We provide financial advice in the areas of Bussiness Assurance(Buy and sell agreements. Loan redemption plans,Deferred and preferred compensation,etc) Individual Life Assurance and their associated products. Medical Aid, Medical insurance planning and Gap cover, Retirement planning, Investment planning, Commercial Insurance( Logistics and trucking,A wide range of insurance for businesses,wildlife,engineering,marine,etc,) Short term and domestic insurance. Securing your future and your current assets are of most importance to us. We will put you in the correct space according to your needs and requirements.
Fish Financial Advisory Services CC T/A Trinitas was established as an authorised Financial Service Provider in 2009 by Mary-Ann Wanliss.
Alan Hobbes teamed up with Trinitas in late 2012 to form a very strong bond of expertise with Mary – Ann.
They have a combined service of 40 plus years in the Financial Planning Arena.
The FSP is licenced to render advice and intermediary services in the following categories:
Trinitas has the experience in providing advice in the following areas of Financial Planning:
Retirement Planning , Insurance Planning(Commercial and Short Term), Investment Planning , Estate Planning , Health Care Planning( Medical Aid, Gap Cover, Medical Insurance), Life Assurance , Income Protection , Disability , Critical Illness , Wills and Pet Insurance
Trinitas is contracted with the following companies to market their products:
Ambledown , Bonitas , Discovery Health , Discovery Life , Fedhealth, Fairbairn Capital , Genesis , Liberty , Marriot , Medshield , Momentum Health , Momentum Life , Old Mutual, Old Mutual insure , One Insurance Company, Oneplan, Sanlam, Spectramed, Stratum, Turnberry
Compliance with the FAIS act is monitored by Jodi Coxwell, an Independant Compliance Officer, CO 4465. She may be contacted at