Ultima Financial Planners
Financial Management in Pretoria

We specialise in Financial Planning, Financial Advice and Retirement Planning.

With Gerrit Viljoen as CEO, Ultima has an experienced team of financial planners and support staff. He has been in the financial planning and advisory industry since He co-authored the book, Protect Your Business Like a Pro! Gerrit addresses various audiences and conducts personal financial planning and investment seminars for various groups of people. In 2003 Gerrit was bestowed the Financial Planner of the Year award. When Ultima was formed, Regina was mainly responsible for financial and human resource management. Her current focus is personal development of staff, practice development and management. She also fulfils the role of director, overseeing internal compliance and general day-to-day practice management. She was previously employed by FNB Fiduciary Pty Ltd and she has a vast amount of experience in financial planning and fiduciary affairs. Her career encompasses various aspects of the financial planning industry with experience in both the public and private sector and includes qualifications in the legal and financial sector. Hester started her career in financial planning in 2003 after leaving the legal environment. She joined the Ultima team in 2015 where she fulfils the role of Financial Planner. Ronel has 19 years’ experience in the financial services industry, of which the last 5 years was with Hollard/Alterisk. Ronel has a certificate in Wealth Management and is currently studying to obtain her CFP qualification. As an alumni of Ernst & Young, Hendri has more than 7 years’ experience in financial and general management. His passion is to inspire people through innovative, productive and focused administration. Heila is an assistant to the financial planners and is the client services supervisor. Heila gained prior working experience in the legal field. Prior to Ultima, Alet worked for more than 10 years at Investec as a Coordinator and Trainer on website and administration activities. For Alet nothing is too big, she walks the extra mile in solving problems. Diena joined Ultima in 2010, she is an assistant to the financial planners and responsible for client services. Diena holds qualifications in Financial & Pastel Accounting as well as Bookkeeping. With a humble spirit, she performs her work with love and care and is a valuable member of our team. She has gained a wealth of experience in the Financial Services, Education and Travel Industries prior to joining Ultima. She brings a wealth of experience to the Ultima team in terms of office administration. Gerrit is active in the financial planning industry since 1986 and started Ultima with the focus to provide personalised financial advice, financial planning and retirement planning as well as financial services to people looking for financial freedom and peace of mind. In a bold move at the time, Ultima became one of the first companies to adopt the approach where financial planning and advice is offered as a professional fee-based service. This service model puts the emphasis on objectivity where financial advice, financial and retirement planning is provided with the best interest of the client at heart, and not on the basis of selling financial products. Over the past 15 years, Ultima has grown into a reputable brand and financial partner. We are trusted for our expertise, distinguished and personalised service. We truly care about your future, helping you to build a meaningful life and enjoy lifelong peace of mind.