OUR TEAM
Michael Caine
Founder and Managing Member
With 32 years’ experience in the financial planning industry and a certified NQF 6 (Wealth Management) qualification, Michael initially gained valuable practical experience within a corporate financial planning environment spanning over 20 years before establishing his own independent financial planning brokerage and teaming up with his sons – to create a family run concern.
He is an Investment Portfolio and Financial Planning specialist. His relationships with his individual and corporate investment clients span a period of 30 years. He is passionate about quality advice, funds and the markets, and takes a personal interest in the steady growth of client portfolio’s year in and year out; whether navigating challenging or prosperous market conditions – for the best possible outcome for returns on Investments (ROI).
His primary focus is maintaining and enhancing long-term client relationships within our existing portfolio of clients. Wealth Management, Retirement Planning, as well as comparative assessments on existing portfolios (managed elsewhere), for prospective clients – being his focus.
David Caine
Certified Financial Planner CFP® and Chartered Accountant CA(SA)
David’s qualifications and experience within the financial corporate environments places him in a strong position towards offering comprehensive financial advice relating to all services provided under the MC&A ‘umbrella’.
He has Finance, Risk, Tax Planning and Auditing experience via local {Ernst & Young, BDO South Africa} and International Chartered Accounting Corporate {BDO LLP, Guernsey Channel Islands}. He joined MC&A Financial Planning Specialists 7 years ago, on his return to South Africa, as a Certified Financial Planner CFP®.
Being a qualified CA(SA) also strengthens the expertise and comprehensive value-added services and advice he provides our clients, particularly within the scope of efficient Tax Planning, Retirement Planning, Wealth Management and Investment service areas.
His focus is on attracting and advising prospective new clients, ensuring that they are financially set for their future, as well as servicing and advising our existing clients he has built a relationship with over the years.
When you ask David what he loves most about his job; he will tell you that it is the fact that he gets to use his qualifications and skills to add VALUE to our client’s lives.
Shona Caine
Business development, Client Liaison & Marketing
A qualified BCOM Honours business and marketing professional, with a decade of experience across marketing, advertising and client services industries, both locally and abroad. She joined the family business in 2013, on return to South Africa.
Passionate about excellent client service levels, and communication – she is focused on building close-working relationships with our clients, being at the heart of our business values.
Passionate about communicating the importance of choosing the right Financial Advisor, who has your financial best interests at heart and can ensure you are set for a financially secure future. ‘The earlier you start your journey, the better. It’s all about setting suitable goals and continually monitoring them according to your changing needs. The time value of money is so important!’
She is focused on creating awareness for the business and the services MC&A specialise in – with a specific focus on individuals who require an introduction to our Financial Planning service offerings, specialist Retirement Planning and Investment advice.
Zach Caine
Consultant Financial Planner
Having initially qualified with an NQF 6 (Brand Building and Management) in 2012, he joined MC&A Financial Planning Specialists and has gained 6 years’ experience in the financial planning environment under the mentorship of our senior planners.
He recently obtained his Post graduate diploma in Financial Planning in 2018 (NQF 8) and certification in the Administration of Estates, which makes him suitably qualified to offer advice on MC&A’s service offerings.
His focus is to assist in promoting and creating awareness of the company’s financial planning expertise to prospective new clients; with specific focus on introducing the younger (under 35-year-old) segment who require an introduction to financial planning and financial portfolio assessments. He is passionate about ensuring people are on the right financial journey, from a young age.
Lorraine Caine
Business Administration Manager
With over two-decades of experience working in the Financial Planning industry, alongside Michael she has played an integral role in growing our business to where it is today.
She is responsible for the overall management and control of administration processes, as well as attending to new business and work in progress processes, ensuring efficient business processing, communication and high client service levels are achieved on behalf of our planners, at all times.