We provide innovative financial services to happy clients and we use these products to improve your physical wellness. Healthy wallet = happy mind!
There are few individuals who hold membership at the South African Institute of Tax Professionals (SAIT) and at the Financial Planning Institute of Southern Africa (FPI). William Barrett is one of those individuals and he consults with other business owners and professionals.
WILLBARR Consult was founded for clients by professionals who believe in appropriate advice. We build long term relationships and value time spent with employees and clients.
Ultimately, we would like to give you peace of mind when you think about your financial portfolio and experience efficient service.
By integrating your Annual Tax return, Medical Aid, Retirement Planning and Life Cover with WILLBARR Consult you address all your needs under one brand, giving you more free time to do the things you enjoy most.
We are proud to call ourselves Independent Financial Planners, meaning we do business with all the leading Insurers and Asset Managers, giving clients the right solutions for their unique needs.
William Barrett holds a B.Comm Law degree, a Postgraduate Diploma in Financial Planning, Higher Diploma in Taxation and is a registered Family Business Consultant. His Consulting Business and Non-Profit Company, The WILLBARR Foundation, was registered in 2015.
Our areas of proficiency include:
• Business Assurance
• Car and Household Insurance
• Commercial Insurance
• Employee Benefits
• Group Assurance
• Life Insurance
• Medical Benefits
• Payroll Administration
• Retirement Planning
• Wills and Testaments
