Live locally. Invest globally
INVESTMENTS
At TRG, we understand that every investor's journey is unique. That's why we take the time to understand your financial goals, risk tolerance, and legacy objectives to create a tailored investment solution that aligns with your specific needs. Our award-winning in-house Asset Management team is locally based and works closely with our financial advisors to construct portfolios using our Global Wealth Builder Range of funds. These portfolios provide diversified exposure to a range of asset classes while staying true to your investment objectives.
Our Investment Solutions
Cash
We offer cash solutions tailored to your needs, ensuring your money continuously works hard for you while providing access, flexibility, and highly competitive interest rates.
Funds
The TRG funds are designed to help our clients achieve their investment goals. Our best-of-breed approach allows us to blend the best fund managers available into a single investment. Our fund range offers conservative to aggressive options, as well as offshore investments.
Shares
Our share portfolios allow you to own shares in some of the most exciting companies on the planet. With our sophisticated software, we provide deep insights into the shares you own. We take the hassle out of running a share portfolio by managing it for you.
Crypto
We offer a range of innovative and secure solutions to invest in digital assets. As an emerging asset class, we provide investors with carefully researched options and risk profiles, allowing you to participate in the growing world of cryptocurrencies.
Why Choose TRG For Your Investments
Personalized Approach
We work closely with you to understand your unique investment objectives and create a tailored investment solution that aligns with your goals.
Award-Winning In-House Asset Management
Our locally based team has been recognized for its performance and innovation, offering you access to top-tier investment options managed by experts.
Strategic Asset Allocation
Our approach ensures that we invest in a balanced mix of growth and defensive assets based on your unique risk profile, optimizing your portfolio for long-term success.
Ongoing Support
As your financial goals and market conditions evolve, we'll help you make necessary adjustments to your investment strategy, ensuring it remains aligned with your objectives.
With TRG, you're not just investing; you're embarking on a comprehensive financial journey, backed by a team of professionals dedicated to your financial success. We're here to guide you every step of the way, from initial planning to strategic investment and beyond."
Fund Fact Sheets
Get the latest performance reports from our wealth builder range of funds and learn more about our portfolios.
Start Your Investment Journey With TRG
Trust TRG to help you achieve financial freedom through our evidence-based investment strategies and personalized investment planning. Begin your investment journey by scheduling a free, no-obligation consultation with one of our experienced advisors today.
Meet Our In-House Asset Management Team
Learn more about our award-winning Asset Management team and their approach to managing the Global Wealth Builder Range of funds.
