Verified recordFinancial Services

Kate Makin

Articled Financial Planner at Netto Invest Pty Ltd

Based in Cape Town, South Africa

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Seniority

Staff

Department

Finance & Accounting

Location

Cape Town

Industry

Financial Services

Company size

45

Contact information

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Email

1 credit

k•••••••@netto.co.za

Phone

5 credits

+27 ••• •••• ••••

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Background

About Kate Makin

Staying fit requires patience and perseverance, and there will likely be setbacks along the way. Similarly, investing can be a bumpy ride with market ups and downs. As a financial planner, I cannot accurately predict clients’ investment returns. However, I can help them prepare for economic turmoil by adopting an investment strategy that mitigates the risks.Since March 2022, I have been helping clients at Netto Invest build solid foundations for long-term success with investment portfolios that are well-balanced and cost-effective. Everybody’s investment journey looks different. My inquisitive nature enables me to gather the right information to develop an effective financial plan that addresses each client’s unique needs.I am detail-oriented and driven, ensuring accuracy, compliance, and thoroughness. I love the famed economist and podcast host David Beckworth’s approach to economics. Despite his prestigious reputation, he is always open to having his viewpoints challenged and values any opportunity to learn from others. Before joining Netto Invest, I completed my BA in Politics, Economics, and Philosophy at Stellenbosch University, followed by a B.Com Honours in Economics. During this period, I made the Dean’s Merit List for consistent academic achievement.I live by the motto: Life is short — smile while you still have teeth. My biggest passions include literature, politics, family, friends, health, and fitness. In my downtime, I like to read, run, play paddle, draw, and paint.

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