Consult with our dedicated financial advisers to ensure you are on track to financial freedom.

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.

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 has rejoined the MC&A team as a Financial Planner after spending six years living and working in Dublin, Ireland, where he gained valuable international experience within the financial services industry.

Prior to relocating overseas, Zach spent six years with MC&A Financial Planning Specialists, developing a strong foundation in financial planning under the mentorship of our senior advisers. During this time, he completed his Postgraduate Diploma in Financial Planning (NQF 8) and obtained certification in the Administration of Estates.

While in Ireland, Zach worked within a financial brokerage specialising in Pension Planning, Life Assurance, Income Protection and Mortgage Protection. He worked in a Marketing Manager role, where he was responsible for developing strategic marketing initiatives, implementing best-practice client engagement strategies, and supporting business growth objectives.

Committed to ongoing professional development, Zach furthered his studies and attained the QFA (Qualified Financial Adviser) designation, along with a Professional Diploma in Financial Planning, making him suitably qualified to offer quality Financial Planning advice.

Zach is passionate about helping individuals and families make informed financial decisions and guiding them towards long-term financial security. His areas of interest include investment and portfolio management, wealth creation, retirement planning, and the preservation and protection of capital.

Outside of work, Zach enjoys surfing, staying active, and spending time outdoors with family and friends.

He looks forward to building long-standing relationships with our existing and new clients.

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.

Kim joined our team in 2024 and plays a key role in supporting the administrative and operational functions of our business.

With more than 40 years of experience in the financial services industry, Kim brings extensive knowledge and expertise gained through a diverse range of roles across financial planning operations and administration. Her career has included positions within leading financial services providers as well as independent brokerage practices, giving her a comprehensive understanding of the industry’s daily operational requirements from a holistic perspective.

Known for her exceptional organisational skills, attention to detail, and commitment to excellence, Kim is the driving force behind many of our day-to-day processes. Her professionalism and efficiency ensure that both our team and clients receive outstanding support.

Kim’s warm personality and positive outlook make her a valued member of our team and a pleasure for clients and colleagues to work with.

Outside of the office, Kim enjoys staying active and spending time with family and friends.