Tony Barrett is a highly experienced and successful wealth management advisor who believes passionately that it’s not all about the numbers. He specializes in blending holistic financial planning, wealth and asset management solutions into appropriate structures that enable an individual to have peace of mind. He is a qualified Chartered Accountant with international experience and a unique ability to crystalize a set of financial circumstances into a viable plan of action.
Tony’s vision is to be a trusted advisor and confidant to wealthy families and individuals, giving them financial, tax, fiduciary and investment advice. He loves helping people achieve their dreams and ambitions, thereby enabling them to focus on leading fulfilled lives.
Tony comes with a strong tax background, having held a senior position with the South African Revenue Service. Thereafter he joined PricewaterhouseCoopers as the Eastern Cape regional manager for their Personal Financial Services and Tax Consulting division. He then went on to join the offshore wealth management operations of PwC, and spent time in Jersey in the Channel Islands, advising international clients on their wealth management strategies. He joined BJM Private Client Services in 2005 to establish, build and lead a Wealth Management division for the hitherto stockbroking only firm.
In 2008 he was instrumental in establishing the BJM Charitable Giving Service, the philanthropic initiative of BJM Private Client Services, which advised clients on philanthropic solutions and structures. He is an expert and well experienced in philanthropic structures and strategies and has advised numerous individuals, corporates, churches and public benefit organisations, both South African and international.
In 2011 BJM became a wholly owned subsidiary of the FirstRand Group, one of the largest banking and financial services groups in South Africa, and Tony fulfilled a management role within the wealth segment of the bank. He was asked to run and manage the Fiduciary Advice division and was responsible for the fiduciary and estate planning advice given to all the high net worth individuals and trusts of RMB Private Bank and FNB Private Clients.
During the latter part of 2017 Tony became one of the founding shareholders of the Activ8 Financial Services Group (www.activ8group..co.za). This enabled him to fulfil his vision of being part of a independent team of advisors, offering quality advice to high net worth families, and helping them effectively transition wealth across generations.
Tony is married to Paula and they have two children, Daniel and Mitchell. They live in the leafy suburb of Kloof on the outskirts of Durban, in KZN South Africa.