Netto Financial Services
Financial Planning South Africa

At Netto we pride ourselves on our client service.

We build strong relationships with our clients because we really care about every aspect of their wellbeing. As a result our clients experience the peace of mind that comes from knowing we have their best interests at heart.

They appreciate us and we appreciate them. It's a win-win situation!

Here are some samples of what our clients have said about us

Des Kruger

Des, a director of Mallinicks Tax Pty (Ltd) who has written numerous books on the subject of tax, was Netto Financial Services' first-ever client. He is also among those who encouraged Debbie to start a financial planning practice, her long-held dream.

"Debbie has a very emphatic approach to people and is very caring. That is the starting point," says Des, who leaves his financial affairs - from risk cover to retirement planning - in the hands of Netto Financial Services.

Des says he has no hesitation referring Netto Financial Services to others.

"They have always been proactive. There is an annual review, where we make adjustments where necessary.
I don't get time to look after myself. It is nice to have someone else 'worrying about me' "
.


Colin Firer

University of Cape Town finance professor Colin Firer, says that he has appreciated the objectivity and structure Netto Financial Services has given to his personal finances.

"This is a very subjective area. I take the opportunity at our bi-annual reviews to bounce my thoughts off an objective practitioner."

He also likes the fact that 'everything just happens'.

"It's not just about the advice on investments. Netto Financial Services has a holistic approach to planning and keeps up-to-date copies of my important personal documentation."
.


Mrs M. du P.

Some of our clients even remember OUR birthdays!

Dear Debbie

I am off to Wellington this afternoon to attend a week-long working session on Afrikaans spelling rules, and will be trapped in a bubble of sorts, making it unable for me to write you an e-mail on the 22nd.

So herewith an early birthday wish: May Thursday be a day of gladness and the new year that lies ahead for you be filled with success, happiness and lots of moments that deserve to be cherished.

With much appreciation, as always, for the financial security and peace of mind you and your company provide.


Mr D. van V.

This note from a client who contacted us needing the balance of their investment account and portfolio details urgently for a tax declaration...

Hi Joan,

Wow! This balance is much more that I expected it to be. Hallelujah!

I so appreciate Netto, and clearly (at the encouragement of my sister, R. van V.) we did well to make this investment way back when. WELL DONE!


Mr and Mrs M.N.

This note was from a retired couple who value the peace of mind they get from their annual financial review.

Hi Ian and Morne,

M. and I would like to thank you for the lunch on Friday and especially for the diligent way you look after our finances. We have been sleeping well since our meeting!

Warm regards
M & S


Mrs M. du Pl.

Birthday wishes and appreciation for Cameron this time!

Hi Cameron,

Seeing as it's the Easter weekend I doubt whether you will get to read this e-mail on the day, but at least you will know that I thought of you.

My best wishes to you for the new year that lies ahead, and many thanks for looking after my financial affairs so well. The security that Netto offers gives me complete peace of mind, something that I value enormously.

All the best, and warm wishes
M


Mr and Mrs C. B.

Cameron's eye for accurate details wins him a client's thanks...

Hello Cameron,

Thanks for the interview today. Guess what, you were right! The figures I gave you were correct but after I had written them down at home I failed to subtract the medical expenses. So in the end Rxxx is a good enough guess at the tax, making a new RA unnecessary. But could I ask you to file the documents because as the year goes on I may come back to it, likely at Rxx per mnth depending on what else occurs.

Thank you very much for your time, your advice and getting it right!

All best wishes from
C.B.


Another recent satisfied client letter:

netto client service




Netto contact details

Tel: 27 (0)21 530 1260
(SA callers) 0861 001 356

Fax: 27 (0)86 549 8419

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A recent satisfied client letter:


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Satisfied Clients

Des Kruger, a director of Mallinicks Tax Pty (Ltd) who has written numerous books on the subject of tax, is Netto Financial Services' first-ever client. He is also among those who encouraged Debbie to start a financial planning practice, her long-held dream.

"Debbie has a very emphatic approach to people and is very caring. That is the starting point," says Des, who leaves his financial affairs - from risk cover to retirement planning - in the hands of Netto Financial Services.
More feedback

University of Cape Town finance professor, Colin Firer says that he has appreciated the objectivity and structure Netto Financial Services has given to his personal finances.

"This is a very subjective area. I take the opportunity at our bi-annual reviews to bounce my thoughts off an objective practitioner."
More feedback




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Telephone: 27 (0)21 530 1260 accessible worldwide (or SA callers only: 0861 001 356 )
Fax: 27 (0)86 549 8419

Netto Financial Services (SA) cc (CK 1989/018205/23)
is registered as an Authorised Financial Services Provider by the Financial Services Board, License No. 17699.

Members: Ian Beere CA (SA) CFP® , Debbie Netto Jonker CFP® .
Address: C5 Pinelands Business Park, New Mill Road, Pinelands, 7405, Cape Town, South Africa
Postal Address: P.O.Box 38051, Pinelands, 7430, Cape Town, South Africa

Copyright© 2001-2011 financialplanningsouthafrica.com.