| Address |
C5 Pinelands Business Park, New Mill Road, Cape Town, 7405, South Africa |
| Languages |
English, Afrikaans
(in order of proficiency) |
| Qualifications |
B.Com
B.Compt (HONS)
CA (SA)
CFP
Financial Planner of the Year 2007 |
| Financial Advisors Fields of Specialisation |
Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement Planning. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
1. Income Tax Planning
2. Wills and Trusts
3. Estate planning
4. Investment strategy
5. Employee benefits |
Are your retirement finances in good order, or do you need
objective investment planning and support?
Ian
Beere has a strong analytical ability and in-depth local and international
experience in finance and tax as a result of his Chartered Accountant
training. He combines this with a
passionate interest in people and how they make important life decisions. The result is a caring investment planner
with a great deal of technical depth.
Ian
joined Netto Financial Services as a shareholder 11 years ago. Prior to that he gained nine years of commercial
experience during which he played an integral role in the successful turnaround
of a well known national retail chain and worked in structured finance in
London.
In
2007 Ian was awarded the esteemed Financial Planning Institute (FPI) / Personal
Finance Financial Planner of the Year Award, the ultimate recognition in South
Africa for excellence in Financial Planning.
He
is a member of the FPI and the South African Institute for Chartered
Accountants (SAICA). Ian has
written regularly for Business Day and Personal Finance, as well as appearing as a guest speaker on 567Capetalk,
Radio 702 and eTV.
After
hours Ian loves gadgets and the outdoors and enjoys paddle skiing, mountain
biking and flying light aircraft. He is
married to Ali, and they have two children.
|
- Netto Financial Services was founded in 1989 and is owned by
Ian Beere CA (SA), CFP™ and Debbie Netto-Jonker CFP™. Both Ian and Debbie have
been awarded the esteemed Financial Planning Institute / Personal Finance
Financial Planner of the Year Award.
- Netto Financial Services is an independent, fee-based
financial planning practice providing well-researched, objective financial
advice to individuals and businesses. Investment and financial planning
includes investment advice, retirement and estate planning, life and disability
risk management, and tax planning. Business financial planning encompasses
employee benefits, group schemes, business assurance and continuity planning.
- The company is licensed by the FSB to provide asset
management services as well as professional financial advice.
|
| Other Companies represented |
BOE Life Assurance
Capital Alliance
Discovery Life
Franklin Templeton
Investec Collective Investments
Investec Employee Benefits
Investec Unit Trusts
Liberty Life Insight Investment
Momentum
Orbis Unit Trusts
Old Mutual Fairbairn Capital
Old Mutual International
Old Mutual Investment Horizons
Orion Employee Benefits
RMB Fund Managers
Sanlam
Employee Benefits
Standard Bank Offshore
Standard Bank Unit Trusts
Stanlib Collective Investments
|
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
11 - 20 |
