Planner of the Year

Financial Planner of the Year South Africa 2001 and 2007

financial planner of the year

Netto Invest planners have been named Financial Planner of the Year twice so far  – in 2001 and 2007

Netto Invest is one of an elite few financial planning practices to have won the prestigious South African Financial Planner of the Year award twice!

Debbie Netto was the first winner in 2001, followed by Ian Beere who received the award in 2007.

What is the Financial Planner of the Year Award?

Financial Planner of the Year is the SA industry’s equivalent of the Oscars.

Each year the Financial Planning Institute of Southern Africa (FPI) invites its members to submit entries for the Financial Planner of the Year Award.

The Award honours outstanding Financial Planners from across South Africa and is considered to be the highest accolade in the profession.

The prestige attached to winning means it is hotly contested.

What does Financial Planner of the Year mean for YOU?

It offers you peace of mind. You can rest assured Netto Invest planners will offer you advice and service that is right up there among the best in South Africa.

Taking part in the Financial Planner of the Year competition has been described as being “an audit of one’s business by one’s peers”.

The process is exceptionally thorough and works like this:

  • Each entrant submits a practical case study which is closely scrutinized by the judges
  • Based on performance in the case study, a short-list is compiled of the top candidates.
  • Each short-listed candidate is paid a personal visit by the judging panel to inspect their practice and business systems.
  • Each finalist is then interviewed and a final assessment is made, taking into account qualifications, client service, past achievements and community involvement.

Winning the Financial Planner of the Year award is truly a team effort. Without exceptional systems and dedicated staff it would not have been possible at all. Ian and Debbie acknowledge their debt to the people behind the scenes, whose hard work keeps the day-to-day client service functions on track.

CLICK TO DIAL l SA callers: 0861 001 356