Ultima has been one of the pioneers of the fee-based approach in South Africa. Our commitment to you, our client, is to keep on refining the model to ensure that you continue to benefit from its value-adding offering.
Our fee-based approach excludes the collection of commissions or referral fees paid by third-party product or service providers. This approach allows us to be 100% objective in providing advice which we strongly believe is in the best interest of our clients.
The introduction of the Retail Distribution Review (RDR) legislation has lately affected our industry significantly. RDR’s focus is on the value of advice as well as the fair and transparent pricing thereof (RDR enables us to disclose the price tag placed on financial advice and services to you). We therefore have re-packaged our offerings in an easily comprehensible way, allowing you to fully understand our services and fees.
BASIC PLAN
‘Pay as you Go’ service level agreement (SLA)
COMPREHENSIVE PLAN
All-inclusive service level agreement (SLA)
The new SLAs will be phased in over the next 12 months. Your financial planner will share with you and discuss all the details at your next review consultation. Please refer to the detailed breakdown of the SLAs below.
Our mantra is to provide objective and proven financial advice while we journey with you towards a meaningful life. We help you define your objectives and assist you by:
Please contact us if you have any questions or comments on the new SLA structure.
- Developing a long-term financial investment plan covering estate and risk management considerations.
- Managing your long-term financial investment plan over time, helping you to maximise the probability of achieving your financial objectives that will enable you to live your dream.
- Helping you understand and manage the risks associated with investments.
- Continuously liaising with you, sharing knowledge and educating you on the pitfalls of bad financial behaviour, assisting you to manage the potential impact of macro-economic events.
- Helping you to maintain your focus on the important aspect of long-term portfolio management, keeping your focus on the big picture.
- Continuously putting performance into perspective and in alignment with your objectives. Individual investments should be examined not just in context of overall market returns, but also as part of the larger portfolio over time.
Help me to start planning.
Ultima has been one of the pioneers of the fee-based approach in South Africa. Our commitment to you, our client, is to keep on refining the model to ensure that you continue to benefit from its value-adding offering.
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