|Firm||Netto Invest (Pty) Ltd|
301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7405
|Languages||English, Afrikaans (in order of proficiency)|
- CA (SA).
- Certified Financial Planner®
|Life and Disability|
FOCUSPersonal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement
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
RMB Fund Managers
Standard Bank Group
After qualifying at UCT and completing his articles at a medium sized firm in Cape Town, Cameron realised that he wanted to partner with individuals to make a difference in people’s lives, rather than pursue the traditional Chartered Accountant career path.
He joined Netto Invest in 2007 as he wanted to work with a relatively small firm who took a personalised approach to dealing with both colleagues and clients and he appreciated the manner in which Netto Invest provided clients with independent financial advice tailored to suit their circumstances.
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 just 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.
Cameron became a shareholder in Netto Invest in 2013 and is a director of the company. Cameron’s interest in the technical side of investment planning led him to complete level 1 of the Chartered Financial Analyst® (CFA) program.
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.
Cameron is a keen cyclist and mountain biker, and has completed more than 25 Argus Cycle Tours. He is married to Wendy and they have a daughter, Mila, and son, Ethan. His young family keeps him busy, but when he has the time he also enjoys spending time running on the mountain or boating with his family and friends.
We are a team of independent 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.
Chairman Ian Beere, and Debbie Netto-Jonker, the founder of Netto Invest, have been recognised for excellence by the financial planning industry. Netto Invest is one of only 15 companies to ever win the award and one of only 3 companies to win the award more than once.Netto Invest has the distinction of being one of just 15 professional practices in the country approved by the Financial Planning Institute
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R5000.00
|Legal structure of employer||unknown|
|Number of staff||21 - 50|
|Indemnity insurance||Insurance: yes