Michelle Naidoo's Contact Details

Michelle Naidoo's Company Details

Trident Wealth Management

, Kwazulu-Natal, South Africa • 11 - 50 Employees
Financial Services

As an Old Mutual Agency franchise, Trident Wealth Management offers advisers a road-map to success in building their practices and achieving positive outcomes for their clients through greater efficiencies and superior support.Trident Wealth Management operates under the OM FSP License. This partnership with Old Mutual enables Trident Wealth Management to provide their advisers 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.Our Services include: Risk planning Estate planning Investment advice – local and abroad Pension/ Provident advice Tax-Free Investments Short Term Insurance Fiduciary planning