Archives: Team Members

Mthobisi Joined Ultima as a Paraplanner in July 2023. Before joining Ultima, Mthobisi was working for a local bank as a credit assessor. Mthobisi loves financial planning and aspires to become a Certified Financial Planner Professional. Mthobisi strives to be…

Ann-Marie joined Ultima in May 2023 as a Receptionist. Ann-Marie has over 8 years reception experience and over 10 years client service experience. Ann-Marie enjoys hiking, road trips, photography and seeing the beauty South Africa has to offer.

Yolanda joined Ultima in September 2021 as a Paraplanner.  She is passionate about wealth creation and personal finance.  She enjoys cooking and experimenting on different types of food.  She holds a Post graduate diploma in Financial Planning.

Jacob joined Ultima in 2021 as an administrative assistant. Jacob is passionate about people and different cultures and really enjoys to work with Ultima clients.

Rochelle joined Ultima in 2021 with previous administrative experience in the Financial Services Industry gained at Amity Wealth, Avon, King Price and Sasfin Wealth. Rochelle’s motto is “Strive not to be a success but rather to be of value” Albert…

Alet joined Ultima in 2010 and is an assistant to the financial planners and responsible for client services. Prior to Ultima, Alet worked for more than 10 years at Investec as a Coordinator and Trainer on website and administration activities.…

Suku joined Ultima in February 2019 as a Para-planner.  She has over 4 years tax experience and is a registered Tax Practitioner.  She holds a Post graduate diploma in Financial Planning.

Jabulani joined Ultima in 2017 as corporate messenger and doing our garden maintenance.  He delivers all our messages and packages with a big smile.

Betty joined Ultima in 2004 and is the general office assistant. With a humble spirit, she performs her work with love and care and is a valuable member of our team.

Diena joined Ultima in 2010, she is an assistant to the financial planners and responsible for client services. Diena holds qualifications in Financial & Pastel Accounting as well as Bookkeeping. Prior to Ultima, Diena was employed by Workmen’s Compensation and…