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.

Market Ethos

16 August 2022
Filtering Forecasts
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9 August 2022
Why is the market so happy?
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Investor Strategy

August 2022
Second half off to a good start
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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.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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