals – Netto Invest

We are a team of Independent Investment Planners who really get to know and understand you. Our goal is to form a successful relationship with you, provide insightful financial planning and ensure that this is effectively managed. We will work together with you to implement investment strategies that will assist you in achieving your financial goals, taking your personal needs into account. At Netto Invest we take a holistic and long-term look at your lifestyle goals and how we can best plan ahead for your future.

The Netto Invest planning team are all CERTIFIED FINANCIAL PLANNER® professionals in addition to being either Chartered Accountants or Lawyers. Netto is a FSB approved Discretionary Portfolio Manager and we are proud to have two Financial Planner of the Year award recipients at the helm. The combined expertise and experience of the team enable us to provide well-researched, comprehensive and independent advice to retirees, investors and business owners.

Netto Invest is a practice of CERTIFIED FINANCIAL PLANNER (CFP®) professionals based in Pinelands, Cape Town.

At Netto we specialise in helping clients in three distinct categories:

  • retiring and needing appropriate investment strategies to maintain their lifestyle
  • entrepreneurs or self-employed professionals
  • employees earning in excess of R650,000 per annum.

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 PLANNER (CFP®) professionals providing well-researched, objective financial advice to both businesses and individuals.

Individuals, Investment and Financial Planning

We consult and advise on:

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

Business Financial Planning

We consult and advise on:

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

Alliances and Associates

Over the 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.

 

certified financial planner

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