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Our Vision

Professional Financial Planning in a client centric ecosystem.

Personalised CPD Programmes

Our CPD offering includes online courses, Face to Face interventions and webinars. We develop material based on your specific needs. CPD with Barbara Mundell Consult is value for money and translates to with tangible benefits at each encounter.

Our Technical Support Services

Our technical support provides you with a technical analysis to any question(s) you have.
Our Technical opinions reference legal and practical sources supplied in a professional format that you can add to your client file for future enquiries.

Virtual Partner™

Our Virtual Partner™ offering allows financial advisors to focus on their clients whilst an experienced administrator supports your back office. We have a range of packages designed by a financial planner to suit your needs.

Lastest developments

Why Barbara Mundell Consult?

Barbara Mundell Consult (PTY)LTD was founded in 2019 aimed to assist financial professionals with the delivery of their services to educated consumers.

We believe that Financial Planning by Ethical and professional financial planners has the power to change lives.
Financial Planners that educate their clients enables them to make better financial decisions and enhancing their lives and those around them.

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9

Years of Financial Planning,
Accounting and Tax experience

2

Downloadable resource

8

Latest Articles Available

2

Hours of CPD Content

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