2016 - Ultima Financial Planners

Changing Landscape Of Financial Planning

November 1, 2016

New technology has the ability to disrupt the status quo and create new opportunities. With new opportunities we however also are confronted with new challenges. In the field of financial planning, this is no different. In the early days, a…

Ultima Reaches Out: PURE HOPE KIDS

October 31, 2016

Hester van der Merwe

Charity, hope, Social responsibility

It’s the month of November and we share the story of another remarkable organisation we have the privilege of being involved with, Pure Hope Kids. Mission: Be the hands and feet of God Pure Hope Kids is an early childhood…

Get rich quick schemes…Are they really so bad?

October 6, 2016

Gerrit Viljoen

Get Rich Quick

We all know the adage that states “if it’s too good to be true, it probably is”! So what would you say if someone offers you the opportunity to invest R60 000 to get a return of R30 million? Would you…

Avoid the Herd Instinct Trap

September 19, 2016

Gerrit Viljoen

financial rebalancing, Herd Instinct, warren buffett

If investing is a journey and not a once off decision, why do many investors and fund managers spend all their time trying to predict short-term movements of markets? Why are we so unsettled by volatile markets? Even with all…

Do Our Emotions Influence Our Financial Decision Making?

September 9, 2016

Hester van der Merwe

Emotions, Financial bias

Our emotions often get the blame for bad judgement, but surely our financial decisions are in the sphere of clinical thinking and mathematical calculations! The answer is: No. Research has shown that our financial planning can be impaired quite drastically…

Why My Mother’s Investments Failed?

September 8, 2016

Gerrit Viljoen

Failed, Hindsight, Investment

I was always fascinated by my Mother’s frugality and savings oriented lifestyle. She always seemed to have money available to help people and help out my dad when things were tough. Later in life she even opened her own bank…

Is The Face Of Financial Advice Really Changing?

September 7, 2016

Hendri de Klerk

AI FInancial Advisors, RoboAdvisors

In recent times there has been many disruptions in the financial advice space, but none more topical than that of the robo-advisor. What does the term robo-advice or advisor mean? Investopedia defines the robo-advisor as an online wealth management service that provides…

How To Achieve Financial Goals Earlier

September 6, 2016

Gerrit Viljoen

Financial Goals

Most people know or have overheard that reaching your financial goals takes time. Unfortunately, most people only start to prioritise their financial goals after the age of 40. This leaves only 25 years to 65 when they retire and it…

Wat Moet Ek Weet As Ek Suid-Afrika Wil Verlaat?

September 4, 2016

Hester van der Merwe

Emigrasie

2 Opsies by landsverlating: OPSIE 1: Formele proses soos deur die SARB voorgeskryf. (Jy behou jou SA burgerskap, maar kan dit onder sekere omstandighede verloor, wat terugkeer na SA sal bemoeilik.) SARS beskou emigrasie as die verkoop van alle Suid-Afrikaanse…

How Do I Retire, Jonathan Brummer presentation – 18 August Smart Event

August 30, 2016

Hendri de Klerk

We’ve uploaded Jonathan Brummer’s presentation for last week’s Smart Event on the topic How Do I Retire. We trust this will be helpful.

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Year: 2016

Changing Landscape Of Financial Planning

Get rich quick schemes…Are they really so bad?

Avoid the Herd Instinct Trap

Do Our Emotions Influence Our Financial Decision Making?

Why My Mother’s Investments Failed?

Is The Face Of Financial Advice Really Changing?

How To Achieve Financial Goals Earlier

Wat Moet Ek Weet As Ek Suid-Afrika Wil Verlaat?

How Do I Retire, Jonathan Brummer presentation – 18 August Smart Event

Contact Info

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Physical Address:	73 Kariba Street, Lynnwood Glen, Pretoria, 0081
Telephone:	+27 12 348 1386
Fax:	+27 12 348 3706
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