Financial planning built around your life
Our independent advisers build a personalised plan around your needs and aspirations — so you can navigate your financial journey with confidence.
Our planning services
Risk planning
Safeguard your family against the unforeseen — death, disability or severe illness — so your financial stability is never in question.
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With protection in place, build a disciplined, goal-based strategy to grow your wealth over the long term.
Learn moreRetirement planning
Define the retirement you want, then follow a clear, actionable plan to get there with confidence.
Learn moreEstate planning
Ensure your legacy passes smoothly and tax-efficiently to the people who matter most.
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Trusted companions on your financial journey.
Our advisers — some with careers spanning up to 40 years — are more than experts. At TRG, clients become part of our extended family.
Advice with decades behind it
Six independent advisers — from our founding partners to the second generation. The full team is on our About page.
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.
A clear, four-step planning process
Understand
We listen first — your goals, your family, your obligations and what financial freedom means to you.
Plan
A personalised, independent plan across risk, investment, retirement and estate — in plain language.
Invest
We implement through our award-winning in-house asset-management desk and best-of-breed managers.
Review
As life and markets evolve, we adjust — keeping the plan aligned with your objectives, year after year.