Machrie Financial Planning and Coaching

Machrie Financial Planning and Coaching Machrie Brokers started in 1991 as a life insurance and investment brokerage. We have core competencies in fee based financial and estate planning and coaching.

Machrie offers fee-based life-style Financial Planning Services for individuals who are serious about getting to where they want to be life and taking control of how they get there. As time passed, and Machrie grew to a dominant and respected financial services provider, its clients demanded a one-stop shop for all their insurance and investment needs. We specialise in Offshore Pensions and Invest

ment structuring. Our key individual Ruark Pepler is a member of the Financial Planning Institute of South Africa and is a Certified Financial Planner. Be Advised, not Sold

Building financial wealth matters, but so does investing in the people, relationships and experiences that make life mea...
03/09/2026

Building financial wealth matters, but so does investing in the people, relationships and experiences that make life meaningful. Because the ultimate purpose of wealth isn’t simply to have more—it’s to have more of what matters.

https://www.machrie.co.za/investing-in-social-wealth/

Machrie is an authorised financial services provider (FSP 15318). This is not financial advice, unless used as part of a consultation or record of advice by one of our financial planners.

We often dedicate the best, most energetic years of our lives to building a fortress of financial security. We work long hours, take on additional responsibilities, and sometimes miss important family milestones, all in the name of providing for the people we love. It is a noble pursuit, driven by a...

Some of the best returns in life never appear on a bank statement. From family holidays to once-in-a-lifetime experience...
01/09/2026

Some of the best returns in life never appear on a bank statement. From family holidays to once-in-a-lifetime experiences, discover why your money should create memories—not just grow numbers.

https://www.machrie.co.za/they-may-not-show-up-on-your-statement/

Machrie is an authorised financial services provider (FSP 15318). This is not financial advice, unless used as part of a consultation or record of advice by one of our financial planners.

One of the metrics used extensively in the financial profession to evaluate a given decision is the Return on Investment (ROI). It’s used in other areas too, like in marketing and operational planning meetings for larger companies and corporations. This metric drives us to optimise portfolios to c...

🌸 Happy First Day of Spring! 🌸A new season is a reminder that fresh starts are always worth celebrating.Here’s to new go...
01/09/2026

🌸 Happy First Day of Spring! 🌸

A new season is a reminder that fresh starts are always worth celebrating.

Here’s to new goals, new opportunities, and growing your financial future — one step at a time.

Happy Spring from all of us at Machrie!

Thank you to Magda for spoiling us with a truly memorable presidential dinner, in support of underprivileged schools. Wh...
25/08/2026

Thank you to Magda for spoiling us with a truly memorable presidential dinner, in support of underprivileged schools. What a truly wonderful occasion!

Banking scams are becoming increasingly common, and it’s important to know what to look out for and how to protect yours...
18/08/2026

Banking scams are becoming increasingly common, and it’s important to know what to look out for and how to protect yourself.

Take a few minutes to watch our video on our website, where we share practical steps you can take to keep your finances and personal information safe.

Watch the video, stay informed, and share it with your loved ones — together we can help keep everyone protected.

https://www.machrie.co.za/Banking_Scam_Warning_&_How_To_Protect_Yourself

Funding your healthspan It’s completely natural to obsess over the numbers on our… Read More Investing in social wealth We often dedicate the best, most energetic years of our… Read More View more blogs Finding the heart in financial planning When it comes to money and finances, what’s the f...

Please note that Machrie will be closed on 10 August 2026.We will be back again on 11 August 2026 to assist with any que...
10/08/2026

Please note that Machrie will be closed on 10 August 2026.
We will be back again on 11 August 2026 to assist with any queries

The best investment isn't always found on the stock market...Sometimes it's investing in the women who lead, inspire, su...
09/08/2026

The best investment isn't always found on the stock market...

Sometimes it's investing in the women who lead, inspire, support, and make every day a little better.

Fortunately, the returns are priceless.

Happy Women's Day from all of us at Machrie Financial Planning & Coaching.

Please note: Machrie will be closing at 16:00 today.Don't worry, we'll be back as usual tomorrow at 07:30, ready to assi...
04/08/2026

Please note: Machrie will be closing at 16:00 today.

Don't worry, we'll be back as usual tomorrow at 07:30, ready to assist you with any queries.

31/07/2026

Your children are watching your money habits every day. What invisible financial lessons are you teaching—and are they the ones you want to pass on?

https://www.machrie.co.za/invisible-ink/

Machrie is an authorised financial services provider (FSP 15318). This is not financial advice, unless used as part of a consultation or record of advice by one of our financial planners.

Have you ever thought about the unspoken money scripts we pass to our children? As parents, we often assume that teaching our children about money requires a formal sit-down conversation. We plan to wait until they are teenagers to explain the mechanics of a budget, the danger of credit cards, and t...

Address

7 Bekker Street
Trichardt
2300

Opening Hours

Monday 07:30 - 17:00
Tuesday 07:30 - 17:00
Wednesday 07:30 - 17:00
Thursday 07:30 - 17:00
Friday 08:00 - 14:00

Telephone

+27176380716

Alerts

Be the first to know and let us send you an email when Machrie Financial Planning and Coaching posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share