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 0215301260
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
Capital International
RMB Fund Managers
Standard Bank Group
Sygnia
TSA

EXPERIENCE

Ian studied at UCT and UNISA, qualifying as a CA (SA) in 1994 and became a client of Netto Invest soon thereafter. Recognising an opportunity to use his professional background to help clients make good financial decisions Ian joined the company as a shareholder in 1999, and assumed the role of MD in June 2014.


Prior to joining Netto Invest, Ian’s work experience included three years in Cape Town, playing a pivotal role in the successful turnaround of a national retail chain and three years in London working in structured finance at the Lloyds Bank Group, where his responsibilities included statutory reporting and taxation compliance for about 70 companies.


Ian is a member of the Financial Planning Institute (FPI) and the South African Institute for Chartered Accountants (SAICA) and in 2007 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.
Ian has presented at both the Personal Finance Financial Planning Club, the Financial Planning Institute’s Annual Convention and is often requested to share his expert advice appearing on CNBC Africa, ETV, 702 Talk Radio and contributing to articles in Personal Finance, Business Day and Finweek.


Ian has strong analytical abilities and in-depth local and international experience in finance and tax and is passionate about guiding clients to make informed investment and financial decisions. The work of his support team plays an integral part in this process.


As part of Netto’s sustainable business vision, Ian promotes mentoring the graduates who join Netto’s development programme to ensure that they strive to achieve their full potential.
Ian is married to Ali and they have two teenagers with whom he enjoys hiking, camping and scuba diving. Ian is private pilot and serves as a trustee of the St Luke’s Hospice Foundation.
 

ABOUT FIRM

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

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: R20000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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