PINELANDS FINANCIAL ADVISOR

RYAN WINTER
 Ryan Winter
Firm Netto Invest (Pty) Ltd
Suburb Pinelands
Address 301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7430
See Map
GPS -18.508639, 33.933741
FSP Licence 17699
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0215301260
Cel 0215301260
Website www.netto.co.za
Qualifications
- B.Com
- CERTIFIED FINANCIAL PLANNER®
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement

OTHER SERVICES

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

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Aims
BOE Life
Cadiz
FMI
Foord
Franklin Templeton
Nedgroup Investments
Northstar
Prescient
PSG Group
RMB Fund Managers
Capital International
Standard Bank Group
Sygnia
TSA

EXPERIENCE

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.


Realising the importance of providing clients with financial advice, Ryan joined Netto Invest in 2007 and obtained his CFP® qualification through the UOFS.


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 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.

ABOUT FIRM

We are a team of 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.

We have the distinction of being one of just 14 professional practices in the country approved by the Financial Planning Institute of South Africa (FPI).

Chairman Ian Beere and founder Debbie Netto-Jonker have been recognised for excellence by the financial planning industry. Netto Invest is one of only 12 companies to ever win the FPI Financial Planner of the Year award and one of only 3 companies to win the it more than once.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R1000000.00
Recurring monthly: R5000.00
Remuneration Salary
Legal structure of employer (Pty) Ltd company
Number of staff 21 - 50
Indemnity insurance Insurance: yes
Value: R20000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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