CAPE TOWN FINANCIAL ADVISOR

Mr. MORNE BEZUIDENHOUT
Mr. Morne Bezuidenhout
MEMBER SINCE 2010
Firm Netto Invest (Pty) Ltd
Suburb Cape Town
Address 301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7405
See Map
GPS -18.508681, 33.93342
FSP Licence 17699
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0861001356
Fax 0865498419
Website www.netto.co.za
Qualifications
- BCom LLB
- CERTIFIED FINANCIAL PLANNER®
- Netto Invest is an approved FPI Professional Practice™

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Offshore Investment

FOCUS

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

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
RMB Fund Managers
Standard Bank Group
Sygnia
TSA

EXPERIENCE

Morné graduated from the University of Stellenbosch and completed his articles at a prominent Johannesburg law firm, and was admitted as an Attorney in July 2006. After studying financial planning through the UFS in 2006, he went on to complete an Advanced Post Graduate Diploma in Financial Planning specialising in Estates and Investment Planning in 2012. Morné joined Netto Invest with the vision of assisting investors to understand their own financial affairs and to achieve their financial goals. He is an integral part of the Netto team and became a shareholder in 2013.

He is responsible for legal compliance as well as the research and support of our financial planning process.

Morné is married to Cindy, has a son Alex and a daughter Kate.  In his spare time, Morné enjoys running, participating in karate and reading.

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 advice 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, 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 or 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 a FPI Professional Practice™

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: R12000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
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