|Firm||Netto Invest (Pty) Ltd|
301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7405
|Languages||English, Afrikaans (in order of proficiency)|
CERTIFIED FINANCIAL PLANNER®
Financial Planner of the Year 2001
Netto Invest is an FPI Professional Practice™
|Life and Disability|
FOCUSInvestment and Retirement Planning. Disability and Life Assurance. Estate Planning.
1. Tax Strategic Planning
2. Portfolio Monitoring and Review
3. Risk Management and Advice
4. Employee Benefits and Group Schemes
5. Business Succession and Continuity Planning
Debbie began her career in the investment and financial planning industry in 1988. A year later she founded Netto Invest, an independent investment and financial planning company, with a vision of helping investors make smart and informed financial decisions throughout their lives.
She studied financial planning through the University of Orange Free State (UFS) and is a member of the Financial Planning Institute (FPI).
Debbie’s straight-talking, systems-oriented and strategic approach to advise investors on investment strategy, financial decisions and business management has benefited many investors over the years.
In 2001 she was awarded the esteemed FPI/ Personal Finance Financial Planner of the Year Award, the ultimate recognition in South Africa for excellence in financial planning.
Debbie’s other passions in life are snow skiing, travel and her family. She is married to Dave and is kept young by her two children, Kerry and Michael.
Netto Invest are a team of Independent Investment Planners who really get to know and understand you. Our goal is to form a successful relationship with you, provide insightful financial planning and ensure that this is effectively managed. We will work together with you to implement investment strategies that will assist you in achieving your financial goals, taking your personal needs into account. At Netto we take a holistic and long-term look at your lifestyle goals and how we can best plan ahead for your future.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R5000.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||21 - 50|
|Indemnity insurance||Insurance: yes