Wealth Advisory

Regal Africa Wealth Advisory

Investment and pension facilitation through professional money managers. We at the Regal Africa Group currently work with eight (8) licensed fund managers and investment banks and we facilitate the uptake of the investment options.

Wealth Coaching and Wealth Advisory

We offer bespoke one on one wealth advice to individuals and families to enable them to achieve their wealth vision

Wealth Management

We work with families to enable them to build and manage their wealth effectively and we ensure that they go through the creating wealth process in an effective manner. We assist our clients in wealth journey through wealth accumulation, wealth management and wealth transfer

Our Wealth Advisory
Process

Discover

We start by getting to know our clients, we are here to help you achieve your financial and investment goals.

step
01
step
02

Develop Plan

Once we understand your current financial picture and your financial goals, We are able to use this information to create a financial plan.

Implement the plan

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 that you stay on track in achieving the set financial goals.

step
03

Our Focus