Coastal roots, global reach
From Umhlanga and Umhlali on the KZN North Coast, we manage wealth for individuals and companies who are astute about money and serious about the life they’ve built.
Where financial guidance is family guidance
The Robert Group was established in 2010 by the Robert family. Having built their experience at Liberty Life, our founders saw the need for a truly independent advisory firm — one free from the constraints of a single institution’s products.
That belief still guides us. A robust succession plan now carries the firm forward under a dynamic executive team — protecting the trust, independence and personal service that define TRG for generations to come.
Truly independent
Founded free of any single institution’s products — so we choose the best of the market on your behalf.
A family firm
Built by the Robert family in 2010; today you’re not an account number, you’re part of the family.
Local, with global reach
The intimacy of a North Coast practice with the reach of a global investment desk.
Invested in our community — and the next generation
We believe a thriving practice should help build a thriving country, and we’re committed to playing an active part in the economic and social upliftment of South Africa.
Through internship and training programmes with the Financial Services SETA, we give young graduates real industry experience — cultivating the next generation of financial professionals.
More than advisers — a community
From investment seminars to beach days, awards evenings and client get-togethers, we bring our clients and community together throughout the year.
The people behind your plan
Advisers, an award-winning investment desk and a client-service team who treat your goals as their own.
Lance Robert
Co-founder and MD — a financial adviser since 2001 who steers group and investment strategy from the board.
Devin Shutte
Leads our award-winning investment process and hosts the weekly TRG Money Minute.
Louise Rivera
Heads our operations division, keeping the practice running smoothly behind the scenes.
Claude Robert
A founding partner guiding families through planning, protection and legacy.
Jean Robert
Founding partner with an economics grounding and decades of advice experience.
Francois Robert
Founding partner focused on personal financial planning for North Coast families.
Russell Bishop
Advises clients on holistic plans across risk, retirement and estate, from our PE base.
Danielle Robert-Hardman
Second-generation adviser helping clients build and protect long-term wealth.
Dustin Brown
Brings an accounting lens to personalised, goal-based financial planning.
Kevin Essery
Chartered accountant leading our research into digital assets.
Connor Riley
Keeps the asset-management desk running smoothly day to day.
Clyde Ndlovu
Hunts for hidden gems across local and global markets; Master’s underway.
Anny Govender
Catherine Hannekom
Denise Nortje
Lee Anne Govender
Vino Kamlall
