Financial Planning South Africa

Netto
Financial Planning

Financial independence is no accident...

Financial independence requires planning and long-term dedication to a sound strategy.
By delivering professional advice and personal service, we help you to achieve peace of mind.

Netto Financial Services will:

  • work with you to understand and define your financial needs and lifestyle goals

  • provide independent, professional investment and financial planning advice

  • recommend, in writing, those investments and strategies that will help you meet your needs and achieve your goals

  • assist you to plan your investments and retirement tax-effectively

  • remain aware of your attitude to investment risk factors

  • carefully explain all costs you may incur as well as the payment options available to you

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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.
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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."
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Copyright© 2008 financialplanningsouthafrica.com.

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: Old Mill Road, Pinelands, 7405, Cape Town, South Africa
Postal Address: P.O.Box 38758, Pinelands, 7430, Cape Town, South Africa
Telephone: 021 530 1260