THE GREATEST GIFT YOU CAN GIVE SOMEONE IS TIME

PATIENCE IS INVESTING IN YOUR OWN FUTURE

YOUR DECISIONS TODAY WILL IMPACT YOUR TOMORROW

Your Wealth Management Specialists

Established in 1989, we are an independent lifestyle financial planning practice. We assist Private Wealth & Corporate Clients in the end-to-end process of building their long-term wealth as well as preserving this throughout retirement and from one generation to the next.

Years

%

Independent Advice

  • Client Retention 98% 98%

Our Team

Mike Sacks

Mike Sacks

CERTIFIED FINANCIAL PLANNER®

Jonty Sacks

Jonty Sacks

CERTIFIED FINANCIAL PLANNER®

Price is what you pay, Value is what you get

WARREN BUFFETT

What our clients say:

Here’s what our long-standing clients have to say about us

Before retiring, I sought investment advice from Sacks & Associates for my retirement capital. Choosing to follow their guidance has proven to be a wise decision, as I’ve been completely satisfied with the performance of my funds over time. For peace of mind, I have annual consultations with the team to ensure my goals remain on track. Thank you for making this process hassle-free, allowing me to enjoy my retirement.

Alfrieda (72)

Since my first meeting with Sacks & Associates, they have been highly professional and instrumental in helping me achieve my financial goals through personalized strategies and clear guidance. Their professionalism, integrity, and dedication have provided me with confidence and peace of mind about my financial future.

Sarah (63)

Thank you to Sacks & Associates for helping me clarify my personal finance concerns. Their tailored, sound advice left me confident and empowered to implement my investment strategy all by myself.

James (45)

What Can We Help You With?

Lifestyle Financial Planning

How much money is enough? The answer depends on your specific goals and circumstances which is why we assess each client holistically and factor the following into our advice process:

Investment | Retirement | Estate | Risk 

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Investment Planning

Investing requires patience & discipline to acheive long-term returns. Through our professional implementation of asset allocation, fund manager selection, tax-efficiency, and low-cost strategies we can offer our clients a range of local & global investment solutions.

click for more info

Retirement Planning

Many retirement vehicles have tax benefits that every investor should be taking advantage of without compromising their liquidity and investment opportunities. Through cashflow modelling we can assist in forming and carrying out your retirement plan with you.

click for more info

Estate Planning

Without a valid will your estate will be distributed intestate, meaning beneficiaries and procedures are determined according to legislation and not your last wishes. We tailor estate plans to provide for estimated  expenses & shortfalls to ensure your last wishes are fulfilled.

click for more info

Business & Life Assurance

Risk Planning is a crucial part of financial planning that protects people and businesses against unforeseeable events. Companies and Business Owners face similar risks of death, disability, severe illness and health in relation to key employees and business partners.

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Employee & Group Benefits

Employee benefits can be a competitive advantage in the workplace and help secure qualified and key employees. We manage several group benefits and can assist business owners in providing employees with tailored benefits to suit their needs.

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Share Portfolios

As a specialist financial advisory business, we are able to offer our clients a layer of advice and protection over their share portfolios. Through our trusted partners we offer competitively priced and tailored stockbroking solutions.

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Cash Management Solutions

Corporates and individuals know that banks do not provide sufficient interest on cash which causes inflation and financing costs to erode value over time. We have effective solutions aimed at providing individuals and corporates with liquid, low volatility and cash management solutions.

click for more info

Lifestyle Financial Planning

How much money is enough? The answer depends on your specific goals and circumstances which is why we assess each client holistically and factor the following into our advice process:

Investment | Retirement | Estate | Risk 

Investment Planning

Investing requires patience & discipline to acheive long-term returns. Through our professional implementation of asset allocation, fund manager selection, tax-efficiency, and low-cost strategies we can offer our clients a range of local & global investment solutions.

Retirement Planning

Many retirement vehicles have tax benefits that every investor should be taking advantage of without compromising their liquidity and investment opportunities. Through cashflow modelling we can assist in forming and carrying out your retirement plan with you.

Estate Planning

Estate planning is about more than just having a will and

Business & Life Assurance

Risk Planning is a crucial part of financial planning that protects people and businesses against unforeseeable events. Companies and Business Owners face similar risks of death, disability, severe illness and health in relation to key employees and business partners.

Employee & Group Benefits

Employee benefits can be a competitive advantage in the workplace and help secure qualified and key employees. We manage several group benefits and can assist business owners in providing employees with tailored benefits to suit their needs.

Share Portfolios

As a specialist financial advisory business, we are able to offer our clients a layer of advice and protection over their share portfolios. Through our trusted partners we offer competitively priced and tailored stockbroking solutions.

Cash Management Solutions

Corporates and individuals know that banks do not provide sufficient interest on cash which causes inflation and financing costs to erode value over time. We have effective solutions aimed at providing individuals and corporates with liquid, low volatility and cash management solutions.

What Life Does Your Wealth Enable You To Live?

Lifestyle Financial Planning

How much money is enough? Well, it depends on your specific goals and circumstances which is why we assess each client holistically and factor the following into our advice process:

Investment | Retirement | Estate | Risk 

Investment Planning

Investing requires patience & discipline to acheive long-term returns. Through our professional implementation of asset allocation, fund manager selection, tax-efficiency, and low-cost strategies we can offer our clients a range of local & global investment solutions.

Retirement Planning

Many retirement vehicles have tax benefits that every investor should be taking advantage of without compromising their liquidity and investment opportunities. Through cashflow modelling we can assist in forming and carrying out your retirement plan with you.

Estate Planning

Without a valid will your estate will be distributed intestate, meaning beneficiaries and procedures are determined according to legislation and not your last wishes. We tailor estate plans to provide for estimated  expenses & shortfalls to ensure your last wishes are fulfilled.

Local Partners

Global Partners

Get In Touch

+27(11) 886 7273

Flexisuite, Sandton Gate
7 Minerva Avenue, Glen Adrienne
Sandton 2196

PostNet Suite #0257, Craighall 2026

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