Sacks & Associates

Established in 1989, Sacks & Associates is an independent financial planning business. We assist private wealth & corporate clients with 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. Our comprehensive wealth management services are designed to meet your needs as an individual, family or business and through our ongoing advice we aim to build long-term relationships. Our services include but are not limited to: investment planning, retirement planning, estate planning, share portfolios, cash solutions, employee & group benefits and business & life risk. We tailor our services to align with your unique needs and goals. By collaborating with and sourcing products from both established and emerging financial service providers, we ensure access to a wide range of options. As an independent firm, we are not restricted to any single provider, allowing us to secure the best solutions for our clients. Feel free to reach out to us—we’re happy to arrange a no-obligation discussion to explore how we can assist you.