Financial Planning

Financial Planning & Investments

Success is reached through planning and preparation. Let us help you on your way to financial freedom through financial planning.

Overview

Providing core services to plan and manage clients financial success, Machrie Financial planning is the original parent company of The Group.

Services offered include

  • Long-term insurance:
    Life, disability, dreaded diseases, accident, funeral cover and retrenchment cover to mention but a few.

  • Financial planning:
    We will assist you to determine what you need to do now to make your retirement goals a reality. We will also ensure that you are aware of the risks to you and your family's financial future and put you in a position where these risks will have a minimal effect on you. While we are at it we might as well see if we can save you some tax and help make you some extra money by helping you to manage your financial affairs better. 

  • Investments and savings:
    Linked products, unit trusts, retirement annuities and savings plans and Tax Free Savings account.
    When saving or investing, your choice of product will determine how you are taxed and when and how you will have access to your funds. We will help you to make the right choice that suits your needs.

  • Business insurance:
    Group cover, buy-and-sell agreements, key man insurance and deferred compensation.

  • Financial advice:
    We are in the advice giving business and not just the product selling business. We believe that it is more important to receive the right advice than to choose the right product. Often a product isn't the solution to a problem. The best investment you can often make is to payoff your debt instead of making a new investment or taking out a policy. Unfortunately a practice that only works in commission can't afford to give that kind of advice. It is for this reason that we are a fee based practice and operate along the same lines as your accountant or lawyer. This aligns the interests of client and advisor and creates long term relationships based on trust.