Ultima Financial Planners
44 Reviews
- Wednesday8 AM–4:30 PM
- Thursday8 AM–4:30 PM
- Friday8 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–4:30 PM
- Tuesday8 AM–4:30 PM
About the Business
Ultima Financial Planners & Wealth Management | Pretoria based, award winning Financial Planner of the year, Ultima is your financial partner for wealth management. helping you reach financial freedom by fostering a long-term relationships.
Contacts
Website
Call Us
+27123481386
73 Kariba St, Lynnwood Glen, Pretoria, 0081
Hours
- Wednesday8 AM–4:30 PM
- Thursday8 AM–4:30 PM
- Friday8 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–4:30 PM
- Tuesday8 AM–4:30 PM
Features
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Online appointments
- Appointment required
- On-site services
- Wheelchair-accessible toilet
- Toilets
Recommended Reviews
Wessel Bonnet
12.09.2023
Ultima Financial Planners
Very good service, professional and well-rounded financial planning advice. Overall we as a family (including referred family members) are very happy with Ultima's service. We truly appreciate the additional care, patience and helpfulness when it came to evaluating the finances of our retired and elderly parents. I believe this company to be a hidden gem for each of their clients.
alan carr
12.09.2023
Ultima Financial Planners
I am very happy with the service I have received over the last 20+ years. Both Gerrit and more recently Hester have done an excellent job.
ST Potgieter
20.08.2023
Ultima Financial Planners
My Dad was with Ultima since its inception. Experiencing their special relationship I decided to join about 20 years ago when my financial position was dire. What an experience! Friendly, caring, trustworthy and professional people. Thanks Ultima team - a special thanks to Gerrit and Hester.
Jacqui Reeves
19.08.2023
Ultima Financial Planners
It is a pleasure to work with Ultima Financial Planners. They are friendly, knowledgeable and efficient, and conduct business in a professional manner.
Jenny Thornton-Smith
25.07.2023
Ultima Financial Planners
Most professional and approachable team of top class and up to date Financial Planners. Highly recommended
Hennie Coetzee
22.07.2023
Ultima Financial Planners
Worthwhile financial advising and planning. Great decisions are made at best interest of individual.
Mareliza Jurgens
19.07.2023
Ultima Financial Planners
We have only received good service and advice from Ultima. I can highly recommend them. We’ve been with them for a few years - first with Gerrit, and now with Hendri. And we are very happy with their personalised service, financial plans and help in general.
Cara Nutt
19.07.2023
Ultima Financial Planners
Ultima offers exceptional service and professional advice. Everyone from their admin staff the the financial planners are professional and articulate. When engaging with them, it is evident that they stay up to date with what is happening in the markets, with trends, laws different risk options etc. They have really interesting models that help predict your financial 'viability' for the future (based on your goals and current saving methods).
Antionette De Klerk
19.07.2023
Ultima Financial Planners
I can highly recommend the company to look after my interest and financial future. After many brokers through the years, they are the first to actively look after my money and provide sound advise which I can trust.
SillyButton
29.06.2023
Ultima Financial Planners
Our family has been with Ultima for 29 years. Never have we received anything but exceptional service and care. Ultima truly cares for your financial portfolio as well as personal circumstances. I will most likely stay with them for the rest of my life. Thank you to the Ultima team for everything you've done for our family!
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73 Kariba St, Lynnwood Glen, Pretoria, 0081
Ultima Financial Planners