Machrie Financial Planning and Coaching

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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 Investment 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

It is with profound sadness and heavy hearts that we share the news of the passing of our dear colleague, Barries.Words ...
16/10/2026

It is with profound sadness and heavy hearts that we share the news of the passing of our dear colleague, Barries.

Words cannot truly express the sadness we feel as we say goodbye to someone who has been part of our Machrie family. Barries will be deeply missed, and his absence will leave a space that cannot easily be filled.

Our thoughts and heartfelt condolences are with his family, friends, and everyone who had the privilege of knowing him during this difficult time.

Rest in peace, Barries. You will always be remembered, and you will be greatly missed. 🕊️

Further details regarding the funeral and arrangements will be shared as soon as they become available.

Please note that Machrie will be closed today, from 16:00 to 17:00.We apologise for any inconvenience and thank you for ...
15/10/2026

Please note that Machrie will be closed today, from 16:00 to 17:00.

We apologise for any inconvenience and thank you for your understanding.

The Machrie Team

Your wealth might be growing—but how well is it protected?A strong financial plan needs both offence and defence. Invest...
07/10/2026

Your wealth might be growing—but how well is it protected?

A strong financial plan needs both offence and defence. Investments build your wealth, while the right insurance helps protect years of progress from being undone by one unexpected event. Because sometimes, protecting what you’ve built is just as important as building more.

www.machrie.co.za/how-strong-is-your-financial-plan/

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.

Two key goals of a financial plan are to help you grow what you have, and help you protect what you have. This is why conversations about financial planning should pay attention to your short-term cover. Everyday insurance is a critical piece of your long-term wealth strategy and helps ensure the pe...

How much is enough? And what would “enough” actually allow you to do?It’s easy to spend a lifetime chasing bigger portfo...
05/10/2026

How much is enough? And what would “enough” actually allow you to do?

It’s easy to spend a lifetime chasing bigger portfolios, higher returns and more wealth without ever defining the finish line. Financial planning should be about more than accumulating money—it should help you use your wealth to fund the life that brings you genuine satisfaction.

https://www.machrie.co.za/funding-your-life-satisfaction/

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.

It’s so easy to look at our budgets, our financial planning and our risk products and ask questions about what we have and don’t have. But what if, in all this planning and evaluating, we miss a crucial question? What if we don’t simply ask what we have, but remember to ask what it’s all [.....

01/10/2026

If someone looked at your bank statement, would they see what you say you value?

Our spending, saving and investing habits reveal more about our priorities than we might realise. Financial planning isn’t just about where your money goes—it’s about making sure your money is helping build the life and reflect the values you actually care about.

www.machrie.co.za/holding-up-the-mirror/

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.

Is your money working for you—or are you working for your money?Wealth is meant to be a tool for living a meaningful lif...
29/09/2026

Is your money working for you—or are you working for your money?

Wealth is meant to be a tool for living a meaningful life, but without knowing what “enough” looks like, the pursuit of more can quietly take over. Financial planning isn’t just about accumulating wealth—it’s about making sure your money funds the life you actually want to live.

https://www.machrie.co.za/whats-running-the-show/

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 invent tools to make our lives easier, more efficient, and more comfortable. But there is a strange phenomenon that happens when we aren’t paying attention. Sometimes, the tool quietly becomes the master. Money is perhaps the greatest example of this. At its core, wealth is simply a utility. It...

Markets fall, plans change and unexpected expenses happen—but resilience is one of your greatest financial assets. A goo...
25/09/2026

Markets fall, plans change and unexpected expenses happen—but resilience is one of your greatest financial assets. A good financial plan isn’t designed to prevent every bad day; it’s designed to help you navigate them with confidence.

https://www.machrie.co.za/financially-stronger/

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.

There is a powerful reminder that often surfaces when life feels overwhelming: You have survived your worst days, and you are stronger than you think. A.A. Milne put it like this: “You are braver than you believe, stronger than you seem, and smarter than you think.” When we apply this simple tru...

Celebrating our heritage, our traditions… and the sacred South African tradition of a braai! 🔥We’ll be closed on 24 Sept...
23/09/2026

Celebrating our heritage, our traditions… and the sacred South African tradition of a braai! 🔥

We’ll be closed on 24 September and back on 25 September.

May your fire be hot, your meat be perfectly cooked, and your uncle who says “I know what I’m doing” stay away from the braai tongs. 😂

Enjoy Heritage Day!

What good is a powerful engine if you don’t know where you’re going?Money can give you freedom, but it can’t tell you wh...
22/09/2026

What good is a powerful engine if you don’t know where you’re going?

Money can give you freedom, but it can’t tell you what to do with it. Your wealth may be the engine that funds your life—but your values, purpose, and the people you care about are what provide the direction.

https://www.machrie.co.za/the-engine-and-the-compass/

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.

Over the last few weeks, we’ve explored a completely different way to look at our wealth. We’ve considered an approach that looks at the mechanics of flourishing, rather than the inner workings of the stock market. We have stepped away from the spreadsheets and the investment graphs to ask what ...

Financial freedom can give you choices, but it can’t give you purpose. Your “second act” could be your most meaningful c...
18/09/2026

Financial freedom can give you choices, but it can’t give you purpose. Your “second act” could be your most meaningful chapter yet—if you plan not just for the life you want to afford, but the life you want to live.

www.machrie.co.za/your-balance-sheet-isnt-a-life-purpose/

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.

It’s not uncommon to speak with someone who believes that we spend decades of our lives looking forward to the day we can finally stop working. We build our financial plans, calculate our retirement numbers, and dream of a life with no alarm clocks or urgent meetings. This is a common cultural ass...

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

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