• Our vision is a world in synergy through financial wellbeing

      Our mission is to create financial wellbeing in the lives of our clients by guiding them through life's currents and by cultivating balanced perspectives


      Home

    ​​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

    Click to connect with Andy on LinkedIn

    Brad McWalter, CFP®
    Financial Planner

    Click to connect with Brad on LinkedIn

    Warren Fialkov, CA (SA)
    Financial Planner

    Click to connect with Warren on LinkedIn

    Candice Johnson
    Paraplanner

    Click to connect with Candice via LinkedIn

    Tashrika Isaacs
    Business Administrator

    Click to connect with Tash via LinkedIn

    How we can help

    From advice & planning only, to full implementation & ongoing servicing, there are numerous areas within your existing or prospective financial portfolio where we're able to assist. We understand that no two portfolios are the same, simply because they're defined by their owner. Our work goes further than your portfolio, we sit with you to co-create a meaningful journey.

    Get in touch

    Risk

    In the event of death, disability or critical illness, there are aspects that require preparation such as income provision, catering for dependents and neutralising tax liabilities.

    Investment

    Investing is a blanket term, some common interpretations are retirement planning, wealth accumulation, estate pegging and income generation.

    ​​Get in touch

    We'd love to hear from you and explore our synergies. You can contact us via our respective LinkedIn profiles above, or by emailing us using the button below. You can also call our support team (Approach Admin) on +27 21 761 0488.

    Email Us

    McWalter F&A has been evaluated on the regulatory requirements set out by the Financial Sector Conduct Authority, and has achieved an excellent standard of compliance.

    Disclaimer, Privacy Policy, Conflict of Interest Policy, Complaints Management Framework, PAIA Manual

    McWalter Financial and Advisory (Pty) Ltd is a licensed FSP (49877) | © McWalter F&A 2012