|Life and Disability|
FOCUSPersonal Investment and Retirement Planning. Disability and Life Insurance. Estate and Retirement.
1. Tax Strategic Planning; 2. Portfolio monitoring and review; 3. Risk Management and Advice; 4. Business Succession and; continuity planning
Lindsay studied Business Science Finance (CA) at UCT, qualifying as a CA (SA) in 2014. She completed her articles at Mazars in Cape Town and had an opportunity to work in New York City. Shortly thereafter she joined Netto as a financial planner.
Prior to joining Netto, Lindsay’s work experience included accounting tutoring whilst at UCT followed by three years in Cape Town auditing a variety of companies including a listed mining company. Lindsay was also involved in internal training for the junior audit clerks. After her articles, she was involved in financial modelling and accounting standards application on a consulting basis.
Lindsay recently completed her post graduate diploma in financial planning. She has strong analytical and problem solving skills as well as experience with finance and tax. She enjoys the challenges of financial planning and is passionate about making a difference for her clients.
Lindsay is recently married to Warwick with whom she enjoys cooking, hiking and spending time outdoors.
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 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 an FPI Approved Professional Practice™
|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