Let’s achieve your life goals.
Our Services

Risk Planning
We structure a plan to protect you, your family and your business against an unforeseen event happening like untimely death, disability, loss of income or illness.

Investment Planning
We co-create a solution for all your savings and investment needs. Whether you plan to buy a home, take a well-deserved vacation, or create and grow Wealth, we have a savings and investment solution to suit your need.

Retirement Planning
We partner with you on your retirement journey, from the day you start working and saving till the day that you retire and start enjoying your investments.

Employee Benefits
We offer peace of mind to both you and your employees when the unforeseen happens. You employees will be looked after when the unforeseen happens or they retire.

Asset Protection
We provide cover for the assets that you hold so dear to your heart ranging from your vehicle, your home to your personal items that you treasure. We also extend this cover to your business assets as well as your agricultural assets.

Wills & Estate Planning
“Time waits for no man.” Your Will is the most important document that you will ever sign, and we ensure that your Will is both professionally drawn up and executable by doing a proper estate plan with your will. This ensures that you leave a legacy for your loved ones when you pass away.

Risk Planning
- Personal
- Life Cover
- Disability Cover
- Severe Illness Cover
- Retrenchment Cover
- Loss of Income Cover
- Business
- Buy and Sell Insurance
- Contingent Liability Cover
- Key Person Insurance

Investment Planning
- Recurring Savings
- Lump Sum Investments
- Local Investments
- Offshore Investments
- Tax Free Investments
- Personal Share Portfolios – Local and Offshore

Retirement Planning
- Pre-Retirement Planning
- Post-Retirement Planning

Employee Benefits
- Pension Funds
- Provident Funds
- Group Risk Benefit Solutions

Asset Protection
- Personal Insurance
- Commercial Insurance
- Agricultural Insurance

Wills and Estate Planning
- Estate Analysis and Planning
- Estate Liquidity planning
- Drafting of your Last Will and Testament
- Trusts and Independent Trusteeship
- Administration of Deceased Estates
Contact TriWealth
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.