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What people say about us

Nick Pattenden, Product Manager

2024

"Right from the beginning Brad makes you feel at ease with him. He is a people person and is very easy to do business with. He and his company are exceptional at communication and using the most up to date software for online approvals and signatures. Which is a change from the old way of having to sign everything in person. I highly recommend you use his financial services, you will not find a more dedicated, down to earth, personable financial advisor anywhere! He has a passion for perfectionism which is well suited to the industry."

Davide Le Page, Environmental NPO Vice-Chair & Coordinator

2022

"I have known Brad McWalter of McWalter Financial and Advisory professionally for several years now. He has taken a deep and sincere interest in ethical investment, climate, the environment, ESG, and how investment can be leveraged to do good. I know that this is an area of constant thought and research for him, which speaks to his very high professional standards. As Fossil Free SA, we are indebted to him for his ongoing personal and professional support in achieving our mission of securing a world free of fossil fuels in which investment can support, and not undermine, common prosperity for current and future generations."

Pierre Fourie, Managing Director & Engineer

2021

"To give a good review to the service I have received from Brad McWalter comes extremely easy. I am very skeptical by nature how ever I felt assured and confident migrating my retirement savings and to have Brad and his team assist with the process. Everything was done right the first time, communication is outstanding and overall it was a pleasant and professional experience. By default I get multiple opinions before I commit to anything and I can say without a doubt that Brad and his team knows this industry the best. They always had an answer for my questions. Brad McWalter, CFP provides exceptional financial planning solutions with no short comings."

Sheldon Yoko, Professional Drummer

2021

"Brad is the real deal! He has been extremely helpful with everything that I’ve needed assistance with over the last few years. With all the uncertainty that has come with Covid-19, Brad has kept calm and professional which really has helped ease my mind and his advice is always sound."

Sybil Goosen, Short-term Insurance Broker

2021

"Brad keeps impressing me with his wealth of knowledge, in order to grow my wealth! He applies that knowledge to serving his clients and keeps them satisfied. I will recommend Brad to anyone."

Jonathan Winnaar, Computer Scientist

2021

"Great job man. I enjoy working with you.
I really enjoy how you use tech in your business."

Jacqueline Booysen, Physiotherapist

2020

"I have known Brad in his capacity as a financial advisor for nearly 8 years. He has always displayed the highest integrity and skill. He challenges outdated notions of investment with a more fluid, individualized and progressive approach. He has broken free from narrow minded corporate shackles and his growth shows. His approach is refreshing and forward-thinking which stands starkly out amidst a sea of outdated institutions. He believes in the right fit for a clients' needs, rather than a one-size-fits-all solution. His needs analysis is thorough and personal. He goes the extra mile for each of his clients because simply put - he cares. The personal touch and personalized advice makes all the difference! It has been a pleasure knowing Brad and having the privilege of his outstanding financial advice."

Ridhwaan Walele, Chartered Accountant & Auditor

2020

"I have had the pleasure of working with Brad McWalter. I have had an excellent experience where Brad went into the detail and metric analyses of funds to provide the value that I had not experienced before. Brad is incredibly smart and a genuine person and this makes it easy to work with him as there are no hidden agendas, sales tactics applied and a pure concern to improve the financial planning of his clients."

Daniel Souchon, Senior Software Developer & Systems Architect

2019

"Brad is both personable and professional. He makes financial advice accessible and transparent to the client. His research between first meeting and his customised proposal is thorough and detailed. These attributes and actions inspire confidence and rational peace of mind."

Lloyd McKellar-Basset, Telecomms Senior Technician

2018

"Brad and his team have done it again! In this day and age, there are thousands of products and policies available for one to take out to prepare for the ‘just in case it happens’ situations. I firmly stood by my thought that I would be absolutely fine and that no external cover was required. Little did I know, Brad knew a lot, about a lot. Encouraging me to ‘just think about myself’ led me to taking out a Life Policy. Looking back to 5 weeks ago, suddenly being involved in a hit-and-run, breaking my right leg and will be recovering for 2 months - proper advice has gone a long way to enabling a manageable way ahead to ‘deal with it.’ I trust Brad. You can too."

Meghan Westgate, Social Media Manager

2017

"I just want to say a massive thank you to this incredibly special company. Brad, you and your team went above and beyond the call of duty for me and my husband in a time of great stress and anxiety! You answered every single one of my annoying emails almost immediately and reassured me every single step of the way during our claim process! Without you, I don’t know that we would have got the results that we did! Thank you for changing our situation dramatically for the better. A truly incredible team you are, and my recommendation couldn’t be stronger or higher! Thank you from the bottom of my heart!"

Cameron Nyce, Musical Equipment Distribution Category Manager

2016

"Bradley is honest, which is an ideal trait when you are working with finances. He was quick to assist and very forthcoming with information. He quickly looked through my requirements and tailored a package that would suit my needs, while respecting my requests. He was quick to correct me when my thinking was incorrect, but explained from the position of someone who genuinely believed in his products and who was genuinely concerned about my best interests. Would I recommend him to my friends and family? Absolutely, I have already."

Petrus Prinsloo, Software Developer

2016

"Bradley has been my financial advisor since I moved to South Africa. He has given me excellent service every time I contact him. He gave me actual advice, not just trying to sell me product like some of the other advisors I contacted. He replies promptly and very professionally, always making sure my questions are answered. I have only had a positive experience with him, and have recommended him to friends and colleagues."

How we can help

At McWalter F&A, we offer a holistic approach to your financial journey, from advice and planning to full implementation and ongoing servicing. We recognize that each financial portfolio is as unique as its owner, which is why we work closely with you to co-create a meaningful and personalized financial path. Our commitment goes beyond managing your portfolio—we partner with you to ensure every aspect of your financial wellbeing is thoughtfully addressed.

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Estate Planning

Protect your legacy with comprehensive estate planning, including income protection, to safeguard your assets and ensure your wishes are fulfilled.

Investment Planning

Achieve your financial goals with personalized investment planning, including income plans, for strategic wealth growth and stability.

The team

You are unique. We engage from this space, working to uncover what's important to you, providing a solution to enshrine this, and wrapped with our professional guidance. The outcome is a meaningful financial portfolio, optimised and efficient, and comprehensive in it's implementation.