Netto Financial Services, founded in 1989, is owned by Ian Beere CA(SA) CFP and Debbie Netto-Jonker CFP. Both Ian and Debbie have been awarded the esteemed Financial Planning Institute/Personal Finance Financial Planner of the Year Award, the ultimate recognition in South Africa for excellence in financial planning. We are an independent, fee-based financial planning practice providing well-researched, objective financial advice to individuals and businesses.

Investment and financial planning:

• financial planning - local and offshore investment advice
• retirement and retrenchment planning
• tax planning
• estate planning and advice
• life and disability risk management and advice
• portfolio monitoring and review

Business financial planning:

• employee benefits and group schemes (pension and provident funds, group life and disability assurance)
• tax planning
• business assurance (key man cover and buy-sell agreements)
• business structure and continuity planning

We have established relationships and strategic alliances with reputable financial service providers and associates, including tax specialists, accountants, lawyers, short-term insurers and investment analysts, enabling us to offer a complete set of financial planning services. In addition, we are able to assist you with the structuring of local and offshore business entities to minimise your tax liability, and with tax planning advice in respect of investments, trusts and personal or business remuneration.