McWalter F&A
Independent Financial Advice House
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Independent advice house

McWalter F&A

 

Independent Advice House
Our advice is independent. Our recommendations and portfolio management is defined by what best suits you, our client.

Welcome!

We believe that our industry empowers individuals by providing a well-trodden path to financial freedom, and that our role is to guide our clients along this path. In doing so, we help families, busy professionals & small business owners secure their wealth & achieve their financial goals through customised wealth creation strategies. We walk with our clients.

We are an independent, licensed financial services provider and offer a holistic view on portfolio construction. Since our core belief is that client satisfaction leads to a successful business, our advice will always be fair & independent.

“Like a penny farthing bicycle, your portfolio needs a larger wheel to drive it: your investments, business, assets & career. We call this the Wealth Creation Wheel. But it also needs a smaller wheel to stabilise it: your insurance & contingencies. We call this 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 in this balance that a smooth ride is created, and this is what McWalter F&A focuses upon.” - Brad McWalter, CFP® // Director

 

Contact

☎ OFFICE

hello@mcwalter.co.za
(021) 007-5317

➤ Location

Cape Town

 

Areas of Practice


INVESTMENT PLATFORMS

Allan Gray, Stanlib, Glacier, Prime.


MEDICAL AID

Medihelp, Bestmed, Fedhealth, Bonitas, Discovery, Momentum.


Long-term Insurers

FMI, Brightrock, Sanlam, Hollad, PPS, Old Mutual, Momentum, Discovery, Liberty


GAP

Zestlife, Turnberry, Sirago, Stratum, Ambledown, KaeloXelus.


ShorT-term Insurers

Very extensive, via Prism Consulting.


Other

Property, Tax & Accounting, Legal.

 
 

 
 
A wise person should have money in their head, but not in their heart.
— Jonathan Swift
 
 

 
 
 

Let's Chat.

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