Plan your future
Time in the market is your most precious asset, you need to make use of it. Let us help you take the next step.

Lifestyle Financial Planning Explained
Ultima Introduction
In the video, we discuss our values and goals following with the processes we follow and our plan of execution on projects. We also discuss additional practices we follow in difficult times and growth. Be sure to check it out and don’t forget to subscribe for business insights and other techniques.
Start planning for your retirement
At Ultima, we equip you to plan for the future. Go to our retirement calculator to see if you are on track for your retirement.
Invest your time in what is most precious to you
You have settled into your career, you might have a family with a fair amount of obligations and responsibilities. You have been building your financial future with all the knowledge at your disposal. In some way, you have been following your gut feel. Your building materials might include properties, shares, retirement products and long-term insurance products. But are you comfortable with what this all will mean for you when you retire? Are these materials even sufficient to help you address your goals and objectives?
The sundial provided society with an awareness of time. You invest time into all the things important to you. You are expecting some sort of return on investment on the time invested.
The question is do you really have the time to invest sufficiently in your financial future?
The stark reality is that your time is running out before you need an income supplement to enable you to live life on your own terms. We want to help you maximise the time you still have left. The implementation of a holistic and on-point financial plan to create the appropriate awareness of what is required to enable you to reach your dreams.
You seek a trusted financial partner to align your dreams to an accurate financial strategy.
Your financial strategy will be shaped and maintained by a qualified financial planner. You will have access to the best financial advice through establishing a trusted partnership with your financial planner. This will cover financial, retirement, estate, tax planning and risk management. This will ultimately provide you with peace of mind and will enable you to have a meaningful life.
Our skilled financial planners will enable you to make better financial decisions. You remain the decision maker, but your financial planner will provide you with all the necessary information in the form of scenario options. These scenarios will help you to make informed decisions. Our clients find a huge amount of comfort in having a financial planner to answer their questions and to provide them with all the possible outcomes to any scenario.
We will guide you to find the right balance between repaying your liabilities and saving towards your long-term goals. We believe in a balanced portfolio with sound exposure to our suggested range of asset classes.
You want to plan towards becoming financially independent, but you do not have a well-documented financial plan in place. Contact us now to help you implement your financial plan on your way to financial freedom.
Testimonials
Johan Du Plessis
Senior Manager HR, ZZ2
- August 17, 2020
Ultima have assisted the ZZ2 Pension Fund Committee and members of the Fund to make informed and value driven decisions through their in depth analyses, financial models and comprehensive planning and available solutions. We value Ultima’s advice and service as this contributes towards ZZ2’s goal of creating a home for all our employees.
Ally Tloubatla
- August 14, 2020
World-class service. Ethical, proficient and highly professional.
Alfons de Witte
- August 14, 2020
I have been dealing with Ultima Financial Planners for the past 20 years and received good quality advice. I have complete peace of mind. I have been on pension for 17 years and are now living a better life when I started on pension.
Karen Pretorius
- August 14, 2020
It is hard to find the words to express my appreciation of and my gratitude to Ultima for their invaluable financial advice and guidance over the past few years. They were incredibly professional from my first phone call, the friendly reception upon arrival, as well as every aspect of the business I have done with them. As far as I am concerned, Ultima go way above and beyond expectations.
Prof. Piet Ankiewicz
- October 7, 2024
I have always been impressed with Ultima’s client care, exceptional business ethics, and integrity, which are rare in a world where such values are becoming increasingly unimportant. I appreciate Ultima’s active planning and management, during which planners and clients can get to know each other’s investment philosophies to adapt and achieve their financial goals based on their specific needs in the long term.
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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: