|Firm||Netto Invest (Pty) Ltd|
301 Howard Terraces
Cnr Howard and Forest Drive
|Languages||English (in order of proficiency)|
CERTIFIED FINANCIAL PLANNER®
|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
OTHER COMPANIES REPRESENTED
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.
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