As an Old Mutual Agency franchise, TRI Wealth offers advisors a roadmap to success in building their practices and achieving positive outcomes for their clients through greater efficiencies and superior support.

TRI Wealth operates under the OM FSP License. This partnership with Old Mutual enables TRI Wealth to provide their advisors with best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider.
In this environment of entrepreneurship, franchisees are able to work for themselves, while never being by themselves. With the freedom to craft their own ethos and spend more time with their clients, they are enabled in growing their brand with the aid of hands-on guidance and support, as well as the latest technology-driven business submission processes and tracking.

TRIWealth (Pty) Ltd

Org chart

Teams

Offices