CAPE TOWN FINANCIAL ADVISOR

Mrs. DEBBIE NETTO
Mrs. Debbie Netto
MEMBER SINCE 2004
Firm Netto Invest (Pty) Ltd
Suburb Cape Town
Address 301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7405
See Map
GPS -33.93342, 18.508681
FSP Licence 17699
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0861001356
Fax 0865498419
Website www.netto.co.za
Qualifications
CERTIFIED FINANCIAL PLANNER®
Financial Planner of the Year 2001
Netto Invest is an FPI Professional Practice™
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Offshore Investment

FOCUS

Investment and Retirement Planning. Disability and Life Assurance. Estate Planning.

OTHER SERVICES

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

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Aims
BOE Life Assurance
Cadiz
Charter Life
FMI
Foord
Franklin Templeton
M3
Nedgroup Investments
Northstar
Prescient
PSG Group
RMB Fund Managers
SEI
Standard Bank Group
Sygnia
TSA

EXPERIENCE

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.

ABOUT FIRM

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.  

The Netto Invest planning team are all CERTIFIED FINANCIAL PLANNER® professionals in addition to being either Chartered Accountants or Lawyers. Netto is a FSB approved Discretionary Portfolio Manager and we are proud to have two Financial Planner of the Year award recipients at the helm. The combined expertise and experience of the team enable us to provide well-researched, comprehensive and independent advice to retirees, investors and business owners.
Netto Invest is an FPI  Approved Professional Practice™

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R1000000.00
Recurring monthly: R5000.00
Remuneration Salary
Legal structure of employer unknown
Number of staff 21 - 50
Indemnity insurance Insurance: yes
Value: R12000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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