|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
OTHER COMPANIES REPRESENTED
RMB Fund Managers
RMB Fund Managers
Standard Bank Group
Morné graduated from the University of Stellenbosch and completed his articles at a prominent Johannesburg law firm before being admitted as an Attorney in July 2006.
His interest in analyzing alternatives, making recommendations and guiding clients in making decisions that significantly impact their lives led him to study financial planning through the University of the Free State. He later completed an Advanced Post Graduate Diploma in Financial Planning, specialising in Investment and Estate Planning.
Mornè joined Netto Invest as a CFP® professional in 2006 with the vision of assisting clients to understand their own financial affairs. His passion for building long term relationships with clients as he assists them and their families to achieve their financial goals led him to become a director of the company in 2013. He is also responsible for the company’s legal compliance and the research and support of our financial planning process.
Mornè’s experience and expertise in the investment industry has seen him appear on CNBC Africa and 702 Talk Radio. He is also regularly asked to contribute to articles in Personal Finance, Finweek and Business Day.
Morné is married to Cindy, also an admitted attorney, and they have a young son, Alex and a daughter, Kate. Although having a young family means less free time than ever before, Mornè ensures he has regular time for running, karate and some reading too.
We are a team of independent 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.
Chairman Ian Beere, and Debbie Netto-Jonker, the founder of Netto Invest, have been recognised for excellence by the financial planning industry. Netto Invest is one of only 15 companies to ever win the award and one of only 3 companies to win the award more than once.
Netto Invest has the distinction of being one of just 15 professional practices in the country approved by the Financial Planning Institute
|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