Ultima reaches out: POPUP
[vc_row content_placement=”top” height=”auto”][vc_column][vc_column_text]The term “pop-up” is currently very popular with reference to mobile restaurants and other social events. However, in this instance we are not supporting an up and coming young chef but an amazing organisation aiming at the upliftment of under-privileged communities. According to the definition used by POPUP a disempowered person is someone […]
How Do I Retire?
PART 1: My approach to retirement You’re drinking your second cup of fresh filtered coffee, listening to the breaking news headlines after reading the newspaper and walking the dog. You glance at the big old grandfather clock in the lounge, it shows 8:10. Your children are at work and your grandchildren at school. What will […]
Considering offshore investment
There is only one way to profit: purchase lower, sell higher. In other words, do not sell what you have unless you can get more for it compared to the price you originally paid for it. But more so, you should also not buy something that is too expensive, where the price clearly exceeds the […]
Ultima reaches out: The story of Vastfontein
Ultima is involved in a number of community initiatives in and around Pretoria, and this month we want to share with you our contribution in Vastfontein Community Transformation. Situated in the Hammanskraal area, Vastfontein was established in 1998 with only a handful of employees and 10 children attending Sunday school in a shed. Since then, […]
My Will and Assets Abroad
[vc_row][vc_column][us_btn text=”Read Afrikaans” align=”center” link=”url:%23Afrikaans||”][vc_column_text] Wills: If you have assets beyond the borders of South Africa (SA), it is advisable for you to have another will prepared in the country of relevance (jurisdiction). Laws of succession differ from country to country and a will should be drawn up in accordance with the relevant country’s laws. […]
Ultima Reaches Out: Take Action Ministry
[vc_row][vc_column][vc_column_text]Over the years Ultima has been involved in various projects reaching out to those in need. We would like to share some of these stories and experiences with you as you have played an indirect role in the contributions we made. The ‘Take Action Ministry’ Story The Hammanskraal area used to offer an abundance of […]
Ultima leading the way forward.
[vc_row][vc_column][vc_column_text] With fee-based approach. [/vc_column_text][vc_column_text]Ultima has been one of the pioneers of the fee-based approach in South Africa. Our commitment to you, our client, is to keep on refining the model to ensure that you continue to benefit from its value-adding offering. Our fee-based approach excludes the collection of commissions or referral fees paid by […]
Value of financial planning measured as a return on life:
Most people see the value of financial planning as a one way street, driving up the investment lane. Return on investment (ROI) is defined as the benefit to the investor resulting from an investment of some resource. ROI has traditionally been the formula used to evaluate the effect of financial planning, but from a holistic financial planning […]
The value of Financial Planning, by the numbers
We have compiled some interesting research done over the last 5 years to substantiate the value of Financial Planning: KPMG EconTech – Proposition of Financial Advisory Networks – Update and Extension prepared for the Financial Services Council (Australian based): Advised individuals save $1,725 more per annum than non-advised individuals (with the cost of the setting […]
