Firm | Netto Invest (Pty) Ltd |
Suburb | Pinelands |
Address |
301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7405
See Map |
GPS | -18.508671, 33.933442 |
FSP Licence | 17699 |
Languages | English, Afrikaans (in order of proficiency) |
Tel | 0215301260 |
Cel | 0215301260 |
Website | www.netto.co.za |
Qualifications | |
- CA(SA) - CERTIFIED FINANCIAL PLANNERr® |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Offshore Investment |
FOCUS
Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and RetirementOTHER 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
OTHER COMPANIES REPRESENTED
Aims
BOE Life
Cadiz
FMI
Foord
Franklin Templeton
Nedgroup Investments
Northstar
Prescient
PSG Group
RMB Fund Managers
Capital International
Standard Bank Group
Sygnia
TSA
After qualifying at UCT and completing his articles, Cameron realised that he wanted to partner with individuals to make a difference in their lives, rather than pursue the traditional Chartered Accountant career path.
He joined Netto Invest in 2007 as he wanted to work with a firm who took a personalised approach to dealing with both colleagues and clients. Since moving to Netto Invest, Cameron has enjoyed building relationships with clients as he navigates them through complex financial decisions in order to help them achieve their financial and lifestyle goals. He believes that there is more to life than money and this is highlighted by his holistic approach to financial planning and his commitment to the need to provide retirees, investors and business owners with well-researched, comprehensive and independent advice.
As a Chartered Accountant, CFP® professional, and Director of Netto Invest, Cameron is often asked to share his expertise and has appeared on Radio 702 and written for various publications, including News24.
He believes in the importance of grooming young people to become the future stars of the financial industry. Through the graduate training programme offered at Netto Invest, Cameron hopes to improve the standard of advice offered by financial advisors, thereby improving the image of the industry. His hope is that this will in turn promote confidence in the financial industry ensuring that clients seek the advice they require to maximise the probability of them achieving their financial and lifestyle goals.
We are a team of financial advisors with all the appropriate experience and qualifications that offer insightful and effective financial planning. Our goal is to maximise 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 recognised 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 the it more than once.
OTHER LISTED MEMBERS OF THIS FIRM
Minimum Levels of Premium/Investment accepted | Lump Sum: R1000000.00 Recurring monthly: R5000.00 |
Remuneration | Salary |
Legal structure of employer | (Pty) Ltd company |
Number of staff | 21 - 50 |
Indemnity insurance | Insurance: yes Value: R20000000.00 |