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Approach Administration

At McWalter F&A, we are dedicated to providing exceptional financial planning services to our clients. A key component of this commitment is our strategic partnership with Approach Administration, a leading outsourced administration service specializing in the financial services industry.

About Approach

Established in 2007 and based in Cape Town, Approach Administration has built a solid reputation for delivering experienced, efficient, and affordable administrative support to financial advisors. We partner with them for the following services:

  • New Business Administration: Collaborating with consultants and leveraging their extensive network to expedite the issuance of new business, such as medical aid, gap cover, risk applications, and investments.

  • Client Servicing Administration: Providing top-notch service to clients by handling tasks like changes of address or beneficiary, debit order issues, claims processing, and investment switches and transfers.

Approach Administration's vision is to be the leader in administration within the financial services industry, striving to be the most accessible, dynamic, and dependable service provider. Their mission is to positively impact every financial advisor, client, and product provider they engage with, operating on principles of efficiency, care, trust, and professionalism. 

Our Partnership

Our collaboration with Approach Administration enables us to concentrate on our core strengths—developing personalized financial strategies and fostering client relationships—while entrusting administrative responsibilities to a team of experts. This partnership offers several advantages:

  • Enhanced Efficiency: By delegating administrative tasks to Approach Administration, we ensure that all processes are handled promptly and accurately, reducing delays and enhancing overall efficiency.

  • Professional Integrity: Approach Administration treats every task with professional integrity, providing us with peace of mind and allowing us to focus on growing our business.

  • Compliance Assurance: Their in-depth understanding of industry regulations ensures that all administrative procedures comply with the latest standards, mitigating potential risks.

  • Client Satisfaction: With administrative duties managed proficiently, we can dedicate more time to our clients, enhancing satisfaction and building long-term relationships.

Why This Matters

Our alliance with Approach Administration directly benefits our clients by ensuring that all administrative aspects of your financial planning are managed by seasoned professionals. This collaboration allows us to:

  • Focus on Your Needs: With administrative tasks in capable hands, we can devote our full attention to understanding and addressing your unique financial goals.

  • Provide Timely Services: Streamlined processes mean quicker turnaround times for applications, claims, and other services, ensuring your financial matters are handled efficiently.

  • Maintain High Standards: The combined expertise of our team and Approach Administration upholds the highest standards of service, professionalism, and compliance.

In choosing McWalter F&A, you are not only partnering with a dedicated financial planning team but also gaining the support of Approach Administration's extensive administrative expertise. This collaboration reinforces our commitment to delivering exceptional service and achieving the best possible outcomes for your financial future.

For more information about Approach Administration, please click the button below to visit their website.

Approach Admin