Our Company

Providing Wealth & Investment Advice Since 1989

We are privately-owned and 100% independent which means that we have no commitments or obligations to any service providers. Our independence allows us the freedom to objectively advise our clients on the most competitive and appropriate solutions available to suit their needs.

Our team of CERTIFIED FINANCIAL PLANNER(CFP®) Professionals earn on-going advice fees meaning that their income is not commission based. We believe this aligns our Financial Planners’ interests with our clients’ long-term objectives. Trust is at the heart of what we do and much like investing, it can only be earned over time. We demonstrate our dedication to this by maintaining the highest compliance and regulatory standards as well as employing qualified, competent and caring staff.

Private Wealth: Our goal has always been to assist executives, families & retirees in living out the life which their wealth enables by building portfolios around needs.

Corporate Businesses: Our client engagements have assisted us in adding value to business owners and entrepreneurs by providing tailored employee benefits and cash management solutions.

Mike Sacks CFP®

Founder & Lifestyle Financial Planner

Mike is a Certified Financial Planner (CFP®) and holds a Postgraduate Diploma in Financial Planning from the University of the Free State.

Mikes’ career began with Legal and General as an insurance broker in 1986 where he established himself and an understanding for financial products. He quickly realized that he could provide his expertise to clients independently so he founded Sacks & Associates in 1989.

With over 30 years experience, Mike enjoys engaging with clients and assisting them with navigating their financial wealth. Mike was also a finalist in the FPI Financial Planner of the Year competition.

Jonty Sacks CA(SA), CFA, CFP®

Lifestyle Financial Planner

Jonty is a Chartered Accountant CA(SA), Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). He holds a Bachelor of Commerce and Postgraduate Diploma in Accounting from the University of Cape Town as well as a Postgraduate Diploma in Financial Planning from the University of the Free state where he passed with distinction.

Jonty started his career with BDO as an auditor in 2017 where he completed his articles. He was on the audit teams of private and listed companies where he gained valuable insight and experience into different industries. Jonty joined Sacks & Associates in 2020 as a Lifestyle Financial Planner.

Providing Bespoke Wealth Solutions

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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