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Investment minimums

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Gerrit Viljoen

I’m a financial wealth planner and my passion it is to help people navigate the turbulent waters of financial decision-making at times when they’re experiencing stress as a result of retirement, retrenchment and many other transitions. I have 35 years of experience and won the Financial Planner of the Year award in 2003.

73 Kariba Street, Lynnwood Glen, Pretoria, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

012 XXX XXXX

gerrit@*************o.za

Reveal contact details

Gerrit Viljoen

I’m a financial wealth planner and my passion it is to help people navigate the turbulent waters of financial decision-making at times when they’re experiencing stress as a result of retirement, retrenchment and many other transitions. I have 35 years of experience and won the Financial Planner of the Year award in 2003.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

73 Kariba Street, Lynnwood Glen, Pretoria, South Africa

Get directions

Contact details:

012 XXX XXXX

gerrit@*************o.za

Reveal Contact Details

About

About Ultima Financial Planners

Ultima Financial Planners enables you to build a meaningful life while enjoying lifelong peace of mind by partnering with you in your financial journey. Over the past 20 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.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services