TRILOGY WEALTH
After completing my Postgraduate Diploma in Financial Planning, I realized that my career was more about giving advice than a one-side product sale. The logical step was that I then joined an Independent Brokerage in April 2016, which was subsequently acquired by EFFICIENT WEALTH. In September 2016 there were further changes culminating in me heading my own Business Unit “Trilogy Wealth (Pty) Ltd” within EFFICIENT WEALTH as Business Executive.

ABOUT

I attended school in Cape Town and later in Germany. I successfully acquired my Financial Advisory Certificate in Germany, and thereafter worked for Deutsche Vermoegensberatung AG, a leading European Financial Services company for 19 years, both as a Financial Advisor as well as Branch Manager.

Upon my return to South Africa, I earned my National Wealth Management Certificate and joined a top-performing Liberty Life Entrepreneur Division, where I enjoyed a successful career for almost 9 years.

After completing my Postgraduate Diploma in Financial Planning, I realized that my career was more about giving advice than a one-side product sale. The logical step was that I then joined an Independent Brokerage in April 2016, which was subsequently acquired by EFFICIENT WEALTH. In September 2016 there were further changes culminating in me heading my own Business Unit “Trilogy Wealth (Pty) Ltd” within EFFICIENT WEALTH as Business Executive.

I feel passionately about long-term relationship building and the successful creation of real wealth for my clients, whilst simultaneously protecting them and their dependents against unforeseen circumstances.

In my free time, I enjoy staying fit, travelling as well as hiking. I am also Charter Member and Past Treasurer of the Rotary Club Noon Gun Cape Town and I represent the Cape Regional Chamber of Commerce as Non-Executive Director on their Board of Directors.

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A long road ahead for investors looking to lodge a claim, writes Maya Fisher-French. [Read More]

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Tilman von Zukowski

Tilman von Zukowski

3DOM DIGITAL AGENCY

3DOM Digital Agency

POSTNET

POSTNET

WESKUS SAKEKAMER

WESKUS SAKEKAMER

RARA AVIS FREIGHT AND LOGISTICS PTY LTD

RARA AVIS FREIGHT AND LOGISTICS PTY LTD

West Coast Trading Post SA

West Coast Trading Post SA

Aardwolf Security Solutions

Aardwolf Security Solutions

The Shuttle Van

The Shuttle Van

Luus Attorneys / Prokureurs Labour law

Luus Attorneys / Prokureurs Labour law

Sid Du Plessis Handy Man Services

Sid Du Plessis Handy Man Services

All4Justice

All4Justice

Wine Boutique St Helena Bay Hotel

Wine Boutique St Helena Bay Hotel

Factory Wholesalers

Factory Wholesalers

RO Water Systems

RO Water Systems

CFG Fitment centre

CFG Fitment centre

Trade & Legal (PTY) Ltd.

Trade & Legal (PTY) Ltd.

YC Prokureurs

YC Prokureurs

KP Attorneys

KP Attorneys

DRD CONSULTING

DRD CONSULTING

Koeks Laundry

Koeks Laundry

V2 ELEKTRIES

PORT OWEN BOAT YARD

LITTLE LEDGER BOOKKEEPING SERVICE

LITTLE LEDGER BOOKKEEPING SERVICE

KLIPHOEK RIVIEROORD

KLIPHOEK BOERDERY

KLIPHOEK BOERDERY

GERHARD TREDOUX BK

GERHARD TREDOUX BK

ELECTRICAL SERVICES

EARTH LIFE GAS

EARTH LIFE GAS

DIE EMMERTJIE

DAWIE’S SOFTWARE SOLUTIONS

DAWIE’S SOFTWARE SOLUTIONS

CCR CONSTRUCTION

CCR CONSTRUCTION

BRICKCON CC

BRICKCON CC

ANCO CONSTRUCTION

ANCO CONSTRUCTION

ADMIRAL ISLAND & PORT OWEN ESTATES

PRETKOR EIENDOMME

PORT OWEN YACHT CLUB

Overberg Agri Bedrywe (PTY) Ltd

N7 TYRES

HEART GUARDIANS TRAINING CENTRE

HEART GUARDIANS TRAINING CENTRE

DJ INC

DJ INC

DIE HUIS KOMBUIS

CHARLIE’S BREWHOUSE

CANVAS CANOPIES WESKAAP

TOP CARPETS VREDENBURG

SOVERBY LAPA

RIVERTIDES GUEST GOUSE

OP DIE HOEK WINKEL

OP DIE HOEK WINKEL

OLD MUTUAL

OLD MUTUAL

JF CONSTRUCTION

DISCOVERY VELDDRIF

DISCOVERY VELDDRIF

ANNE’S TRADING

ANNE’S TRADING

AGENBAG ELEKTRIES

WEST COAST SHUTTERS

VEGAS KAFEE

VEGAS KAFEE

STRETCHTENTS INTERNATIONAL

SHOP A SHU

NOSSAB FISHERIES

NOSSAB FISHERIES

JDUP PROJECTS

DOEPIES TAKE AWAY

BERGRIVIER MOTORS

ERA CARIT ESTATES VELDDRIF

WESKUS INDUSTRIELE PARK

WESKUS INDUSTRIELE PARK

D&S VERKOELING

D&S VERKOELING

VILLAGE FITNESS GYM

BERGRIVIER SLAGHUIS

TRILOGY WEALTH

TRILOGY WEALTH

DIE VISHUIS RESTUARANT

VELDDRIF MEDICAL CENTRE DR. NICO VERMEULEN

MONCOR ELEKTRIES

MONCOR ELEKTRIES

West Coast Solar

THE SINGING SEAGULL

KRYSYS SECURITY SOLUTIONS

H-IT COMPUTERS

GIDEON ESTATES VELDDRIF

SOUTHERN CROSS REKENMEESTERS

LA LIKHALA’S STEELWORKS

OK GROCER VELDDRIF

BERGRIVIER GUTTERS

TOLLIE’S RIVER & BOAT CRUISES

THE TOOL HIRE GUY

WEST COAST PAINTS

EIGEVIS GROUP OF COMPANIES

WESLANDER

CHAS EVERITT – VELDDRIF

CENTRAL HIGH TRADING 259 CC

PRINRO BUILDING & STEEL MERCHANTS (PTY) LTD

RUSSELLS ON THE PORT

DR E RAUBENHEIMER

3DOM DIGITAL AGENCY

Cart

Finansiële Nuus

News24 Business | Personal Finance | Could advisers be held liable for Ponzi losses?

A long road ahead for investors looking to lodge a claim, writes Maya Fisher-French. [Read More]

News24 Business | ANALYSIS | Living annuities versus life annuities

At retirement, you have to buy either a life annuity, a living annuity, or a blend of both. So, which one is the most suitable option to ensure a comfortable post-retirement lifestyle, asks Arisha Jivan. [Read More]

News24 Business | EXPLAINER | SARS is cracking down on late taxpayers. Here's what you need to know about penalties

The deadline for individual tax returns is Monday 23 October, unless you are a provisional taxpayer. Laura du Preez explains. [Read More]

News24 Business | Personal Finance | More hailstorms on the horizon: Weather proof your home, warns insurer

Santam has issued a warning that as climate patterns shift, frequency and severity of hailstorms is likely to increase. [Read More]

News24 Business | Black tax: Experts weigh in on how to do it right - and build future wealth too

If they don't manage their money well, young professionals risk running into debt or impacting their future generational wealth, experts warn. [Read More]

Business Tech

Both petrol and diesel users are in for some relief at the pumps this December, with some diesel users saving up to almost R200 a tank.
The Department of Trade, Industry and Competition Minister is finally picking up the pace in South Africa's transition to electric vehicles.
South Africa's troubles at home are knee-capping the rand's end-of-year potential.
The Standing Committee on Finance has made another change to the two-pot retirement system - after the Finance Minister got involved.
The new year provides a good opportunity to review your business and look at what areas you could improve.