COMPANY DESCRIPTION
Netto Invest offers insightful financial planning that empowers clients to make good financial and investment decisions which maximises the probability of you achieving your financial goals.
Our team are highly qualified financial planning specialists to ensure both technical and holistic input is among the best and can accommodate all levels of complexity.
Our clients report enjoying peace of mind through engaging with us.
IDEAL CLIENT
Many of our clients are approaching or in retirement and our younger clients are business owners or professionals. As a consequence, our clients tend to be 40 years and older. While most of our work relates to investment advice, we have terms of business with almost every insurer in the country and also offer independent risk advice.
FINANCIAL PLANNING PHILOSOPHY
We cater for various levels of personal financial planning intricacy. From holding your hand to helping you avoid mistakes and finding opportunities, all the way through to fully managing a compound portfolio. We partner with you to build strategies to eliminate financial risk and build wealth.
PROFESSIONALISM
We hold ourselves to the highest level of integrity and prioritise skill development and personal growth.
Our combined expertise and experience enable us to provide well-researched, comprehensive advice.
We aim always to deliver more than is expected from clients.
FINANCIAL PLANNING FEE
As fee-based financial planners, we charge a quoted fee for consultations resulting in a full financial planning process and compilation of written advice. An annual asset-based fee, on a reducing scale, is charged for the ongoing management of your financial affairs.
SERVICES
Whether it’s local investments, retirement funds, family trusts or offshore investment planning, we bring our knowledge to bear on making the most of your portfolio for your unique circumstances.
List of services:
- Investment management
- Estate planning
- Family office
- Tax planning
- Implementation and administration
- Offshore financial planning
- Retirement planning
- Risk management and insurance solutions including medical aid
OTHER
We are active participants in the ASSISA graduate placement program and the INSETA program encouraging first time work experience for young people. We sponsor SAYes, an organisation that provides mentoring support to those who do not have parents to fulfil that role.