The role of a wealth manager isn’t that far removed from that of a birdwatcher (an interest that grabbed me on a trip to one of our national parks). We need a keen eye, good observational skills, patience and perseverance. As a wealth manager these are the qualities I bring to managing my clients’ portfolios.
A B.Com graduate with a Post-graduate Diploma in Financial Planning, I started my financial-planning career in 2012 under the wings of Debbie Netto-Jonker and Ian Beere – both winners of the prestigious FPI Financial Planner of the Year award. I went on to become accredited as a CERTIFIED FINANCIAL PLANNER® professional.
As a fully qualified, certified and experienced wealth manager, I will empower you through education and coaching with the ultimate goal of enabling you to be in control of your own finances as we collaborate on putting a financial plan in place and then enjoy the satisfaction of seeing it work over time.
Our firm’s team of financial advisors have all the appropriate experience and qualifications that offer insightful and effective financial planning. Our goal is to maximize the probability of our clients achieving their financial goals.
We have the distinction of being one of just 14 professional practices in the country approved by the Financial Planning Institute of South Africa (FPI).
Chairman Ian Beere and founder Debbie Netto-Jonker have been recognized for excellence by the financial planning industry. Netto Invest is one of only 12 companies to ever win the FPI Financial Planner of the Year award and one of only 3 companies to win it more than once.
