An authourised financial services company – FSP no. 49932

Committed to helping our clients succeed

You Need A Reliable Financial Planning Firm That Helps Deal With Your Family and Business Matters

Professional and experienced financial planners

You've come to the right place

Barter Advisory Services is a personalised and client-focused financial planning company backed by over 20 years of experience. We provide financial planning to individuals and corporate companies in following areas: 

  • Life Cover
  • Disability Assurance
  • Severe Illness Cover (Cancer, Heart Attacks, etc.)
  • Income Protection
  • Retirement Planning
  • Offshore and Local Investments
  • Children’s Education
  • Wills and Trusts
  • Estate Planning
  • Provident and Pension Funds
  • Medical Aids
  • Gap Cover
  • Business Assurance
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We work with the following esteemed service providers

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Our client's reviews

I have full confidence in the ability of Lisa Barter and her company to secure my financial well being. I have left my financial planning in her hands and know that the job will be done with integrity and my welfare as a top priority.
Gina Wills
Owner - Specialized West Coast
There are not many financial advisors that I can say I feel comfortable with. Lisa Barter is not only transparent, she is trustworthy and honest. She ensures my financial future, and that of my family, is well taken care of. I highly recommend Lisa Barter's services with 100% confidence.
Ashley van Rooyen
Director - Fire and Ash Marketing (Pty) Ltd
Lisa has really gone the extra mile for my wife and I, and made the signing and FICA process so seamless! One thing about Lisa is that she will turn over every stone in order to ensure you get the best solution to meet your needs.
Karlien de Bruin
Founder - Dragonfly Tri

An authourised financial services company – FSP no. 49932

Contact Details

Based in Cape Town, serving clients worldwide. Number : +27 82 550 8778​
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