Netto Invest
Insightful Planning
Netto Invest empowers clients through technical and holistic financial planning designed to maximise the probability of achieving your goals. Our highly qualified specialists manage complex scenarios, providing the peace of mind that comes from knowing your financial future is in expert hands.
Ideal Client
Typically 40 years and older, our clients include professionals, business owners, and those already in or approaching retirement. We offer independent advice across almost every insurer in South Africa.
Philosophy
Whether you need help avoiding mistakes or require full management of a compound portfolio, we partner with you to eliminate financial risk and build sustainable wealth.
Specialised Services
Professional Standards & Fees
Our expertise enables us to provide well-researched, comprehensive advice with a commitment to integrity and skill development.
- Consultation Fee: A quoted fee is charged for the full planning process and compilation of written advice.
- Management Fee: An annual asset-based fee, on a reducing scale, is charged for ongoing portfolio management.
Investing in the Future
Active participants in the ASISA and INSETA graduate programs. We are proud sponsors of SAYes, providing mentorship to young people navigating life without parental support.
Delivering more than expected through comprehensive, well-researched advice.
