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.
It is time to reset
You have worked hard and played hard. You are ready to hit your stride in the homestretch before making the transition into retirement. You have spent years building your career and laying a foundation you hope will be strong enough to support your retirement hopes and dreams. Focussing on your career and family took up most of your time and you are acutely aware of the diminishing number of salary cheques to be received before you have to rely on the building blocks in your portfolio to provide a stable income.
Considering the above, it is time for a reset. When clocks were initially invented the sundial was the accurate standard when you needed to reset your timepiece. In the same way Ultima Financial Planners has become the “accurate standard” and we can assist you to position yourself for a meaningful life after retirement.
You seek a trusted financial partner to help you achieve peace of mind when bridging the gap between full time employment or running a business and easing into a retirement lifestyle.
Your financial strategy will be shaped and maintained by a qualified financial planner. At Ultima you will have access to the best financial advice through establishing a trusted partnership with your financial planner.
This will include financial -, retirement -, estate – and tax planning as well as risk management. Our process will ultimately provide you with peace of mind, enabling you to have a meaningful life during retirement.
At retirement you are confronted by a seemingly insurmountable mountain of decisions to be made, products to select, legislation forcing you to do this and prohibiting you from doing that as well as family and friends inundating you with “expert” advice. Our skilled financial planners will enable you to make the right financial decisions for your retirement. While you remain the decision maker, your financial planner will equip you to make the best possible decisions by providing you with all the necessary information.
We will assist you to have the best retirement you can, based on the wealth you have accumulated over the years. We will guide you to find the right balance between taking a prudent income from your portfolio and realising your retirement dreams.
As you transition to the next phase in your life, estate planning moves more to the foreground. Your financial advisor will assist you to understand the practical implications of your will and ensure that all the technicalities are taken care of while you do life!
Contact us now to help you implement your financial plan to turn your retirement vision into a reality.
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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:
