Founded in 1993, Ultima Financial Planners (Pty) Ltd is an independent, fee-based financial planning practice and an authorised Financial Services Provider (FSP 513) in South Africa. The firm is a CERTIFIED FINANCIAL PLANNER® professional practice, focusing on building long-term relationships with clients through personalized and objective advice. Their core services encompass investment planning, retirement planning, estate planning, and risk planning, all delivered with a commitment to integrity, objectivity, and client trust.

Founded in

South Africa