Financial Planning South Africa

Netto
Financial Planning

Financial Planning South Africa

financial independence

Welcome to Netto Financial Services!

Financial Planning

South Africa has weathered many changes in the last 14 years. Many of them are obvious but others, such as the proliferation of laws in the financial services industry, are more subtle. They nevertheless have far-reaching implications for all of us.

As a South African financial planning practice, Netto Financial Services has been at the coal face of the changes. In fact we have welcomed them!

The investment industry in South Africa needed cleaning up and the laws passed in recent years have forced the industry to be more transparent. That makes it a safer place for consumers and a better place for ethical financial advisors as well.

So why this Financial Planning South Africa website?

Of course it's about us, and our financial planning practice. We're proud to be the only practice in the country to have won the South African Financial Planner of the Year award twice in its history.

But it's mostly about YOU.

family financial planner

Financial Planning South Africa
  • It's about helping you cut to the chase instead of beating your way through the undergrowth of the industry jargon.

  • It's about providing you with relevant information to help you make the best financial and investment planning decisions you can make for your unique circumstances.

  • It's about offering guidance for the times in your life when good financial planning is crucial, such as when you are starting a family or facing retrenchment.

  • It's about taking a long term, holistic look at your lifestyle requirements and how you can best plan for retirement.

  • And that's just the beginning?

Make yourself at home! This site is designed to provide you with all the information you need for world-class financial planning, written from a South African viewpoint.

If you decide you still need the help of a qualified, professional financial advisor, contact us and we will be happy to set up an appointment with you.

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Financial Planner of the Year 2001, 2007

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