Who we are

 We are financial advisors with all the appropriate experience and qualifications to give you absolute peace of mind.

We hold ourselves to the highest levels of integrity and pride ourselves on our ethos.

MEET THE TEAM

Meet the advice team

A chartered accountant, CFP® professional and managing director of Netto Invest, Cameron has an interest in the technical side of planning, which enables him to help his clients navigate complex financial decisions in order for them to achieve their financial and lifestyle goals.

CAMERON MCCALLUM, CFP® CA(SA)

The chairman of Netto Invest and Financial Planner of the Year in 2007, Ian is truly passionate about using his in-depth local and international experience and strong analytical skills to guide clients to make informed investment and financial decisions.

Ian Beere, CFP®CA(SA)

An attorney by training with an Advanced Post-graduate in Financial Planning, Netto Invest director Morné applies his expertise in investments and estate planning to analysing alternatives and making recommendations that help his clients and their families achieve their financial goals.

Morné Bezuidenhout, CFP®

B.COM LLB

Lindsay studied Business Science Finance at UCT, completing her Post-graduate Diploma in Financial Planning in 2012 and qualifying as a CA(SA) in 2014. She has strong analytical and problem-solving skills as well as experience with finance and tax. She enjoys the challenges of financial planning and is passionate about making a difference for her clients.

Lindsay Frost, CFP®CA(SA)

A chartered accountant by training, Richard completed his articles at Deloitte and Touche in Cape Town before gaining experience in the financial services industry in the US and UK. Richard enjoys applying his finely tuned analytical skills to developing financial solutions for clients.

RICHARD SPARG, CFP®CA(SA)

Starting his career in the service industry, Ryan completed his business degree before gaining experience at a listed financial services provider. He believes in the importance of being proactive in the ongoing financial planning process and applies this principle in the management of his client relationships.

RYAN WINTER, CFP®

B.COM

As a qualified chartered accountant, with a background in financial management and management accounting, Gareth strives to make a tangible difference in his clients’ lives by delivering objective financial advice to them over their lifetime.

GARETH LEONARD, CFP®CA(SA)

A B.Com graduate with a Post-graduate Diploma in Financial Planning, Jonathan’s holistic approach to financial planning is underpinned by well-researched and comprehensive advice. He believes in empowering retirees, investors and families to be in control of their own finances.

Jonathan Botha, CFP®

B.COM

A B.Com graduate with a Post-graduate Diploma in Financial Planning and an Advanced Diploma in Estate and Trust Administration. Michael helps individual and business clients by offering insightful and effective financial planning that focuses on ensuring a sound financial future.

Michael Maré, CFP® FPSA®

B.COM

Meet the extended professional team

Matthew joined Netto Invest in 2011 in an administrative role. Today, he serves his clients as a wealth manager, encouraging and supporting them to embrace the uncomfortable parts of investing to accomplish success in the long term.

MATTHEW ERSKINE, CFP®

A CERTIFIED FINANCIAL PLANNER® professional with a B.Com degree, Jennifer helps her clients understand complex financial concepts and the potential outcomes of the different choices available to them, so they can make better decisions.

Jennifer Nedzamba, CFP®

B.COM

After completing her B.Com Honours in Economics at Stellenbosch University, Kate joined Netto Invest as an Articled Financial Planner. Clients benefit from her inquisitive and detail-oriented nature, as she helps them build solid financial foundations with well-balanced and cost-effective investment portfolios.

Kate Makin

B.COM

A B.Com Honours graduate and CERTIFIED FINANCIAL PLANNER® professional, Jason brings an analytical approach to investing that maximises his clients’ potential for positive outcomes. He is a big believer in the power of starting small – this is how he helps many clients overcome the hurdles of saving.

Jason van der Westhuizen, CFP®

B.COM

Jaco is our technical and analytical go-to guy with a passion for doing extensive research. He completed his B.Com Financial Planning degree as a Top 5 Cum Laude student. As a wealth manager, he shows his clients how to save for the future while still enjoying life in the present.

Jaco Hartman, CFP®

B.COM

After completing her B.Com in Financial Planning and a Post-graduate Diploma in Financial Planning, Megan joined Netto Invest as an Articled Financial Planner. She is passionate about securing her clients’ financial futures by offering objective investment advice that places their goals within reach.

MEGAN SMIT, CFP®

B.COM

Duwayne learnt about patience and perseverance on the athletics field. These same attributes form the cornerstone of his investment philosophy in his role as Articled Financial Planner. Before joining Netto Invest, he completed his B.Com Finance degree at the University of Johannesburg, followed by a Post-graduate Diploma in Financial Planning.

Duwayne BoeR

B.COM

After completing his B.Com degree at the University of the Western Cape, Ncedo joined us as an Articled Financial Planner. As an eternal optimist and excellent communicator, he provides a positive space for his clients to focus on the things that are important to them and their family.

NCEDO MDLETYE

B.COM

Elzé joined Netto Invest after completing her B.Com degree at the University of Stellenbosch. In her role as Articled Financial Planner, she helps her clients achieve their financial goals through proper planning, the right solutions, and continuous monitoring of the strategy.

Elzé van Tonder

B.COM

As an Articled Financial Planner at Netto Invest, Lysette helps clients achieve financial balance and security by understanding their needs and offering personalised advice. She values Warren Buffet’s philosophies and believes in continuous learning.

Lysette Tshikuna

B.COM