The whole package

Freedom

Trusting someone to advise you on managing your money isn’t easy.
Neither is earning your trust.
But we work to earn your trust every day.

With Netto Invest you get the whole package. An experienced and qualified team with industry accreditation and recognition of excellence.

Netto Invest was started in 1989. Between us all, we have more than 70 years’ worth of accredited financial planning experience.

Every one of our wealth managers and financial planners is a CERTIFIED FINANCIAL PLANNER®.
In addition to this, we have one attorney and five chartered accountants focusing on client relationships.

        

Netto Invest has the distinction of being one of just 15 professional practices in the country approved
by the Financial Planning Institute.

FPI Approved Practice Logo

MD, 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 14 companies to ever win the award and one of only 3 companies to win the award more than once.

FPI Award

What our clients say

What to expect

You can expect an honest relationship with Netto Invest.

Because when someone is managing your hard-earned money you want to know you can trust them.

We won’t sell you anything. That’s not how we do business.

But you will experience tangible value.

  • The highest level of professionalism
  • Clear, meaningful communication
  • Big-picture thinking
  • Attention to detail
  • Focus on YOU

We follow a process in accordance with the FPI’s six steps of financial planning so that you have peace of mind every step of the way.

Netto's 6 Step Plan