Certified Financial Planner (CFP)
Financial Planner of the Year 2001.
SERVICES
Financial Advisors Fields of Specialisation
Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement Planning.
Services
Retirement Planning Investments Estate Planning Life and Disability Assurance Business Assurance Offshore Investments Group Schemes
Other Services
1. Income Tax Planning
2. Wills and Trusts
3. Estate planning
4. Investment strategy
5. Employee benefits
LATEST NEWS & VIEWS:
EXPERIENCE
Is your investment strategy all that you hoped, or do you
need objective advice and support?
Debbie Netto has been caring for her clients’ finances for 22
years.She first qualified as
a professional nurse but witnessed
first-hand the effects of poor investment planning – a terminal patient’s wife was left in
dire financial straits.
After a year with Liberty, Debbie saw that
offering independent advice would better serve her clients and founded Netto
Financial Services. The advice team now comprises four chartered accountants and an attorney.
Debbie is a straight-talking,
strategic investment planner.Her strategies begin with the end in mind, ensuring that clients choose
the lifestyle they are aiming for and make appropriate financial decisions to
achieve it.Her track record as proved the
success of this approach.
In 2001 Debbie won the FPI Financial Planner of the Year Award and she has received the International Broker Quality Award for outstanding
client service. She is a member of the FPI and FIA.
Debbie has written for Business Day and Personal
Finance and appeared as a guest speaker on 567Capetalk and Radio 702. She has also made presentations at FPI conferences and the Financial Planning Club.
Debbie brings energy and passion to her work. After hours she counts herself fortunate to be married to Dave and enjoys boating and traveling with him and their two
children.
ABOUT FIRM
Netto Financial Services was founded in 1989 and is owned by
Ian Beere CA (SA), CFP™ and Debbie Netto-Jonker CFP™. Both Ian and Debbie have
been awarded the esteemed Financial Planning Institute / Personal Finance
Financial Planner of the Year Award.
Netto Financial Services is an independent, fee-based
financial planning practice providing well-researched, objective financial
advice to individuals and businesses. Investment and financial planning
includes investment advice, retirement and estate planning, life and disability
risk management, and tax planning. Business financial planning encompasses
employee benefits, group schemes, business assurance and continuity planning.
The company is licensed by the FSB to provide asset
management services as well as professional financial advice.
