McWalter Financial & Advisory (pending FSP reg): We’re your independent allies, our best interest is what’s best for you.
Like a penny farthing bicycle, your portfolio needs one big wheel to drive it. the Wealth Creation Wheel, and one smaller wheel to stabilise it, the Wealth Protection Wheel. Inevitably, your focus will be on the larger front wheel, but the smaller back wheel needs to be solid, sturdy & independent. It’s this balance that creates a smooth ride, and it’s this balance upon which we focus.
We also offer advice for new entrants into the industry.