Ultima Financial Planners

Ultima Financial Planners The value we create through our financial expertise enables you to build a meaningful life and enjoy lifelong peace of mind

Ultima enable you to build a meaningful life by offering our expertise in financial planning, retirement planning and financial management over time for Retirees, Entrepreneurs and Professional Accumulators, seeking to obtain lifelong peace of mind. We cater for a diverse range of client portfolios and build lifetime relationships with our clients. Through close cooperation we personalise our serv

ices and customise solutions to best fit your specific profile. Once we have developed your financial plan, we also implement and manage your financial and investment strategies over time. Important to note: we do not develop once-off financial plans for a fee. In addition to partnering with you on a professional level, taking care of your financial plan which is the enabler of your future and hence very personal, Ultima also becomes your friend, confidant, mentor and guide. Comprehensive Financial and Investment Planning

Ultima’s service offering includes comprehensive financial planning, financial advice, retirement planning and investment implementation and management. We assist you to achieve the optimum balance of investment income, capital gains and acceptable levels of risk by using proper asset allocation. This could include stock, bonds, mutual funds, real estate investment trusts, options, etc. While diversification is at the core of the strategy the funds should also complement one another and ultimately result in an approved risk return pay-off profile. Ultima Financial Planners is an Authorised Financial Services Provider (FSP no. 6828)

Congratulations Gerrit, what a privilege to celebrate your 70th birthday with you! May you continue to be such an inspir...
22/01/2026

Congratulations Gerrit, what a privilege to celebrate your 70th birthday with you! May you continue to be such an inspiration to all of us at Ultima for the next 10 years!

Congratulations Gerrit, what a privilege to celebrate your 70th birthday with you! May you continue to be such an inspir...
22/01/2026

Congratulations Gerrit, what a privilege to celebrate your 70th birthday with you! May you continue to be such an inspiration to all of us at Ultima for the next 10 years!

Every story has a beginning, a journey, and a memorable ending… and what a story 2025 has been! As we close the book on ...
08/12/2025

Every story has a beginning, a journey, and a memorable ending… and what a story 2025 has been!

As we close the book on 2025, we want to thank every client, colleague, and partner who was part of our story.

We wrapped up the year with an unforgettable celebration last Friday—bowls, laughter, and plenty of great memories!
And yes… Gerrit’s team claimed the victory! 🏆

Wishing you all a joyful festive season and a Happy New Year!

Your 30s are the decade where life and money begin to merge into your own story. Careers accelerate, families grow, and ...
24/11/2025

Your 30s are the decade where life and money begin to merge into your own story. Careers accelerate, families grow, and dreams start becoming reality. The choices you make now—how you earn, spend, and save—shape the freedom and fulfilment you’ll enjoy later. It’s not just about managing money; it’s about aligning it with the life you’re imagining.
To help you navigate this fast-paced season, Hendri has put together a financial checklist designed for this critical decade.

Hendri de Klerk CFP® recently shared this powerful insight:



Source: https://www.moneyweb.co.za/financial-advisor-views/your-30s-the-decade-of-financial-growth/

Why purpose is the new pension in retirement People are living longer, and the old “work hard, then relax forever” model...
13/11/2025

Why purpose is the new pension in retirement

People are living longer, and the old “work hard, then relax forever” model is outdated. The real challenge isn’t just money—it’s meaning. Financial planning today is about more than spreadsheets; it’s about designing a life you love after work. Build not only your investment portfolio but also your social and purpose portfolios. Retirement isn’t about what you’re leaving behind—it’s about what you’re running toward. Purpose is the new currency.

Read the full article by Hendri de Klerk CFP® here: https://iol.co.za/personal-finance/financial-planning/2025-11-11-why-purpose-is-the-new-pension-in-retirement/

Still buzzing from the energy, insights, and generosity principles shared at FLOW Conference 2025!Here are a few more sn...
27/10/2025

Still buzzing from the energy, insights, and generosity principles shared at FLOW Conference 2025!
Here are a few more snapshots capturing the spirit and highlights of the day.

Thank you to everyone who made an impact.

Hendri de Klerk shares powerful insights on the COFI Bill in Moneyweb: shifting the focus from products to people. Read ...
06/10/2025

Hendri de Klerk shares powerful insights on the COFI Bill in Moneyweb: shifting the focus from products to people.

Read more:

How the Cofi Bill may assist you in locating a financial advisor who takes an interest in more than your finances.

We’re counting down to FLOW Conference 2025! This year, we’re honoured to feature Rudolph Geldenhuys, South Africa’s 202...
23/09/2025

We’re counting down to FLOW Conference 2025!

This year, we’re honoured to feature Rudolph Geldenhuys, South Africa’s 2024/2025 Financial Planner of the Year, who recently shared his thoughts on generosity.

Ready to be challenged & inspired?
Join us on 11 October and discover how generosity can transform your financial journey!

🎟️ Book your tickets: flowconference.co.za/conference 📅 Save the date: Saturday, 11 October 2025

Address

Ground Floor Block F, Cnr Glenwood And Oberon Street, Faerie Glen
Pretoria
0081

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 16:00

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