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)

20/07/2026

What if your work was more than just a job? What if it was an act of worship?

Join us at FLOW Conference 2026 on 10 October in Pretoria as we explore this year's theme: "All Work is Worth-ship."
Register now at flowconference.co.za or via iTickets.

20/07/2026

Are you running on empty, frustrated, feeling like you’re in limbo?

Think about it, Monday morning arrives and the exhaustion sets in before you even open your laptop. You have to drag yourself through the week and you’re wondering why you are actually doing all of this. You feel worn out and deep inside, you are searching for a deeper purpose to your daily work.

We have great news to share with you!

Work was never meant to be a curse. In fact, in the ancient Hebrew culture of Jesus’ day, the word for ‘work’ and the word for ‘worship’ were spelled the exactly the same way. Doing work was an act of "worth-ship".

We have arranged this pivotal conference to challenge the status quo, the why behind what we do, and to hopefully inspire you to step into the true meaning of who you were created to be.

We’re excited to host amazing speakers who will mentor, exhort and inspire you to live a life of worth-ship. Speakers are Patrick Kuwana, Elize-Marie Müller, Rick Moser, Retief Burger and more!

Here are the conference details:

Date: 10 October 2026 | 08:00 - 17:00
Venue: Loft at Nine - The Industrial Venue, Menlo Park, Pretoria
Price: R350
(Your ticket includes a full day pass, lunch, and refreshments)

Take the first step toward finding total meaning in your Monday-to-Friday routine.

Get your exclusive Early Bird tickets, only available until the 31st of July! Get it here: https://flowconference.co.za/flow-conference-2026/

Last Friday, we had the privilege of attending The Grand by POPUP – a memorable evening celebrating faith, favour and th...
03/07/2026

Last Friday, we had the privilege of attending The Grand by POPUP – a memorable evening celebrating faith, favour and the future. The event brought together passionate individuals committed to making a meaningful impact through education and skills development, all within a glamorous 1920s-inspired atmosphere.

Thank you to the POPUP team for hosting such a wonderful event. It was truly a lovely evening, filled with inspiration, connection and a shared vision for creating opportunities and transforming lives.

A family trust is no longer a “set and forget” wealth-planning tool. In South Africa, trusts are under greater scrutiny ...
18/06/2026

A family trust is no longer a “set and forget” wealth-planning tool. In South Africa, trusts are under greater scrutiny from regulators and SARS, meaning they need a clear purpose and proper management to remain effective. Learn more by reading the full article via the link in our Bio.

Ultima Financial Planners sponsored the award for the top student of 2025 in the Advanced Certificate in Financial Plann...
04/06/2026

Ultima Financial Planners sponsored the award for the top student of 2025 in the Advanced Certificate in Financial Planning (NQF 6) at Milpark Education, and today we were able to present the prize to Gill. Congratulations to Gill on this impressive achievement! From left in the photo: Gerrie van der Merwe (Lecturer, Milpark Education), Gillian Angove (Top student), Hendri de Klerk (CEO, Ultima Financial Planners)

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/

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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