Live local,
invest globally.
The Robert Group gives astute investors access to specialised global managers and themes — with the personal service of a coastal private-wealth practice.
One partner for your whole financial life
Advice, protection and investment under one roof — coordinated, independent and personal.
Financial planning
Independent advisers who build the plan around your life — risk, retirement and estate.
Learn moreInsurance
Independent broking for your home, life and business — the whole market, not one insurer.
Learn moreInvestments
The award-winning WealthBuilder range, cash, shares and digital assets — managed in-house.
Learn moreCorporate benefits
Pension, provident and group risk that help you attract and keep great people.
Learn more
We live where our clients live — and invest where the world is going.
From Umhlanga and Umhlali, we manage wealth with the intimacy of a local practice and the reach of a global investment desk.
Live local, invest globally
Geographical and currency diversification wherever you are — access specialised global managers with one investment.
Disciplined & compliant
An Authorised Financial Services Provider with a clear, transparent investment process you can trust.
Integrated planning
Wealth, protection, estate and tax planning brought together in one coordinated, tax-efficient strategy.
The people who look after your wealth
Established in 2010 by the Robert family, TRG is a genuinely independent practice — free to choose the best of the market on your behalf. You deal directly with senior, qualified advisers and an award-winning investment team who know you by name, not by account number.
Meet the full team
Lance Robert
Danielle Robert-Hardman
Devin Shutte
