In managing my financial portfolio, Ultima Financial Planners engaged with an Investment Company on my behalf recently. At the time of the compilation of a specific investment mandate, Ultima indicated that they would consider a better advisory fee for this specific transaction. I was pleased when I was granted a better fee based on the sliding scale model used by the Investment Company. It made sense to me that this fee could also be applicable to the rest of my portfolio even though it was not discussed as such and I thought that I would take it up with Ultima at some point and time in future. Despite a number of reminders in my diary, I never got around to contact Ultima in this regard. However, huge was my surprise when I received my last quarterly statement and noticed that the improved fee had automatically been applied to my whole portfolio. Not only is this proof of client care, but also of extraordinary business ethics and integrity that are rare in a world where such values are becoming increasingly unimportant. Once again, thank you very much. It is most likely the exact reason why I have been doing business with Ultima since 1991.
Friends referred us to Ultima. Our initial requirement was only to determine if our investment portfolio at the time made adequate provision for us to retire comfortably. We however were pleasantly surprised by Ultima’s exceptional service. An in-depth analysis of our financial portfolio was conducted and Ultima made recommendations that would significantly improve our financial situation at retirement. We took the step and together with Ultima, we started the journey. Now that the time is here, we can look ahead to a meaningful retirement, one beyond our initial thoughts and dreams. Over the years, we have come to know Ultima as a professional and experienced financial partner, and also a trusted friend that really cares
Ek is reeds langer as 10 jaar afgetree en 2 jaar voor my finale aftrede het ek vir Gerrit leerken. In daardie tyd het Gerrit my gehelp om sin te maak van al die keuses wat ek tot my beskikking gehad het. Ek was aanvanklik skepties en het gewonder of Ultima by hul belofte sou hou om my by te staan gedurende my aftreejare. Nodeloos om te sê, ek is baie tevrede met die diens wat ons geniet by Ultima. My aftreekapitaal het substansieël gegroei en my jaarlikse inkomste het met meer as die inflasiekoers toegeneem. Ek is vandag baie dankbaar dat ek besluit het om die pad saam met Ultima te stap en ek beveel hulle aan by vriende, familie en kollegas. Ek was nog nooit bekommerd oor die beskikbaarheid van fondse of genoeg geld in die bank nie, met die gevolg, ons geniet ‘n rustige afrede sonder enige spesiale aandag aan finansies
Een van die beste maatstawwe in die keuse van ‘n finansiële adviseur en vennoot is sy of haar begrip en verstaan van jou lewensomstandighede en toekomsdrome. Wanneer dit kom by jou finansiële toekoms wil jy nie goeie algemene advies ontvang nie – jy wil die beste advies vir jou omstandigede en jou toekoms kry binne die raamwerk van ‘n vertrouensverhouding. By Ultima is jy hiervan verseker maar jy kry ook nog baie meer. Benewens goeie finansiële resultate oor die jare, is Ultima vir my ‘n vennoot wat waarlik omgee en voortdurend my toekomsbelange op die hart dra. Dit maak my finansiële pad nie alleen voorspoedig en betekenisvol nie, maar ook interessante en opwindend. Ek slaap rustig, want julle doen al die wroeging
