Investment & Financial Services

About Us

Verryn Macdonald Investment and Financial Services is an independent Financial Advisory practice. Our office offers the full range of tax and financial accounting services through Verryn & Co , a Chartered Accountancy practice.

Craig Macdonald has been an independent Financial Advisor since 1996.

Qualifications include B.Com (Honours),a Certified Financial Planner (CFP), carrying an international certification which is recognized around the globe. In addition Craig is also a member of the Financial Planning Institute which is the highly regarded professional institute for practitioners in the financial planning industry in South Africa.

Services

Investment Planning

Personalised Local and International Investments. Tailor make the portfolio specific to to risk profile of the client.

Whether you’re an individual, a trust, a company or an untaxed organization we provide the most cost efficient investment solutions to suit your specific needs. * Tax efficient investing * A comprehensive range of local and offshore investments. * The ability to change your portfolio as your objectives change*

Retirement Planning

Retirement Planning is not foremost in most individual’s minds: Only 6% of South Africans retire financially independent. Of the remaining 94%; 47% rely on their families; 16% are dependent on the state and 31% are forced to continue working. To ensure that you are not part of the 94%, we offer a proper and accurate assessment that would determine whether or not your retirement plans are on track.

Specialist in advising clients at retirement.