Hendri de Klerk, Author at Ultima Financial Planners

6 posts, 0

Ultima is your preferred Employee Benefits advisor

April 29, 2019

Ultima Financial Planners is your preferred Employee Benefits advisor. This is based on our tried and tested expertise and experience: Proven track record of 18 years in advisory services from small to large group schemes Independence of our advice, none…

Understanding the role of the Financial Planner in the Employee Benefits Space

April 29, 2019

Hendri de Klerk

The Financial Planner is commonly referred to as the scheme advisor in the Employee Benefits space. There is a huge misconception that the scheme advisor is the ‘middle man’ of the supply chain. The logical conclusion is that the services…

The Beauty of Umbrella Funds

April 29, 2019

Hendri de Klerk

Why the fuss? The formalised retirement fund industry in South Africa is over 50 years old and we have learned many lessons along the way. We have found that escalating stakeholder requirements have led to increased complexity, otherwise, read as…

When should I provide employee benefits?

April 29, 2019

Hendri de Klerk

Knowing when to start offering employee benefits can be tricky which is why we are sharing a few suggestions from our side: When you have over 50 employees We have walked you through some of the advantages of providing benefits. …

Why should I provide employee benefits?

April 29, 2019

Hendri de Klerk

Employee benefits are currently viewed as somewhat of an old fashioned practice. This is mainly due to the fact that employers are more comfortable to transfer responsibility to the employee. In addition, the administration of a pension fund has become…

Ultima – FPI Approved Professional Practice ™

October 8, 2018

Hendri de Klerk

Accreditation, FPI

ULTIMA AWARDED FPI APPROVED PROFESSIONAL PRACTICE™ STATUS We have great news! – Ultima has officially been accredited by the Financial Planning Institute of Southern Africa, “the FPI” as an FPI Approved Professional Practice™! We are so proud of this achievement…

Posts by Hendri de Klerk

Ultima is your preferred Employee Benefits advisor

Understanding the role of the Financial Planner in the Employee Benefits Space

The Beauty of Umbrella Funds

When should I provide employee benefits?

Why should I provide employee benefits?

Ultima – FPI Approved Professional Practice ™