by Ultrafin Financial Services | 19 May 2021 | Blog, Financial Planning
Fortunately, our legal system provides for freedom of testation which means that the person writing his will can provide for the distribution of his estate among friends, family, spouses and charities as he sees fit. He can also choose to disinherit a person from...
by Ultrafin Financial Services | 12 Apr 2021 | Blog, Financial Adviser
You’re ready to get organized, grow your money and get a jumpstart on big goals like retirement, paying down debt or even that family vacation you’ve been dying to take — so you finally take the plunge and book an appointment with a financial advisor. What can you...
by Ultrafin Financial Services | 13 Jan 2021 | Blog
Lets stat the year with a financial planning process. We can identify your goals and set targets to meet them. Firstly, we will talk about your financial objectives and requirements to decide the way forward. The financial planner will ask questions and discuss your...
by Ultrafin Financial Services | 10 Aug 2020 | Blog, Financial Planning
Second (or third) marriages come with a special kind of optimism and the chance for a new “forever after.” But they also typically come after you and your partner have built a more complex financial life, which can make combining your finances more complicated....
by Ultrafin Financial Services | 4 Aug 2020 | Blog, Financial Adviser, Financial Planning, retirement
There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination of decades of hard work and the ability to enjoy the fruits of one’s labor. While the enthusiasm is warranted, it’s...