McWalter Financial & Advisory
Financial Services
Cape Town, Western Cape, Za
4 employees
IN
- Employees
- 4
- Contacts
- 3
- Emails
- 3
- Phones
- 1
McWalter Financial & Advisory Overview
- Headquarters
- Cape Town, Western Cape, Za
- Website
- mcwalter.co.za
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2018
- Stock Symbol
- IN
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About McWalter Financial & Advisory
Our vision is a world in synergy through financial wellbeing. At McWalter F&A, we offer a holistic approach to your financial journey, from advice and planning to full implementation and ongoing servicing. We recognize that each financial portfolio is as unique as its owner, which is why we work closely with you to co-create a meaningful and personalized financial path. Our commitment goes beyond managing your portfolio—we partner with you to ensure every aspect of your financial wellbeing is thoughtfully addressed.
McWalter Financial & Advisory Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
McWalter Financial & Advisory Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Tashrika Isaacs | Business Administrator | City of Cape Town, Western Cape, South Africa |
Email
|
| Brad Mcwalter, Cfp® | Co-creating Financial Wellbeing with Purpose and Clarity. | Cape Town, Western Cape, South Africa |
Email
Phone
|
| Warren Fialkov | Financial Advisor at Mcwalter Financial & Advisory | City of Cape Town, Western Cape, South Africa |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |
| General | 1 | 1 | 0 |