Meet the Team
Gerrit Viljoen
CFP® Advanced Post Graduate Diploma in Financial Planning
Gerrit founded Ultima Financial Planners in the year 2000. He has been in the financial planning and advisory industry since 1986. He co-authored the book, Protect Your Business Like a Pro!
Gerrit addresses various audiences and conducts personal financial planning and investment seminars for various groups of people. In 2003 Gerrit was bestowed the Financial Planner of the Year award.
Hester van der Merwe
CFP® BLC, LL.B, Post Graduate Diploma in Financial Planning, Certificate Course in Advanced Trust Law
Hester started her career in financial planning in 2003 after leaving the legal environment. She joined the Ultima team in 2015 where she fulfils the role of Financial Planner. Hester was crowned the 2020 FPI Financial Planner of the Year and is a trend setter in the South African Financial Planning Industry.
Hendri de Klerk
CA (SA), CFP®, Post Graduate Diploma in Financial Planning
Hendri joined Ultima in February 2015. As an alumni of Ernst & Young, Hendri has more than 7 years’ experience in financial and general management. His passion is to equip & to inspire clients to make better financial decisions.
Betty Shoba
Betty joined Ultima in 2004 and is the general office assistant. With a humble spirit, she performs her work with love and care and is a valuable member of our team.
Alet Lindner
Alet joined Ultima in 2010 and is an assistant to the financial planners and responsible for client services. Prior to Ultima, Alet worked for more than 10 years at Investec as a Coordinator and Trainer on website and administration activities.
She was also employed by the Department of Home Affairs as a Fingerprint Expert. For Alet nothing is too big, she walks the extra mile in solving problems.
Jabulani Gwatipedza
Jabulani joined Ultima in 2017 as corporate messenger and doing our garden maintenance. He delivers all our messages and packages with a big smile.
Eugène Antak
CFP®, B Iuris, Post Graduate Diploma in Financial Planning
Eugène joined Ultima in May 2017. She was previously employed by FNB Fiduciary Pty Ltd, she holds a Post Graduate Diploma in Financial Planning and has a vast amount of experience in financial planning and fiduciary affairs.
Her career encompasses various aspects of the financial planning industry with experience in both the public and private sector and includes qualifications in the legal and financial sector.
Rochelle Mylie
CFP®, BCom Hons Business Management
Rochelle joined Ultima in 2021 with previous administrative experience in the Financial Services Industry gained at Amity Wealth, Avon, King Price and Sasfin Wealth. Rochelle's motto is "Strive not to be a success but rather to be of value" Albert Einstein.
Yolanda Dube
BCom Hons Business Management, Post Graduate Diploma in Financial Planning
Yolanda joined Ultima in September 2021 as a Paraplanner. She is passionate about wealth creation and personal finance. She enjoys cooking and experimenting on different types of food. She holds a Post graduate diploma in Financial Planning.
Ann-Marie Venter
Ann-Marie joined Ultima in May 2023 as a Receptionist. Ann-Marie has over 8 years reception experience and over 10 years client service experience. Ann-Marie enjoys hiking, road trips, photography and seeing the beauty South Africa has to offer.
Mthobisi Dladla
Post Graduate Diploma in Financial Planning, Btech Taxation
Mthobisi Joined Ultima as a Paraplanner in July 2023. Before joining Ultima, Mthobisi was working for a local bank as a credit assessor. Mthobisi loves financial planning and aspires to become a Certified Financial Planner Professional. Mthobisi strives to be a better version of himself.
History
Ultima Financial Planners history goes back to 1992 when Gerrit Viljoen Finansiële Adviesdienste (Pty) Ltd was founded.
Gerrit is active in the financial planning industry since 1986 and started Ultima with the focus to provide personalised financial advice, financial planning and retirement planning as well as financial services to people looking for financial freedom and peace of mind.
Ultima was founded in 2000, incorporating Gerrit Viljoen Finansiële Adviesdienste (Pty) Ltd.
In a bold move at the time, Ultima became one of the first companies to adopt the approach where financial planning and advice is offered as a professional fee-based service. This service model puts the emphasis on objectivity where financial advice, financial and retirement planning is provided with the best interest of the client at heart, and not on the basis of selling financial products.
Over the past 20 years, Ultima has grown into a reputable brand and financial partner.
We are trusted for our expertise, distinguished and personalised service. We truly care about your future, helping you to build a meaningful life and enjoy lifelong peace of mind.
Core Values
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.
Core Values
U-nashamedly ethical
L-oving relationships
T-rust
I-mpartial
M-indful
A-ll work is worship
The competition constitutes of three rounds, with round one comprising the submission of entries together with a portfolio of evidence that includes a detailed financial plan based on the well-known FPI six-step financial planning process and marked by an independent panel of judges. The second round involves a Panel Site Visit to the entrants’ businesses and assessments being done on all aspects of FAIS’s compliance, practice management as well as all client documentation and the financial planning processes. The financial plans are further authenticated during these site visits. The competition progresses to the panel Interviews which is considered to be the final round of the process. Finalists are required to present to a panel on a selected topic and are questioned on a variety of industry trends, topics, technical information and legislative changes.
Financial Planners at Ultima adopt global best practices in financial planning, offer fee-based professional financial planning and continuously improve services to stay relevant and ensure clients lifelong peace of mind.
Giving Honour
Many people have contributed towards the successes of Ultima over the years and we would like to give honour where honour is due:
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- HO & Marthie du Plessis
- Kobus & Odelia Grimbeeck
- Gideon du Plessis
- Leon Coetzee
- Andrew Bradley
- Jabulani Gwatipedsa
- Piet Ankiewicz
- Ricardo Teixeira
- Andrew Salmon
- Bennie Gouws
- Henry van Deventer
- Johan Marais
- Don’s
- SP Viljoen
- Allan Gray PDP & Fundhouse
- Cobie le Grange
- Impact Radio
- Anton Swanepoel
- Wouter Fourie
- Jan Carel & Mariska Botha
- Dirk & Bea de Bruyn
- Simone du Plooy
- Mathilda Fourie
- John Mahlangu
- Hulda Heyns
- Mariska Kucera
- Heila Reinecke
Partners
