Why us

Why us

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. 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.

EXPERIENCE

Netto invest was started in 1989. Our combined accredited financial planning experience amounts to more than 70 years.

Qualifications

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

Accreditation

Netto Invest has the distinction of being one of just 17 FPI Approved Professional Practices™ in Southern Africa that has been approved by the Financial Planning Institute of Southern Africa (FPI).

Recognition

Chairman Ian Beere and founder Debbie Netto-Jonker have been recognised for excellence by the Financial Planning Institute of Southern Africa (FPI). Netto Invest is one of only three out of 17 FPI Approved Professional companies to ever win the award twice.

WHAT OUR CLIENTS SAY

“I am not sure that I convey enough how much it means to me to know that Netto is “on it”… this is one part of my life that I don’t worry about at all. Thank you.”

Anonymous, September 2024

 

“I’m really happy with the advice, the service, the professionalism and approachability of the team at Netto.”

ANONYMOUS, NETTO INVEST CLIENT SURVEY 2017

“At my age of close on 80 I rely fully and trust my Financial advisor completely and I have always been satisfied with his suggestions and decisions.”

ANONYMOUS, NETTO INVEST CLIENT SURVEY 2017

“Appreciate Netto’s stability, reliability and trustworthiness. The people we interact with are always hugely friendly and helpful.”

ANONYMOUS, NETTO INVEST CLIENT SURVEY 2017

“I love the way Netto interacts with me – love the people I deal with and the service they provide. I love this long-term relationship and also being able to contact Netto at any time with any queries I have.”

ANONYMOUS, NETTO INVEST CLIENT SURVEY 2017

“Genuine, personal interest in the people who come to you as clients is something which I – and my many friends who are now with Netto – value enormously. We benefit deeply from the superb financial analytic skill and wisdom because it is offered to us as individuals whose circumstances, aspirations/dreams and anxieties you know about and respect.”

KAY M, AUGUST 2022

 

“A BIG THANK YOU for all that you do for me and other clients. I LOVE knowing that you are just an email or phone call away and always help and guide me with my financial affairs with so much grace and patience and care – gives me so much peace of mind …..I feel very supported.”

GIULIA C, NOVEMBER 2022

 

“It’s not just one member of the Netto team that understands my particular requirements, which is very reassuring and that is a great comfort to me.”

Anonymous, Netto Invest Client Survey 2023

 

“My financial requirements have been taken care of by Netto Invest for more than 30 years and they do an excellent job of it!”

Anonymous, Netto Invest Client Survey 2023

 

“Feel very informed and well guided when engaging with advisor. Comfortable that Netto have my best interests firmly in hand.”

Anonymous, Netto Invest Client Survey 2023

 

“Also thank you for your advice and efforts in assisting us thus far. I am really happy with you and Netto Invest and would like to commend you and Netto Invest on excellent service.
“

Anonymous, December 2023

 

“I would like to express my appreciation for your high level of professional expertise and for dispelling all the financial anxiety surrounding my retirement. I am most grateful for the meticulous scenarios with which you presented me so that I could make a truly informed decision about my future.”

Anonymous, December 2023