Unashamedly Ethical

Being Unashamedly Ethical is the heartbeat of our core values. As an underlying principle behind the way in which we work, it defines us and what we stand for. We are committed to walking an ethical path with our clients, making decisions that are led by integrity while providing distinguished service and care at all times.

With your needs in mind, our advice might not always be the easiest to follow but it will always be in your best interest, enabling you to create a meaningful life and enjoy lifelong peace of mind.

Loving Relationships

Building dynamic loving relationships is the lifeblood of our business. We sincerely care about each client and about each other, keeping individual needs at the forefront of our thoughts and actions.

We place strong emphasis on personalised service and the longevity of our relationships is our measure of success. Our client relationships go beyond just business to heart and soul – who we are, what we do and how we do it.

At Ultima, we take time to identify and develop staff members’ individual gifts and talents while encouraging each other to grow professionally and personally.

Trust

We believe that trust and truth are inseparable – and personal. The trust we continue to earn is deeply rooted in who we are and the way we interact with our clients and work with our partners.

Impartial

We are committed to our clients’ future. Combining years of experience in financial and retirement planning with an aptitude for wealth creation, we provide objective and independent financial advice, helping each client to create a meaningful life.

Mindful

We are mindful through humility and objectivity. We value openness and use every opportunity to learn more about our clients and their needs. Continuously seeking to improve and simplify the way we work, we learn from our successes and mistakes in equal measure.

All work is worship

As a Kingdom business, we are guided by the mindset that all work is worship. We work with an attitude of serving that is led by the needs of each client. We are ultimately accountable to God and continuously strive for meaning. We fully realise our responsibility and greatly value the opportunity to make a difference in the lives of those we serve.