|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.
Since joining Netto Invest, Gareth has qualified as a CFP® Professional and has completed level 1 of the Financial Services Board’s key individuals’ and representatives’ exams. He is also a member of both the Financial Planning Institute (FPI) and the South African Institute for Chartered Accountants (SAICA). Gareth regularly contributes to the newsletters of both Netto Invest and PKF Constantia Valley, Cape Town formerly known as Alliott Anderson Nell Inc
Gareth enjoys being part of Netto’s dynamic team of financial planners as he is passionate about delivering independent objective financial advice to clients over their lifetime. He particularly enjoys the personal aspects of his job, meeting new people and providing a service which he says “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. In the words of author and motivational speaker, Zig Ziglar, "You can have everything in life you want if you'll just help enough other people to get what they want."
Gareth is a super-keen golfer who plays off a 10 handicap. He is married to Bertha and has two daughters called Shannon and Rachel. In his free time Gareth enjoys spending time with his family and friends, as well as getting his hands dirty, working around the house.
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