|Firm||Netto Invest (Pty) Ltd|
301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7430
|Languages||English, Afrikaans (in order of proficiency)|
- B Com
- Certified Financial Planner®
|Life and Disability|
FOCUSPersonal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement
1. Tax-Strategic Planning
2. Portfolio Monitoring and Review
3. Risk Management and Advice
4. Employee Benefits and Group Schemes
5. Business Succession and Continuity Planning
OTHER COMPANIES REPRESENTED
RMB Fund Managers
Standard Bank Group
After spending a number of years managing restaurant franchises, Ryan completed his business degree through UNISA before gaining experience at a listed financial services provider.
Realizing the importance of providing clients with independent financial advice, Ryan joined Netto Invest in 2007 and obtained his CFP® Professional qualification through the UOFS.
Ryan is a member of the Financial Planning Institute (FPI) and as he is analytical in nature is responsible for the research and support of Netto Invest’s financial planning process. He regularly contributes to the newsletters of both Netto Invest and prominent accounting firm, Alliot Andersen Nel.
He enjoys building and maintaining professional relationships with his clients and is passionate about guiding clients to make the most appropriate financial decision in order to assist them to achieve their lifestyle goals.
Ryan acknowledges the importance of succession planning at Netto Invest in order to ensure that our clients and their families continue to receive independent financial advice for generations to come. He therefore focuses much of his time on the mentoring and training of our graduates, ensuring that they too are adequately equipped to advise our clients in a warm and professional manner.
Ryan is a keen athlete and in his spare time he competes in trail-running and cycling events. He is married to Liesl and they have a daughter, Lexi and boy called Max.
We are a team of independent financial advisors, with all the appropriate experience and qualifications, that offer insightful and effective financial planning. Our goal is to maximise the probability of our clients achieving their financial goals.
Chairman 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 15 companies to ever win the award and one of only 3 companies to win the award more than once.
Netto Invest has the distinction of being one of just 15 professional practices in the country approved by the Financial Planning Institute
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R5000.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||21 - 50|
|Indemnity insurance||Insurance: yes