Established in July 2013, Net-Wealth Analytics (Pty) ltd is a wealth management firm committed to our client’s security, success and fulfillment. We are 100% black-owned and managed. Since its founding, it has emerged as a leader in the field. Our NetWealthVision™ process integrates customized investment management, financial planning and advisory services and consumer education to individuals, enterprises, stockvels and corporates in the form of a multi generational planning. Net Wealth Analytics aims to be the service provider of choice to those in need of financial advice, investment planning, estate planning, retirement planning, wealth creation, consumer education as well as Retirement Funds Asset Consulting. 

 

What is in a name?

 

Net Wealth is defined as Total Asset (TA) minus Total Liability (TL) of an individual or company.  Net wealth is used when talking about value of a company or personal finance of an individual’s net economic position. Which means from each and every contact point with the client, we aim to ensure that Net Wealth is created, is grown as well as preserved depending on the client life stage.

 

Therefore our operational DNA is: PA – PL = NW (A)

*PA – Personal Assets

*PL – Personal Liabilities

*NW (A) – Net Wealth approached analytically

 

Mission Statement

 

• To provide the highest quality and most comprehensive solutions to achieve our client’s financial goals and objectives

• To remain totally independent, HybridFeeStructure™ firm with the continuing objective of being recognized as a leader within the Net Wealth Management and Fiduciary Services fields which provide advice that is untainted and free from conflict of interest.

 

Our Values

Integrity. Honesty. Respect. Excellence. Long-Term client relationship. Knowledge

 

Founding Principle

 

• We will endeavor to provide our clients service without bias, counsel without conflict, and advice based only on our client’s best interests.

• We will adhere to the highest ethical standards in all our endeavors while meeting the professional goals of our associates and creating value for our clients by affording us the flexibility of selecting the best service providers offering tailor-made solutions.