|Firm||Netto Invest (Pty) Ltd|
301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7405
|Languages||English (in order of proficiency)|
CERTIFIED FINANCIAL PLANNER®
FOCUSPersonal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement
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
Gareth studied at UCT before completing his articles at Grant Thornton in Cape Town. As a qualified CA(SA), he worked as a financial manager and later as a management accountant of a property company before joining Netto Invest in January 2010.
He is also a member of both the Financial Planning Institute (FPI) and the South African Institute for Chartered Accountants (SAICA).
He particularly enjoys the personal aspects of his job, meeting new people and providing a service which he sais "you can see is essential and visibly greatly appreciated by clients."
Gareth believes that if you are not using your life to better the lives of others, you are wasting your time and that if he is able to assist clients to retire successfully, he will be able to retire successfully.
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 plannign and to ensure that this is carried out efficiently.
We will work together with you to use investment strategies that will help you achieve yhour 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 be 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 Invests is an FPI Approved Professional Practice™
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R5000.00
|Legal structure of employer||unknown|
|Number of staff||21 - 50|
|Indemnity insurance||Insurance: yes