Stable and steadfast

A different approach to wealth management.

Slow and steady wins the race. While saving for retirement isn’t exactly a competitive sport, the adage holds true for what will get you across the finish line.

At the Machel Group, we think differently about investing. And our clients do too. Generating the highest possible return is not our goal. Growing your wealth steadily without losing it is our focus — and our strength. We specialize in creating highly predictable return strategies for investors interested in making money regardless of market behavior.

We follow a set of clearly defined, carefully measured steps to help you reach your investment goals. Drawing on an extensive range of investment types, tax and estate planning strategies, and insurance offerings, we help you manage risk in all aspects of your life, so your investment path remains clear and comfortable.

Central to our approach is the creation of a financial safety net — a “floor” within your portfolio that protects your wealth from significant decline. Because one of the worst things that can happen as you near the end of a marathon is to be told you must retrace your steps to the first mile marker and begin again.

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

17 December 2018
Is this a repeat of 1998?
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12 December 2018
Whatever you do, don't look now
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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