Financial Planning South Africa

Netto
Financial Planning

Financial Planning Article Index

Our financial planning articles are regularly published in South African newspapers and journals.
We are starting to include copies of them here for you to read at leisure.

If you need more specific advice relative to your particular circumstances, you are welcome to contact us.

General Financial Planning

You Can Never Save Too Much
Financial Advice - is it worth it?
Financial Security -- Plan for It
Financial Advice for Young Professionals
Providing for your Family
Move your Pension Benefits when Changing Jobs
Women - A Financial Action Plan
Uncertainties and Personal Financial planning
Top Up Your Retirement Annuity with a Tax Break


Investing

Global Assets -- Now is the Time
Investing -- Timing the Markets
Advice on Investing Offshore
Spread Your Assets to Manage Risk
How to Reduce Investment Risk
A Balancing Act on the Stock Market
Don't Let Investment Costs Deter you
Index Investing -- Is It Safe to Fly on Autopilot?
Your Annual Investment Stock-take


Retirement Planning

Retirement --Laying the Golden Egg for Years to Come
Changing Retirement Legislation
Reverse Mortgage as a Last Resort
Retirement Fund Interventions Spell Good News
New Retirement Funds Rules put Plenty at Stake
Managing your Retirement Cash
Let the Taxman Help You on Retirement


Small Business

Don't Skimp on Business Continuity Costs
Leave Your Business in Safe Hands
Annual Review of Your Company Retirement Fund
Avoiding the Pitfalls of Small Business Shareholdings

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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