Contact us
We would love to hear from you and answer any questions or concerns you may have. From simple to complex, we would like to assist you to the best of our abilities.
Contact Ultima
Contact us
Physical Address:
73 Kariba St, Lynnwood Glen, Pretoria, 0081
Telephone:
+ 27 12 348 1386
Fax:
+ 27 12 348 3706
Email:
Contact us
Contact info
Physical Address:
73 Kariba St, Lynnwood Glen, Pretoria, 0081
Telephone:
+ 27 12 348 1386
Fax:
+ 27 12 348 3706
Email:
Map
FAQ
Frequently asked questions
What is a financial planner?
A financial planner is a professional who helps clients manage their financial affairs and work toward their long-term financial goals. They offer expertise and guidance for budgeting, investing, retirement, tax planning, insurance, and estate planning.
Financial planners work with individuals, families, and corporations to help them effectively manage their current money needs and long-term financial goals. They may specialize in tax planning, asset allocation, risk management, retirement planning, or estate planning. Some financial planners may hold the “CFP®” professional designation to establish their professional qualifications.
Financial planning includes help with budgeting, investing, saving for retirement, tax planning, and insurance coverage. Some financial planners specialize but many offer overall services. They may address the financial implications of family, career, education, and physical health.
What is financial planning?
Financial planning is a systematic process of assessing one’s current financial situation, identifying financial goals, and creating a roadmap to achieve those goals. It involves analysing income, expenses, assets, and liabilities to develop a personalized plan that aligns with an individual’s or a family’s financial objectives.
What is included in a financial plan?
A financial plan typically includes a breakdown of your current financial circumstances, an outline of your goals, strategies you’ll use to meet those goals, a budget, and a list of the financial products you’ll need. It serves as a roadmap for your financial journey, detailing your assets, liabilities, income, and spending.
Who needs a financial plan?
Anyone can benefit from financial planning, regardless of their circumstances. Having concrete steps in place to reach your financial goals can provide motivation, and peace of mind that you are on track to reach them.
What is lifestyle financial planning?
Lifestyle financial planning is about creating a customized financial strategy that helps individuals achieve their short- and long-term objectives while maintaining financial stability and well-being. It aims at empowering individuals to achieving financial independence and maintaining their desired lifestyle.
How do I get started?
To get started with your financial plan, feel free to leave your details in the contact us section on our webpage. One of our experienced financial planners will be in contact with you to get your financial journey started.
