We do this by fostering a lifelong relationship with you – our client – focusing our attention on your long-term financial requirements that will enable you to build a meaningful life. It is our mission to inspire and assist you to live your dream by achieving financial freedom through dynamic financial planning, retirement planning and wealth management.

In providing you with pertinent financial advice based on more than 40 years combined experience, we utilise robust, tried-and-tested advising and decision-making processes, while our information is gathered through incisive analysis of in-depth investigation into financial markets, the economy and investments.

Our strength lies in the combination of our expertise in financial planning and devotion to you – our client – and the capability in helping you to implement well-considered decisions in a cost-effective manner. We care about your future and continue to add value to your life as we journey together.

Over the past 15 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.