Sacks & Associates – Who We Help

Different stages of life require different wealth creation and growth strategies. We provide advice and strategies to suit your personal circumstances, responsibilities, goals, and dreams.

Working With You Throughout Every Life Stage

Here’s a look at who we most commonly help by phases of life and the planning needs that change with them. We help you make the most of your planning process to secure your financial future.

7

Business Owners & Executives

As a business owner or executive, we recognise how busy you are and while you are working you want your money to work for you too. Our aim is to remove the hassle of wealth planning and administration and bring simplicity and peace of mind to you.

7

Retirees

We appreciate the needs and concerns of retirees as they transition into an unfamiliar phase of their life. It is vital to understand how long your retirement funds will last while maintaining your desired lifestyle. We understand that available investment funds should be invested in the most tax-effective structures. 

 

7

Expatriates

We providing planning and advice to inbound and outbound expatriates while on assignment overseas. This includes strategies to protect existing wealth and maximising the opportunities to further enhance personal wealth during this period of your life.

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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