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.
INDEPENDENT ADVICE FOR
Years
Our Team

Mike Sacks
CERTIFIED FINANCIAL PLANNER®

Jonty Sacks
CERTIFIED FINANCIAL PLANNER®

Carla Fellner
FIDUCIARY SPECIALIST

Palesa Selepe
ADMINISTRATIVE ASSISTANT

Michelle Sacks
ADMINISTRATIVE ASSISTANT
Price is what you pay, Value is what you get
What our clients have to 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.
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.
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.
No matter how great the talent or efforts, some things just take Time
Blogs, Articles & Updates
what we do

Lifestyle Financial Planning

Investment Planning

Retirement Planning

Estate Planning

Cash Solutions

Share Portfolios

Business & Life Risk





