|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
Ryan joined Netto Invest in 2007 after gaining experience at a listed financial services provider. He is analytical in nature and is responsible for the research and support of our financial planning process. He has a passion for developing financial plans that assist the Netto investors in achieving their lifestyle goals.
He is married to Liesl and has a daughter Lexi. He is a keen athlete, who when not working, competes in running and cycling events.
Netto Invest are a team of Independent Investment Planners who really get to know and understand you. Our aim is to form a successful relationship with you, to provide insightful financial planning and to ensure that this is carried out effectively.
We will work together with you to use investment strategies that will help you achieve your financial goals, always while taking your personal needs into account. At Netto we take a holistic and long-term look at your lifestyle goals and how we can best plan ahead for your future.
The Netto Invest planning team are all CERTIFIED FINANCIAL PLANNER® Professionals in addition to being either Chartered Accountants ofr Lawyers. Netto is a FSB approved Discretionary Portfolio Manager and we are proud to have two Financial Planner of the Year award recipients at the helm. The combined expertise and experience of the team enable us to provide well-researched, comprehensive and independent advice to retirees, investors and business owners.
Netto Invest is an FPI Approved Professional Practice™
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R5000.00
|Legal structure of employer||unknown|
|Number of staff||21 - 50|
|Indemnity insurance||Insurance: yes