“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 Authorised FSP (No. 49877)