|Firm||Netto Invest (Pty) Ltd|
301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7405
|Languages||English, Afrikaans (in order of proficiency)|
- BCom LLB
- CERTIFIED FINANCIAL PLANNER®
- Netto Invest is an approved FPI Professional Practice™
|Life and Disability|
FOCUSPersonal Investment and Retirement Planning. Disability and Life Assurance. Estate Planning
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
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.
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.
|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