Meet Our Retirement Planning Experts

Behind every successful retirement plan is a team of dedicated professionals who understand the unique challenges facing South African families. Our experts combine decades of experience with genuine passion for helping people achieve financial security.

Sarah Mitchell

Lead Financial Planner

Retirement Planning Tax Strategy Estate Planning

Sarah brings 15 years of experience helping South African families navigate the complex world of retirement planning. Her approach focuses on creating realistic, achievable financial goals that adapt to changing life circumstances.

Having worked with over 500 families since 2010, Sarah has witnessed firsthand how proper retirement planning can transform lives. She holds a CFP certification and specializes in helping middle-income families maximize their retirement savings through strategic planning and education. Her weekend workshops have become incredibly popular throughout Gauteng province.

Michael Nkomo

Investment Strategist

Portfolio Management Risk Assessment Market Analysis

Michael's analytical mind and deep understanding of South African markets make him invaluable for developing investment strategies that weather economic uncertainty while building long-term wealth.

With a background in economics from the University of the Witwatersrand, Michael has spent 12 years analyzing market trends and developing investment strategies tailored to South African economic conditions. His conservative yet growth-oriented approach has helped countless clients preserve capital while building retirement wealth. He's particularly skilled at explaining complex investment concepts in simple terms.

Lisa van der Merwe

Educational Coordinator

Financial Education Workshop Development Community Outreach

Lisa designs and delivers our educational programs, transforming complex financial concepts into practical knowledge that empowers individuals to make informed decisions about their retirement future.

Lisa's passion for education stems from her belief that financial literacy is a fundamental life skill. She has developed over 20 different workshop modules covering everything from basic budgeting to advanced retirement planning strategies. Her interactive teaching style and real-world examples make complex topics accessible to learners of all backgrounds. She's particularly proud of her multilingual workshop series that serves diverse communities across Johannesburg.

Our Collective Mission

Together, we're committed to demystifying retirement planning and making financial security achievable for every South African family. Our combined expertise spans decades of experience, hundreds of successful retirement plans, and thousands of hours of client education. We believe that with the right knowledge and guidance, anyone can build a secure financial future.

Explore Our Learning Programs