SACKS & ASSOCIATES - Key Persons

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.

Job Titles:

• Certified Financial Planner
• Founder & Lifestyle Financial Planner

Mike is a Certified Financial Planner (CFP®) with a robust educational background, holding a Postgraduate Diploma in Financial Planning from the University of the Free State and a professional member of FPI (Financial Planning Institute).His career in the financial sector began in 1986 with Legal and General, where he worked as an advisor to brokers. During his tenure there, Mike developed a deep understanding of financial products and investments services, which laid the foundation for his future endeavours. In 1989, recognizing the potential to better serve clients through independent advice, Mike founded Sacks & Associates. This move allowed him to leverage his expertise more effectively and offer tailored financial solutions. Over the past three decades, Mike has built a reputation for his commitment to client engagement and his ability to help individuals navigate their financial journeys and create wealth. His dedication to the field is further highlighted by his recognition as a finalist in the FPI Financial Planner of the Year competition, showcasing his excellence and leadership in financial planning. With over 35 years of experience, Mike continues to find joy in working closely with clients, guiding them in managing their lifestyle needs. He enjoys spending time with his wife Michelle and has three sons Jonty, Jordan and Jayden and enjoys cycling, golf, fly fishing.