The whole package

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.

Since being founded in 1989 by Debbie Netto-Jonker, winner of the 2001 Financial Planner of the Year award, Netto Invest has grown into a respected and trusted financial services organisation driven by a team of highly qualified independent financial planning specialists, all CFP® professionals, with more than 70 years’ worth of accredited financial planning experience between us.

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

  • “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

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