Our Tribe

Franchise Principal

Cobus Coetsee

Cobus Coetsee

Franchise Principal & Managing Director

As an accredited Old Mutual Agency Franchise Principal and entrepreneur, I am driven by a constant desire to create a space where advisors can continually learn and thrive, equipping themselves with the skills, support, products and networks they need to achieve success in an increasingly competitive landscape.

Bolstered by Old Mutual’s more than 176 years of experience as South Africa’s most trusted financial services provider, and offering a range of Old Mutual’s innovative investment products, our advisors are provided with a tried and tested roadmap to success in everything they do.

Financial Planners

Willie Barnard

Willie Barnard

Financial Planner

Being a family man of heart, understanding the value of everyday life and the unexpected that life often brings, encouraged me to join the Financial Industry in 1999. 

I am dedicated and disciplined in my approach to Holistic Financial Planning and my goal is to ensure that my clients are well informed and that every financial need has been assessed, planned and met according to their individual needs.

 

PG Bezuidenhout

PG Bezuidenhout

Financial Planner

I like to partner with my clients to change their perspective when it comes to money, to assist my clients to set Goals and achieve them. I’m passionate about helping my clients grow and protect their Wealth.

Neil Daniels

Neil Daniels

Financial Planner

After 31 years as a Financial Planner, it is really great to see plan , put in place many years ago, coming to fruition. My clients are now able to see the rewards of their hard work and forward planning and I am now also able to assist their families, which is what gives me the most joy.
Trust ,respect and integrity, the cornerstones of Triwealth, and my own personal philosophy are the basis of everything I do.I enjoy golfing and more importantly, being able spend leisure time with my family, especially my 5 grandchildren.

Bassadien Davids

Bassadien Davids

Financial Planner

Bassadien started his career as a Financial Advisor with Old Mutual Personal Financial Advice (PFA) in 1992. He qualified as a PFA National Top 25 Advisor in 2005 and has been a financial advisor for the last 27 years.
He was approached and recruited by Discovery Financial Consulting in 2008. Old Mutual Agency Franchise Division’s (AFD) Regional Manager subsequently head hunted him and he returned to Old Mutual in 2010.

During his career he has been awarded as an AFD National Top 10 Advisor and an AFD National Top 20 Advisor qualifier from 2011-2018 and has been on various Offshore and Onshore conventions with Old Mutual.

He is a keen golfer and is continually challenged by this game and most importantly has a well- balanced, loving and supportive family network.

His passion and expertise lies with risk protection and wealth creation for clients who needs his assistance with creating a holistic financial portfolio.

Johan Falck

Johan Falck

Financial Planner

Hi my name is Johan Falck, based in Robertson Western Cape (30 years experience in the financial services), I believe in attention to detail, personalised service and to be easily reachable by my clients. I live our company values of Trust, Respect and Integrity (TRI) and believe that these pillars form the backbone of our very successful business. Please contact me if you need easy to understand, honest financial planning on any aspect of your financial affairs.

Mbuso Grootboom

Mbuso Grootboom

Financial Planner

I am a happily married adviser with 3 beautiful children. I started my career with Old Mutual in 2005.

I enjoy what I’m doing very much, because it my passion to be of service.It is my main goal to see clients happy and fulfilling their financial goals. As an experience Financial Adviser, I take my work very seriously, because what I have learned in this industry is that the needs of our clients comes first.

As an adviser, I believe in the principles of INTEGRITY, TRUST and RESPECT.

Ian Horn

Ian Horn

Financial Planner

Ian started his career in finance at Liberty in 1997 and was encouraged to assist professional people to plan their future. He was then offered the opportunity to become a financial advisor at Standard Bank in 2007.

Now he is living his dream of assisting people to change their financial future at Triwealth

Anthony Jacobs

Anthony Jacobs

Financial Planner

Dieter Lintz

Dieter Lintz

Financial Planner

As a financial professional, I take pride in providing my clients with superior service. Through the integrated Wealth Planning approach, I develop tailored financial strategies to help them reach their financial and life goals.

I have begun my financial planning career in 2012 and continually strive to upgrade my designation through professional development. As a dedicated financial planner, I can provide the expertise and professional network to assist clients with all aspects of their financial planning. Exceptional client service is a priority for me and selecting investments to support a long term plan is the main goal.

Outside of work, I lead a busy life with my wife, two children and two cats. I love the outdoors, good food, shopping with my wife and spending quality time with my family.

Imraan Solomons

Imraan Solomons

Financial Planner

Imraan is a dedicated financial planner, a husband and a father. He provides holistic planning focusing on the client’s needs and guiding them every step of the way.

Mogammad Schroeder

Mogammad Schroeder

Financial Planner

Mogammad started his journey in financial planning in 2003
His journey started at Sage life, shortly after he moved to Old mutual pfa in 2007 he was head hunted by Discovery life and in 2011 he had moved back to Old Mutual AFD

He is very proud of the relationships he had built with his clients over these years. His relationships has extended from client to their families and their children.

He attained many qualifications through the years. He had completed his certificates through Damelin College. His completed his Wealth Planning to better ensure a holistic approach to the needs of each client in life and financial planning.

His highly passionate about his wife and 2 children in his spare time you can find him on the badminton court.

Pierre van Biljon

Pierre van Biljon

Financial Planner

Lifestyle Financial Planner with a history as a Licensed Aircraft Engineer. Having a Technical and Financial Passion, Background and Understanding, give me the advantage to understand and communicate with Technical Minded customers.
Johan van Niekerk

Johan van Niekerk

Financial Planner

Johan van Niekerk is a people’s person.  With 40 years + financial experience, his clients are a priority.  Each client receives personal attention on their goal planning and is contacted frequently.

His friendliness, dedication and loyalty to his clients ensures that they receive the best service

Administration

Kerry Bezuidenhout

Kerry Bezuidenhout

Operations Manager

Maryke van Tonder

Maryke van Tonder

Practice Manager for Cobus Coetsee

Nicole Basson

Nicole Basson

Admin Assistant

Bronwyn Massardo

Bronwyn Massardo

Admin Assistant

Janine Floris

Janine Floris

PA to Willie Barnard

Anne-Marie Fourie

Anne-Marie Fourie

Financial Manager

Join the Team /  The TRIwealth Way

The theme of family is a strong driver within our TRIWealth culture. We are a group of diverse, well- established financial planners with a combined industry experience of more than 200 years. We have built our business by helping as many people as possible achieve their goals. We did this through meaningful partnerships with Attorneys, Accountants, and various other independent contractors as we believe that we cannot be all things to all people all the time.

These companies have become like our family and with their support and the support of our loyal clients and the backing of Old Mutual, we have been very successful as a business, and are ranked as one of the Top Old Mutual Franchises Nationally. 

We are always on the lookout for brilliant, talented people who are passionate about helping our clients to achieve their goals and aspirations by providing them with the trusted advice they need to get there.

Our clients are at the heart of everything we do. To ensure our clients experience quality advise & service, we offer our teams development and training opportunities, and we support individuals to getto where they want to be in their financial planning career.

Some benefits of joining TRIWealth:

I

Access to our Franchise FSP license.

I

Access to Key Individual Services.

I

TRIWealth conducts due diligence on all our products and funds.

I

Compliance Function & Monitoring

I

Advisor mentoring, training, and coaching.

I

Access to Product Provider contracts.

I

Access to Astute usage.

I

Access to our Commission Management Tool.

I

Access to bespoke Client Management Data & Reporting (OM in-house capability).

I

Access to Industry leading Advice Tools for example: Integrated Wealth Planning Tool & Xplan Tools.

I

Integration of our Client Relationship Management capability – Xplan.

I

Integrated Advice-led financial planning, solutions, and product recommendations.

I

Communication Strategy including Automation of client reporting & TRIWealth newsletter.

I

Bespoke Branding and Marketing (for example: email signatures and marketing footers).

I

Administration Hub:

– Back Office Support.
– Operational Services.

I

Advice – led capability that offers & gives access to a team of specialist support I.e:

– Financial Planning Coach.
– Business Coach.
– Fund & Investment Specialist.
– Legal advisors.
– Tax and Accountants.

Minimum Requirements:

  • At least one year’s sales experience in the assurance industry
  • Compliance with Old Mutual’s FAIS requirements. RE exams, etc. 

If this is the environment you would like to operate in, please make contact us or send us your CV to cobus@triwealth.co.za.

Triwealth  Testimonials

I have known Cobus for 11 years now, first as a colleague at Prof in consult, and for the past 5 years as Franchise Principal at Triwealth Advisory. When I think of words to describe Cobus, the man, the leader, husband and father, there are many that come to mind. Passionate, driven, focused, dedicated, disciplined are all a perfect fit, but in my opinion, Honest and trustworthy, best describe who he always is. What you see is what you get!!!!! One always knows exactly where you are with him, and that is what is most important in any relationship, business or friendship.

His ability to accept and overcome any challenges, to succeed against the odds, makes him formidable yet endearing. It is indeed a privilege to share in his adventure, and enjoy his support of one’s own journey. Wishing him long life and every success as he writes his legacy.

Neil Daniels

Financial Advisor

Cobus has been my franchise principal for the past 3 years. During this time we have experienced a relaxed professional relationship. I enjoy the fact that Cobus is always open to new suggestions and not afraid to implement it on how to improve service delivery to the advisors who are his clients.

TriWealth is a brand that my clients and I are confident to be associated with.

Anthony Jacobs

Financial Advisor

Cobus is a leader with good solid principles. Triwealth is an family who indorse those principles.

Clients always come first. 
Johan Van Niekerk

Financial Advisor

It is with great pleasure that I write this Testimonial Letter about TriWealth and Cobus Coetsee.

Triwealth has become for me not just a place of work but being part of a multi-cultural family who supports each other. As with any new industry or business, coming from an Engineering background and being fairly new to this industry. I had a few struggles and if it wasn’t for Cobus and the Triwealth family I might not have been in this industry anymore.

Cobus Coetsee is the Head (Father) of this family. His vision believes and drive has become the drive of the whole family. Because he is still an Active Adviser, he understands the struggles we might face daily and will always try and help if he is able too.
Cobus leads by example, his knowledge about this Industry is amazing and he is never too busy for a positive word, support or just a joke to brighten up your day.

I am very fortunate to be part and this family and to have Cobus Coetsee not just as a Leader but as a friend.

P.C Van Biljon

I first heard about TRIWealth, a Franchise of Old Mutual in 2018 and were introduced to the Franchise Principal Mr Cobus Coetzee in September 2018 and we had several meetings together where I learned more about Old Mutual Agency Franchise Division, TRIWealth and Cobus Coetzee.

I decided to joint the TRIWealth team and started working along with Cobus Coetzee from 01/12/2018 and I have to congratulate and commend Cobus for the way he took me in and made me feel welcome and that I absolutely belong there from the start.

After a very short period of time I realised that as Franchise Principal of TRIWealth Cobus had a lot more to give to his Advisors than just being another Manager. I have had several Sales Managers in the past, but I have never had a Manager that gave so much more of himself and his knowledge of the industry and the personal attention to so much more detail to assist and help to make my own practice a huge success.

Since I have started working for TRIWealth under Cobus Coetzee, my business has grown dramatically and I can give a lot of credit to my Franchise Principal Cobus Coetzee who had up to date such a huge influence in my work and showing constant interest, not just for myself, but also for my clients.
I can commend Cobus on the way he first look at our client’s needs, then our own needs and only then at TRIWealth’s needs and will always make sure that all other needs are met before looking at his own.

Up to date Cobus continues to give everything to his personal, his Advisors, TRIWealth. He also constantly strives to improve our lives and make it better and brighter.

Thank you Cobus for the Franchise Principal, Manager, mentor and most of all friend that you are to all of us at TRIWealth!!

Yours Truly

Willie Barnard

Financial Advisor

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.