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 0861001356
Qualifications
- B Com
- Certified Financial Planner®
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Offshore Investment

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
M3
Nedgroup Investments
Northstar
Prescient
PSG Group
RMB Fund Managers
SEI
Standard Bank Group
Sygnia
TSA

EXPERIENCE

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.

ABOUT FIRM


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™

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R1000000.00
Recurring monthly: R5000.00
Remuneration Salary
Legal structure of employer unknown
Number of staff 21 - 50
Indemnity insurance Insurance: yes
Value: R12000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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