WILRATRUST

Wilratrust is a financial planning and advisory practice based in Paarl, South Africa. Led by accredited financial advisers and planners Willie Burger and Raché du Plessis, the team draws on decades of experience to help individuals and families make informed decisions and prepare for future financial responsibilities. Its services cover comprehensive cost, estate, tax, trust, and will planning, as well as investment and retirement planning.

Wilratrust also advises on usufruct and the nomination of beneficiaries for group life cover and other assets. The practice aims to help clients understand the financial and tax implications of their choices, manage potential estate expenses, support orderly succession, and plan for retirement income. Its guidance is informed by the clients’ personal circumstances and the information they provide.

Wilratrust shares educational resources through brochures, videos, articles, seminars, and radio discussions, helping people explore their options before deciding on a course of action. The practice emphasizes experience, personal service, and peace of mind, and invites clients to seek advice tailored to their needs