June 2022 - Ultima Financial Planners

Why Inflation is the Most Important Investment Benchmark

June 29, 2022

“Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man.” (Ronald Reagan) Inflation is on everyone’s minds. At the start of last year, for example, petrol cost less than R15…

Why Your Financial Plan Should Cater For Possible Dementia

June 29, 2022

FinDotNews

“It is not the load that breaks you down. It’s the way you carry it.” (Lena Horne) Dementia 101 It’s common knowledge that life expectancies are on the up, but few people realise that this also means a significant rise…

Rules of Financial Planning for a Special-Needs Child

June 29, 2022

FinDotNews

“I wouldn’t change you for the world. But I would change the world for you.” (Anonymous) Don’t leave things to chanceA budget is key to any good financial plan, and in the case of a special-needs child, it’s even more…

Five Things to Check when a Loved One Passes Away

June 29, 2022

Ultima Financial Planners

At a time of loss, no one wants to concern themselves with details. Yet, often, making a few simple phone calls can make this period a lot easier. Following the death of a loved one, many people neglect to consider…

What is financial coaching, and why do you need it?

June 28, 2022

Allaya Cooks-Campbell

35 - 55 group, financial planning advice, over 55 group, under 35 group

A good coach helps to provide support and accountability in any area of your life. And while there’s nowhere that kind of relationship wouldn’t make a difference, it’s especially useful when it comes to finances. Handling your financial well-being, after all, can…

9 Ways to Avoid Emotional Investing

June 13, 2022

Chris Muller

35 - 55 group, Financial Planning, Investment, over 55 group, under 35 group

Have you ever looked back at your investment track record and thought about how stupid an investment was? I know I have. Investing is an emotional game, and it can lead us to make some terrible financial decisions when we…

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Month: June 2022

Why Inflation is the Most Important Investment Benchmark

Why Your Financial Plan Should Cater For Possible Dementia

Rules of Financial Planning for a Special-Needs Child

Five Things to Check when a Loved One Passes Away

What is financial coaching, and why do you need it?

9 Ways to Avoid Emotional Investing

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
Email:	[email protected]