Ultima Financial Planners (Pty) Ltd

www.ultimafp.co.za

CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal. We strive for lifelong peace of mind – in health, living and purpose. Ultima Financial Planners enables you to build a meaningful life while enjoying lifelong peace of mind. Twice recognised as the Financial Planner of the Year, Ultima is your undisputed choice financial service provider. We are passionate about personal finance and the future – your financial future. It is our mission to inspire and assist you to live your dream through dynamic financial planning and wealth management. Whether you are nearing retirement or are a carefree twenty-something with the savvy to start saving early, we are here for you. We develop a personal relationship with you – our client – and together we focus our attention on your “meaningful life” objectives and long-term financial requirements. Combining more than 40 years of experience, in-depth knowledge, personalised mentorship and an aptitude for wealth creation, our team of certified financial planners offer you objective and independent advice helping you to implement well-considered decisions in a cost-effective manner. Our advice and decision-making processes are robust and we work closely with accredited financial analysts, ensuring in-depth investigation into financial markets, economic trends and investment options. Through sound financial planning, we create and protect your wealth and help you reach financial freedom by taking care of our investment strategy. Our strength lies in the combination of our expertise in financial planning and commitment to you. For more information about our services, please visit our website at www.ultimafp.co.za or contact us at +27 (0) 12 348 1386 or info@ultimafp.co.za.

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CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal. We strive for lifelong peace of mind – in health, living and purpose. Ultima Financial Planners enables you to build a meaningful life while enjoying lifelong peace of mind. Twice recognised as the Financial Planner of the Year, Ultima is your undisputed choice financial service provider. We are passionate about personal finance and the future – your financial future. It is our mission to inspire and assist you to live your dream through dynamic financial planning and wealth management. Whether you are nearing retirement or are a carefree twenty-something with the savvy to start saving early, we are here for you. We develop a personal relationship with you – our client – and together we focus our attention on your “meaningful life” objectives and long-term financial requirements. Combining more than 40 years of experience, in-depth knowledge, personalised mentorship and an aptitude for wealth creation, our team of certified financial planners offer you objective and independent advice helping you to implement well-considered decisions in a cost-effective manner. Our advice and decision-making processes are robust and we work closely with accredited financial analysts, ensuring in-depth investigation into financial markets, economic trends and investment options. Through sound financial planning, we create and protect your wealth and help you reach financial freedom by taking care of our investment strategy. Our strength lies in the combination of our expertise in financial planning and commitment to you. For more information about our services, please visit our website at www.ultimafp.co.za or contact us at +27 (0) 12 348 1386 or info@ultimafp.co.za.

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Country

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City (Headquarters)

Pretoria

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Employees

11-50

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Founded

1986

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director / Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Receptionist / Administrator

    Email ****** @****.com
    Phone (***) ****-****
  • Paraplanner

    Email ****** @****.com
    Phone (***) ****-****

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