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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k•••••••@netto.co.za
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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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