the team

We are a family run Financial Planning business. Mike started his business in 1989 and now runs a successful practice.

Mike Sacks
CFP (Certified Financial Planner)
University of the Orange Free State

Mike Sacks joined the financial services industry in 1985 where he started our with Legal and General as a Broker Consultant. After three years he decided it was time to start his own Financial Practice in 1988. Since inception this practice has supplied professional, comprehensive financial advice to high net worth clients. He holds a Post Graduate in Financial Planning from the University of Orange Free State and professional membership of the Financial Planning Institute of South Africa. He came runner up in the 2009 Financial Planner of the Year Competition.

The Certified Financial Planner designation that he has qualified to use indicates that he abides by the Code of Conduct of the Financial Planning Institute of South Africa and underwrites the Generally Accepted Planning Practice Guidelines, and uses a six step process. He specialises in retirement and investment planning as well as financial planning and estate planning. He is married with three sons and his hobbies include golf, fishing and cycling.

Jonty Sacks
CA (SA) 

Jonty is a qualified Chartered Accountant and has a post graduate in Financial Planning …….

Michelle Sacks
Fine Artist
Michelle studied a Fine Art degree and has much expertise in Marketing  and below the line advertising. She ran her own business for over 25 years. She helps with all the marketing and admin duties within the family owned business.