Live in the moment. Create the Future.
Leave a legacy.

Welcome to TRG

Our team of independent financial advisors is dedicated to helping you define your goals, protect your family, and grow your wealth. Experience personalized guidance and innovative solutions tailored to your specific needs.

Define Your Goals

FINANCIAL PLANNING

Embark on the path to financial success with our comprehensive financial planning services. Together, we'll create a tailored plan that covers wealth creation, wealth preservation, retirement planning, tax strategies, and estate planning - ensuring you enjoy every step of your journey.

Protect Your Family

PERSONAL & BUSINESS INSURANCE

Form a solid base camp for your financial plan with our customized insurance solutions. Our independent advisors will create innovative solutions to ensure the health, wealth, and future earning ability of you and your loved ones.

Grow Your Wealth

INVESTMENT SOLUTIONS

Secure your financial future with our award-winning investment range tailored to your individual planning needs. Our diverse investment options include risk-profiled solutions, from low-risk cash alternatives to aggressive shares and even cryptocurrencies.

Experience Our Award-Winning Investment Strategy

Ready to Take Control of Your Financial Future?

Partner with TRG and experience the difference our independent financial advice and personalized solutions can make for your financial journey. Schedule a free, no-obligation consultation with one of our experts today.

  • “The Robert Group have consistently provided me with financial and investment advice that is contextualized for my individual circumstances and has always done so with the utmost integrity.”

    - Rory Moore (Innovation Lead) Accenture

  • “I wish to place on record my complete satisfaction with the way you have handled both my own and company affairs.”

    - Rob Perkins (Director) Lali Foods

  • “I have had an excellent business relationship with Claude Robert for the past 30 years. During this time he has assisted me with great dedication and expertise and I recommend him as a man of integrity, someone you and your family can depend on fully in the financial and insurance field.”

    - Rod

Introducing the Money Minute

Don't miss out on our weekly dose of essential financial insights! Every Monday, the TRG Money Minute delivers a concise yet comprehensive overview of the most important news and developments in the world of finance. From economics and politics to investments, our informative and engaging video is your go-to source for staying informed and ahead of the curve.

Make the most of your Monday with the TRG Money Minute – the must-watch financial update you won't want to miss.