Lance Robert Cfp® Email & Phone Number

"Welcome! I'm Lance, the Managing Director at TRG, an independent financial services firm located on the North Coast of KZN, South Africa. My role, as a Certified Financial Planner and leader, is all about building a team of professionals that consistently provide exceptional service and expert financial guidance to every client we serve.At TRG, we've developed a unique approach to financial planning and asset management. Our independence from financial service providers and our in-house team of asset management professionals enable us to offer personalized, active portfolio management that stands out in the industry.In 2022, our commitment to excellence was recognized with 3-year performance awards in the Balanced fund and Flexible fund categories at the CityWire DFM awards. These accolades reflect our dedication to delivering strategic, value-driven financial advice and services.If you're an independent financial advisor keen to join our growing team, or if you're curious about our Discretionary Fund Management (DFM) service, I'd love to hear from you. Let's connect here on LinkedIn or through any other method that suits you. Together, we can continue to shape the future of financial services."

Listed skills include Retirement Planning, Investments, Strategic Financial Planning, Estate Planning, and 34 others.