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."
What We Do
Investment and retirement planning, income planning, risk cover (long-term insurance), estate planning, health cover & financial advice.
All or a large portion of your financial portfolio is assessed, monitored and managed by us.
You've requested us to focus on only a particular aspect of your financial portfolio.
You require no financial product implementation, only a plan or advice.
Who We Are
Brad McWalter, CFP®
Planner, Company Director
Warren Fialkov CA(SA)
What People Say
"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 He challenges outdated notions of investment with a more fluid, individualized and progressive approach.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 His approach is refreshing and forward-thinking which stands starkly out amidst a sea of outdated institutions.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."
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."
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!"
"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."
"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."
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."
"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."
I really enjoy how you use tech in your business."
Short-term Insurance Broker
Reach out to us...
See the Team section above to explore our individual online presences.
Brad McWalter, CFP®
Director & Key Individual
Email: firstname.lastname@example.org | Phone: +2721-761-0488 | Address: Unit 4 Bell House, Bell Crescent, Westlake Business Park, Cape Town, 7945