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    Simplicity. Clarity. Acuity.

    McWalter F&A is borne out of the need to provide holistic, bespoke, independent financial portfolio solutions for families, professionals & small businesses that take their financial future seriously.

    The journey of life is a collection of events, summing together to form your unique experience. It is as much made up of your future expectations, as it is your past experiences. It's therefore important, every now & then, to pause for reflection and consider the important questions: who am I and what is important to me? This allows us to define our inimitable meaning.

    We believe that the richness of a person has nothing to do with their financial wealth, and everything to do with their meaning; a rich person is a person who lives life with meaning. Simplicity, clarity & acuity are important tenets with which to create a financial portfolio. And it is our purpose to create financial portfolios that cultivate & support a meaningful way of life.

    "A wise person should have money in their head, but not in their heart."

    ​- Jonathan Swift, Author of Gulliver's Travels
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    What We Do

    Investment and retirement planning, income planning, risk cover (long-term insurance), estate planning, health cover & financial advice.

    Start an Immediate Discovery Session

    Holistic Planning

    All or a large portion of your financial portfolio is assessed, monitored and managed by us.


    Focused Planning

    You've requested us to focus on only a particular aspect of your financial portfolio.


    Advice Only

    You require no financial product implementation, only a plan or advice.


    ​Who We Are

    Brad McWalter, CFP®

    Planner, Company Director


    Warren Fialkov CA(SA)

    Planner, Accountant


    Tashrika Isaacs

    Business Manager


    Approach Admin

    Support Team

    A Brief History

    What People Say

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    See the Team section above to explore our individual online presences.

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    Brad McWalter, CFP®

    Director & Key Individual


    Tashrika Isaacs

    Business Manager


    Operations & Support

    Email: info@approachadmin.co.za | Phone: +2721-761-0488 | Address: Unit 4 Bell House, Bell Crescent, Westlake Business Park, Cape Town, 7945