|Firm||Netto Invest (Pty Ltd)|
301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7405
|Languages||English, Afrikaans (in order of proficiency)|
- B.Compt (HONS)
- CA (SA)
- CERTIFIED FINANCIAL PLANNER®
- Financial Planner of the Year 2007
- Netto Invest is an FPI Professional Practice™
|Life and Disability|
FOCUSPersonal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement Planning.
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
Ian is a Chartered Accountant and Certfied Financial Planner® Professional
He has strong analytical abilities and in-depth local and international experience in finance and tax as a result of his career before joining Netto Invest as a shareholder in 1999.
Ian is fascinated by how people interact with their investments and is grateful that he can help people make excellent financial planning decisions by applying his financial and tax qualifications.
Prior to joining Netto Invest, Ian's work experience included three years in Cape Town, playing an integral role in the successful turnaround of a well-known national retail chain. He also spent three years in London working in structured finance at Lloyds Bank Group where his responsibilities included statutory reporting and taxation compliance for about 70 companies.
He won the esteemed FPI / Personal Finance Financial Planner of the year award in 2007. He is a member of the FPI and the South African Institute of Chartered Accountants (SAICA) having gained his BCom and BCompt(Hons) through UCT and UNISA and his CFP through the UOFS.
Ian is married to Alison and has two children with whom he enjoys hiking and camping. Ian is also a private pilot and serves as a trustee of the St Luke's Hospice Foundation.
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