ULTIMA FINANCIAL PLANNERS: COMPANY PROFILE
Ultima Financial Planners history goes back to 1992 when Gerrit Viljoen Finansiele Adviesdienste (Pty) Ltd was founded. Gerrit has been active since 1986 and started Ultima with the focus to provides personalised financial advice, financial planning, retirement planning as well as financial services to individuals looking for financial freedom and peace of mind. Ultima was founded in 2000, incorporating Gerrit Viljoen Finansiele Adviesdienste(Pty) Ltd. In a bold move at the time, Ultima became one of the first companies to adopt the approach where financial planning and advice is offered as a professional fee-based service. This service model puts emphasis on objectivity where financial advice, financial and retirement planning is provided with the best interest of the client at heart, and not on the basis of selling financial products.
Over the last 25 years Ultima has grown into a reputable brand and financial partner. We are trusted for our expertise, distinguished and personalised service. We truly care about your future, helping you build a meaningful life and enjoy lifelong peace of mind.
IDEAL CLIENT
Young professionals, entrepreneurs & individuals close to retiring (55+ age group). We love working with individuals who are serious about their financial planning and financial goals.
FINANCIAL PLANNING PHILOSOPHY
Through compassionate and value-driven financial planning, we empower our clients, staff, and community to achieve lasting well-being and peace of mind. Ultima Financial Planners enables you to build a meaningful life while enjoying lifelong peace of mind by partnering with you in your financial journey. We do this by fostering a lifelong relationship with you – our client – focusing our attention on your long-term financial requirements that will enable you to build a meaningful life. It is our mission to inspire and assist you to live your dream by achieving financial freedom through dynamic financial planning, retirement planning and wealth management.
PROFESSIONALISM
All our planners hold CFP® designation
FINANCIAL PLANNING FEE
Varies from a single need plan of R3 000.00 plus Vat to a Full financial plan of R25,000.00 plus VAT
SERVICES
Our core service consists of our annual client reviews, which is key to maintaining lifelong relationships.
We also provide the following Services:
- Lifestyle Financial Planning
- Estate Planning
- Risk Planning
- Retirement Planning
OTHER RELEVANT INFORMATION
At Ultima Financial Planners, we pride ourselves on being an enduring practice that have produced three FPI® Financial Planners of the Year: Gerrit Viljoen (2003), Jan-Carel Botha (2012), and Hester van der Merwe (2020). This prestigious accolade recognises a CERTIFIED FINANCIAL PLANNER® who demonstrates exceptional financial planning skills, fully integrates the FPI’s Code of Ethics and Practice Standards into their practice, and excels in communicating complex industry-related topics.
Meet with us and experience the unparalleled expertise and dedication that sets Ultima Financial Planners apart.