Welcome to TRG Private Wealth, where financial guidance is family guidance.

Established in 2010 by a visionary group of family members - Claude Robert, Jean Robert, François Robert, and Lance Robert - our firm has grown from its roots at Liberty Life into a cornerstone of our community, dedicated to the financial well-being of our clients.

OUR
ROOTS

The journey of TRG Private Wealth began when our founders, having amassed a wealth of experience at Liberty Life, recognised the need for a truly independent advisory firm - one that could operate free from the constraints of a single institution's products. This insight was grounded in a simple, yet profound belief: truly representing clients' interests means embracing independence. This philosophy not only guides us but is embedded in our daily operations.

OUR APPROACH

At TRG, we cultivate a family environment where clients become part of our extended family. Our advisors, some with careers spanning up to 40 years, are not just experts in financial planning but are trusted companions on our clients’ financial journeys. With deep roots in community values and a commitment to integrity, we ensure that each client's financial plan is handled with the utmost discretion and care.

INNOVATION AT THE CORE

Innovation is a cornerstone of our practice. With a dedicated in-house asset management team that focuses exclusively on managing investments, we offer a range of innovative financial solutions, including our award-winning multi-manager fund range. This commitment to innovation extends to adopting cutting-edge technologies that enhance our service delivery, ensuring we always offer our clients the best.

LEGACY AND LEADERSHIP

Under the guidance of our founders, TRG Private Wealth has established a robust succession plan, ensuring the continuity and stability of our firm. The founders have appointed a dynamic executive team led by Managing Director Lance Robert, Head of Investments Devin Shutte, and Head of Finance and Operations Louise Rivera. This team is poised to continue the legacy of trust, innovation, and personalised service that defines TRG.

ACTIVE UPLIFTMENT

TRG Private Wealth is committed to being an active participant in the economic and social upliftment of South Africa. Through initiatives like our internship and training programs with the Financial Services SETA, we provide young graduates the opportunity to gain invaluable industry experience, helping to cultivate the next generation of financial professionals and contribute to the nation’s prosperity.

  • Francois and Claude Robert

    Brothers

  • Jean Robert and Danielle Robert-Hardman

    Father and Daughter

  • Founders and Executives

    TRG

  • Founders of Spry Financial Planning Travis Hawkins and Grant Slevin

    TRG Alumni

  • Team Building

    TRG Family

  • Team work makes the dream work

    TRG Family

  • Attending “The Leadership Summit”

    TRG Family

  • The Warrior Race

    TRG Family

  • Summerhill House Golf Day

    TRG Family

  • Mandela Day 2023

    TRG Family

  • Team Building - Ziplining at Adventure Valley

    TRG Family

Join the family

At TRG Private Wealth, you’re more than a client—you’re part of the family. Let us help you secure your family’s future with the same care and dedication that has guided ours for over a decade.

Experience the TRG difference: where your financial goals are met with genuine care, deep expertise, and a forward-thinking approach