About Us

TRIWealth is a leading accredited Old Mutual Agency Franchise established in 2017 by our Franchise Principal Cobus Coetsee.

We are a multi-racial, multi-cultural group of well-established financial planners, passionate about guiding our clients to achieve their life goals. Being a diverse group of financial planners gives us the competitive advantage and ability to address the financial planning needs of the broader demographic of South Africa.

We focus on Lifestyle Financial Planning and put our clients at the center of everything that we do. We follow a process called Integrated Wealth Planning where we co-create your life-plan and assist you to achieve your goals and aspirations.

We passionately build long-term relationships with our clients by letting our values of Trust, Respect and Integrity guide us through every interaction, unlocking value that is mutually beneficial.

Our Value System

Z

Trust

Respect

Integrity

Our Why

We passionately work on relationships to establish trust and unlock value.

Our Client Engagement Process (CVP)

We passionately work on our relationships with clients to establish trust and unlock value. We are a group of qualified lifestyle financial planners and we follow the Old Mutual Wealth Integrated Wealth Planning process as our advice philosophy and process

The diagram below indicates the process:

We put our clients and their lifestyle and financial goals at the centre of everything we do.
The outline of the above steps is as follow:
 
The first step is our initial engagement process to establish our relationship and explain our process.
We then spend enough time on Goal setting. We identify our client’s goals and dreams and start to develop and co-create a financial plan with our clients.
The next step is to develop different scenarios that will move them from their current financial position to their ideal lifestyle.
We facilitate the implementation of any solutions or products and
Regularly review our client’s financial plans to help them stay the course.

Office Number:

021 300 1759

Address:

81 Helderberg College Rd, Die Wingerd, Somerset West, 7130

Co. Reg. No: 2017/114377/07

We passionately work on our relationships with clients to establish trust and unlock value.