Reception 021 035 1436|Support 021 761 0488
Constantia, Cape Town|Licensed FSP 49877
Constantiaberg · Constantia, Cape Town
Financial planning · Constantia, Cape Town

A holistic approach to your financial journey, from advice and planning to full implementation and ongoing servicing. Every portfolio is as unique as its owner.

Speak with us → Our approach
Two CFP® plannersAndy & Brad McWalter
FSP 49877Licensed financial services provider
Advice to servicingOne partner, end to end
Estate Planning · Investment Planning · Income Plans · Legacy · Estate Planning · Investment Planning · Income Plans · Legacy · 
Advice · Planning · Implementation · Servicing · Advice · Planning · Implementation · Servicing · 
How we can help

A meaningful path,
co-created with you.

We work closely with you to co-create a personalised financial path. Our commitment goes beyond managing your portfolio: we partner with you so every aspect of your financial wellbeing is thoughtfully addressed.

i.

Estate Planning

Protect your legacy with comprehensive estate planning, including income protection, so your assets are safeguarded and your wishes fulfilled.

  • Wills, set up or reviewed
  • Income protection
  • Legacy structuring
ii.

Investment Planning

Achieve your goals with personalised investment planning, including income plans, for strategic wealth growth and stability.

  • Personalised portfolios
  • Income plans
  • Local & international platforms
iii.

Ongoing Servicing

Advice is only the beginning. We implement in full and stay with you, with an annual portfolio review and a clear service level agreement.

  • Annual portfolio review
  • Service level agreement
  • Digital approvals & e-signatures
Advice · Planning · Implementation · Servicing · Advice · Planning · Implementation · Servicing · 
How we work

One continuous journey,
drawn in a single stroke.

You are unique. We engage from that space, uncovering what's important to you, building a solution to enshrine it, and wrapping it in our professional guidance.

01

Advice

A thorough, personal needs analysis that starts with what matters to you.

02

Planning

A personalised plan, co-created with you, never one-size-fits-all.

03

Implementation

Implemented in full, with online approvals and electronic signatures.

04

Servicing

An annual portfolio review and ongoing care, backed by our SLA.

The team

Personal advice,
from people who care.

The outcome is a meaningful financial portfolio: optimised, efficient and comprehensive in its implementation, guided by certified financial planners.

Our logo · The Enso

Drawn in a single,
intentional stroke.

The Enso is a simple yet profound symbol from Zen Buddhism, associated with mindfulness, balance and the interconnectedness of all things. For us it reflects a commitment to holistic financial wellbeing.

Its open circle speaks to the continuous journey toward your goals, to adaptability, and to the idea that every path to financial success is personal and ever-evolving.

Clear, intentional financial solutions, tailored to each client's unique circumstances.
What people say

Trust, earned
over many years.

In our clients' own words, from 2016 to today.

Your portfolio

Everything in view,
one place to start.

Not sure which providers make up your portfolio? Ask us. Your client portals are one click away, and we're here to request anything that isn't.

Administrative partner

Approach Administration

A specialist service provider built to support financial advisory practices, giving us extra bandwidth so we can focus entirely on your strategy.

  • Streamlined digital capabilitiesOnline approvals and electronic signatures replace slow manual paperwork.
  • Rigorous back-end supportStructured administration keeps implementation and servicing accurate.
14 online portals · 4 email-request providers
Did you know? Your portfolio information is already in your inbox: insurance at each policy anniversary, investments quarterly or annually, and health cover every Q4. Need something from an email-only provider? We’ll help you request it.
Contact us

Let's begin
the conversation.

We'd love to hear from you and to explore our synergies.

Reception021 035 1436
Support021 761 0488
VisitVenture Workspace Constantia
Cnr Ladies Mile & Spaanschemat River Rd, Constantia, 7800
Based in Constantia, Cape Town

Speak with us

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