What people say about us
Nick Pattenden, Product Manager
Davide Le Page, Environmental NPO Vice-Chair & Coordinator
Pierre Fourie, Managing Director & Engineer
Sheldon Yoko, Professional Drummer
Sybil Goosen, Short-term Insurance Broker
Jonathan Winnaar, Computer Scientist
I really enjoy how you use tech in your business."
Jacqueline Booysen, Physiotherapist
Jacqueline Booysen, Physiotherapist
"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 He challenges outdated notions of investment with a more fluid, individualized and progressive approach.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 His approach is refreshing and forward-thinking which stands starkly out amidst a sea of outdated institutions.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
"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
"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
"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
"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
"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
"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."
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.
Andy McWalter, CFP®
Financial Planner
Director
Tashrika Isaacs
Business Administrator
Brad McWalter, CFP®
Financial Planner
Key Individual
Director
Our Administrative Partner
Approach Administration
To support our operational workflows and ensure precision behind the scenes, we partner with Approach Administration, a dedicated specialist service provider built to support financial advisory practices.
Streamlined Digital Capabilities: They leverage modern software platforms for seamless online approvals and electronic signatures, replacing slow manual paperwork with secure, efficient digital turnarounds.
Rigorous Back-End Support: Approach specialises in structured administrative solutions, allowing us to maintain high standards of accuracy across portfolio implementation and routine servicing.
This collaboration gives us extra operational bandwidth, ensuring that your day-to-day administrative needs are managed with absolute reliability while we focus entirely on your financial strategy.
Contact us
Reception: 021 035 1436
Support: 021 761 0488
We'd love to hear from you and to explore our synergies.
Address: McWalter F&A, Venture Workspace Constantia, Corner of Ladies Mile and Spaanschemat River Road, Constantia, 7800