EPISODE · Nov 20, 2024 · 16 MIN
Bridging Expertise and Relationships
from COVER Magazine
Ryan McCaughey, a financial advisor at Hewett Wealth and 2021 Financial Planner of the Year, combines over 14 years of investment experience with a passion for people. Based in Cape Town, Ryan’s approach focuses on educating clients through each step of the financial planning process. His background in portfolio management and equity analysis equips him with deep market insights, which he uses to create tailored financial plans. Ryan emphasises the role of technology in scaling advisory practices and highlights the importance of building long-lasting relationships with clients, ensuring that they receive personalised, transparent financial advice for a secure future.
What this episode covers
Ryan McCaughey, a financial advisor at Hewett Wealth and 2021 Financial Planner of the Year, combines over 14 years of investment experience with a passion for people. Based in Cape Town, Ryan’s approach focuses on educating clients through each step of the financial planning process. His background in portfolio management and equity analysis equips him with deep market insights, which he uses to create tailored financial plans. Ryan emphasises the role of technology in scaling advisory practices and highlights the importance of building long-lasting relationships with clients, ensuring that they receive personalised, transparent financial advice for a secure future.
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Bridging Expertise and Relationships
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