WHO WE ARE
Regal Africa is a leading financial advisory firm, with significant expertise in financial planning, wealth management, financial wellness, corporate finance and transaction advisory. Our clients trust us to provide the best financial solutions to help drive their strategic and financial goals. Our team brings together great experience in the financial service industry, advanced education to acquire expertise and knowledge in the finance field and global exposure to understand the trends and best practices when ofiering financial advisory services to our clients. These qualities ensure that Regal Africa puts our clients first and ensure that we create value in all our engagements with clients. We are an independent financial advisory firm, which means that our recommendations are based on the client's best interest as we strive to serve you and to provide world class service. We strive to be innovative, client centric and we strive for excellence in all our interactions with our clients. We also work with great partners and networks, to ensure that the financial advise we all recommend is exceptional.- Vision: To be the preferred financial advisory firm in East Africa.
- Mission: To help our clients plan, grow and manage their wealth and attain their financial goals.
- Core Values: Integrity, Knowledge, Client Centric, Teamwork and Excellence.
Financial Wellness Program
We offer financial wellness programs to corporates as part of their employees benefits program (Regal benefits™). This group presentation ensures that all your employees have the basic financial knowledge to make the best financial decisions and have a positive effect on the company and its bottom line.
Group Events
We offer group events i.e. workshops and seminars to individuals, entrepreneurs and professionals. Contact us for more information.
PesaPlan™
We share financial content on our blog. We believe that financial knowledge is beneficial to you and it will guide you on your journey to financial freedom "Click Here for our BLOG" (Topics include: Investing, financial planning, retirement planning, insurance, banking and real estate)
Group Events
We offer group events i.e. workshops and seminars to individuals, entrepreneurs and professionals. Contact us for more information.
OUR FINANCIAL PLANNING PROCESS
We start by getting to know our clients, we are here to help you achieve your financial and investment goals. We will be able to give you the right recommendations by asking the right questions and listening and understanding what is important to you. This discovery phase helps us to construct a bespoke solution design just for you as we work together to help you achieve your goals now and in the future.
Once we understand your current financial picture and your financial goals, We are able to use this information to create a financial plan. We will come up with a report that will show if you are on track to achieve your financial goals or if you will need to make some changes in order to achieve your goals. Once we develop your customized lifetime financial plan, we will work with you and other professional advisors to ensure that your financial and investment goals are achieved.
This is the most crucial part of the financial planning process, as it is the time where you are able to work on the plan and ensure thatyou stay on track in achieving the set financial goals. As long as you are our client, will walk with you to ensure that we are able to help you achieve the set financial goals.
We believe that finding the right wealth adviser is critical to attaining your lifetime financial plan. Our aim is to help our clients to make the right financial decisions to attain their financial and investment goals as we assist them to plan, grow and manage their wealth.
We work with individuals, families and family offices to ensure that they have an effective financial plan to meet their financial goals. We then take our unique 4 step approach to ensure that our clients achieve their financial and investment goals. This is done using the initial discovery phase, developing a plan, implementing a plan and then we review the plan to ensure it is effective. We work to provide strategic financial advise to senior executives, professionals and entrepreneurs who usually have complex financial matters. We take the time to listen and to have a complete view of your life and your future financial & lifestyle goals
We work with business owners, corporates and institutions to ensure that they have an effective financial plan to meet their financial goals. we then take our unique 4 step approach to ensure that our clients achieve their financial and investment goals. This is done using the initial discovery phase, developing a plan, implementing a plan and then we review the plan to ensure it is effective.
We believe that business owners and professional partners should be able to spend time in their business doing what they do best and not worrying about financial planning issues. We are able to use our expertise to assist you to grow and develop your business. Owner managers and directors face very specific issues. No matter what stage the business is in i.e. Just starting out, well established, or looking to sell and move on, we can help. Our ultimate aim is to do all we can to help make you, your family and your business wealthier and more financially secure. Every client has different circumstances and priorities. Some clients come to us for advise for a specific circumstance; others are looking for an ongoing service. whichever plan you need we will be glad to be on that journey with you. The overall objective of our corporate financial planning service is to assist you in turning your aspirations into reality. The first stage of the journey is to talk to us and we will work with you in achieving your financial goals.
We work with individuals, business owners, investment groups, finance managers & directors to identify their investment needs and we propose short term investment solutions that ensure that cash flow is managed efficiently and you are able to earn income on excess cash, while still maintaining liquidity as you manage your cash flow. We are able to work with our networks to owner cash management services to clients with KES 1,000,000 or more to invest. We then owner bespoke solutions taking into consideration your risk tolerance, timeline, financial goals and legacy requirements by offering portfolio management service to clients with KES 10,000,000 or more to invest.
OUR FOCUS
ADVISORY SERVICES
CORPORATE FINANCE
- Mergers & Acquisitions
- Business Valuations
- Corporate Restructuring
PROJECT FINANCE
- Capital Raising
- Feasibility studies
STRATEGIC ADVISORY
- Introduction & strategy advice
- East Africa market & industry analysis research
- Strategy & business planning
- Contract negotiations
ANNE WAMBUI GAITHA
Founder & CEO
Wambui has over 14 years cumulative experience in the financial service industry. Wambui worked for Amana Capital a licensed fund manager in Kenya, Amana Advisory a transaction advisory firm in Nairobi, Kenya, Bank of America in California, USA and has financial planning experience having established her own financial consulting firm Gaitha Financial Services (GFS) in Nairobi, Kenya. Wambui holds a Bachelor of Science degree in Finance,Real Estate and Law and also a minor in international business from California StateUniversity, Long Beach and a MBA in Finance from Hult International Business School.Don't hesitate to ask
Things may seem complicated but we are here to help ...Contact Us:
Info@regalafrica.co.ke
+254 0714009065
