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Ultima Financial Planners (Pty)

Ultima Financial Planners (Pty) Revenue

Financial ServicesFlag of ZACity of Tshwane, Gauteng, South Africa11-20 Employees

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Ultima Financial Planners (Pty) revenue & valuation

Annual revenue$1,454,435
Revenue per employee$86,000
Estimated valuation?$4,700,000
Total fundingNo funding

Key Contacts at Ultima Financial Planners (Pty)

Flag of ZA

Gerrit Viljoen

Managing Director

Flag of ZA

Regina Viljoen

Director / Financial Planner

Company overview

Headquarters73 Kariba street, Lynnwood Glen, Pretoria, Gauteng 0063, ZA
Phone number+27123481386
Website
NAICS52
SIC628
Keywords
Financial Advice, Wealth Management, Retirement Planning, Financial Planning
Founded1986
Employees11-20
Socials

Ultima Financial Planners (Pty) Email Formats

Ultima Financial Planners (Pty) uses 2 email formats. The most common is {first name} (e.g., john@ultimafp.co.za), used 63.6% of the time.

FormatExamplePercentage
{first name}
john@ultimafp.co.za
63.6%
{first initial}
j@ultimafp.co.za
36.4%

About Ultima Financial Planners (Pty)

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Ultima Financial Planners (Pty) has 9 employees across 3 departments.

Departments

Number of employees

Funding Data

Ultima Financial Planners (Pty) has never raised funding before.

Ultima Financial Planners (Pty) Tech Stack

Discover the technologies and tools that power Ultima Financial Planners (Pty)'s digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Amazon SES

Amazon SES

Email

Swiper

Swiper

JavaScript libraries

Google Maps

Google Maps

Maps

Hello Elementor

Hello Elementor

WordPress themes

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

Frequently asked questions

Ultima Financial Planners (Pty) is located in City of Tshwane, Gauteng, ZA.
You can reach Ultima Financial Planners (Pty) at +27123481386.
Ultima Financial Planners (Pty) generates an estimated annual revenue of $1,454,435. This revenue figure reflects the company's market position and business performance in its industry.
Ultima Financial Planners (Pty) has an estimated valuation of $4,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Ultima Financial Planners (Pty) was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.
Ultima Financial Planners (Pty) has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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