Financial Planning South Africa

Netto
Financial Planning

Financial Planning Customer Service
Our Commitment to You

Advice you can trust

Seeking professional financial planning help to achieve your financial goals is an important investment. Independent investment and planning advice can help you achieve a secure future, free from financial worry.

At Netto Financial Services we will:

  • provide you with a consistently high level of professional service and personalised care
  • act in good faith and with integrity
  • offer advice only with regard to matters in which we are qualified and knowledgeable
  • uphold the ethical standards of SAICA and FPI

In the event that you are dissatisfied with any aspect of our service, please contact us directly first.

If you wish to pursue the complaint more formally, you should address it in writing to

The Operations Manager
Netto Financial Services
P O Box 38758
Pinelands
7430

If you remain dissatisfied with our response you have the right to complain to the Financial Advisory and Intermediary Services Act (FAIS) ombudsman.

The contact details of the FAIS ombudsman are laid out below for your convenience.

Customer Contact Division
The FAIS Ombud
P.O. Box 74571
Lynwood Ridge
0040

Telephone: +27 0860 324 766

Email: Send Mail to Ombudsman

Website: FAIS Ombudsman

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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