CAPE TOWN FINANCIAL ADVISOR

Mr. IAN JAMES BEERE
Mr. Ian James Beere
MEMBER SINCE 2004
Firm Netto Invest (Pty Ltd)
Suburb Cape Town
Address 301 Howard Terraces, Cnr Howard Drive and Forest Drive, Pinelands, 7405
See Map
GPS -18.508681, 33.93342
FSP Licence 17699
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0861001356
Fax 0865498419
Website www.netto.co.za
Qualifications
- B.Com
- B.Compt (HONS)
- CA (SA)

- CERTIFIED FINANCIAL PLANNER®
- Financial Planner of the Year 2007
- Netto Invest is an FPI Professional Practice™
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Offshore Investment

FOCUS

Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement Planning.

OTHER SERVICES

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

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Aims
BoE Life
Cadiz
FMI
Foord
Franklin Templeton
M3
Nedgroup Investments
Northstar
Prescient
PSG Group
RMB Fund Managers
SEI
RMB Fund Managers
Standard Bank Group
Sygnia
TSA

EXPERIENCE

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.

ABOUT FIRM

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™

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R1000000.00
Recurring monthly: R5000.00
Remuneration Salary
Legal structure of employer (Pty) Ltd company
Number of staff 21 - 50
Indemnity insurance Insurance: yes
Value: R12000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
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