What we do

What we do

Netto Invest is here to help you with your financial decision-making and once you’ve made your financial decisions we make sure that things get done.

We believe we are most effective where there is complexity – in your situation or in your financial portfolio.

We provide the full range of financial planning services

Offshore financial planning

Offshore investing has a place in everyone’s financial plan although you may not be sure whether you should invest offshore, we’ll assess your situation and advise what makes the most sense for you.

Investment management

With so many investment options, it can be hard to decide where to begin. We’ll put together an asset allocation plan, considering offshore investment, unit trust, endowment, retirement annuity, and other appropriate vehicles, and we’ll regularly review performance against your targets.

Estate planning

Everyone needs estate planning, but no-one really likes to think about their own mortality. It’s not only a matter of having a will in place. We take an objective approach to help you prepare your finances for those you care about most. And these days, as we are no longer all neatly packed into families with 2.4 children, estate planning will help avoid disaster.

FAMILY OFFICE

We play a central role in the management of your financial affairs and investment portfolio, coordinating with any specialists and service providers to make sure that you and your finances are taken care of.

TAX PLANNING

Essential to any financial plan, handling your tax needs special attention. We all have to pay our share, but we focus on making your tax situation work for you as best it can – using tax-efficient vehicles like tax-free savings accounts and retirement annuities.

Implementation and administration

Devising a financial plan is one thing, putting that plan into effect is certainly another! We deal with all the paperwork involved in your financial plan and make sure that everything is managed as it should be.

RETIREMENT PLANNING

With so many variables in play and so few guarantees, planning for retirement is no easy task. We consider where you are and where you need to get to. Together we then build a plan that will help you get there considering things like an asset allocation plan and offshore investing.

Risk management and insurance solutions

Preparing for the unknown, especially when the unknown could involve negative consequences, doesn’t usually make it to the top of people’s to-do lists. We make sure that you are appropriately covered for whatever life throws at you with the correct selection of life insurance, critical illness and disability cover, and medical insurance.

How we work

Our work is done in accordance with all compliance requirements and international best practice.

From holding your hand to helping you avoid mistakes and finding opportunities all the way through to fully managing a complex and intricate portfolio, we partner with you to build strategies to eliminate financial risk and build wealth.

Consultation

Our consultations are face to face or online, whichever suites you best. During these, we establish your financial situation and determine your needs.

implement the plan

We will implement the agreed plan, completing any necessary paperwork and making sure that everything is taken care of.

monitor and maintain

We will monitor and maintain your portfolio and communicate with you regularly on its progress.

Consultation

Our consultations are face to face or online, whichever suites you best. During these, we establish your financial situation and determine your needs.

implement the plan

We will implement the agreed plan, completing any necessary paperwork and making sure that everything is taken care of.

monitor and maintain

We will monitor and maintain your portfolio and communicate with you regularly on its progress.

The cost of our services

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.