People often have difficulty managing their own investment portfolio effectively. Due to the demands of changing market conditions, modern life and regulations, or a lack of certain experience in the markets, our experience indicates that many people simply cannot create the time to manage their financial affairs.

We offer strategic advice to ensure that you manage your financial situation to achieve financial security, achieve your goals and live the lifestyle you choose is best.

A lot of debate in strategic advice inevitably circles around product. At Regency Limited, our analytical advice IS the product.

We patiently work to understand both your financial objectives and your present circumstances, then work with you to create and manage a group of strategies designed to make these goals work in a reasonable time period.

We employ strategies in the following areas:

• » Securing and growing your accumulated wealth
• » Capital expenditure requirements and future cash flow
• » Appropriately managing your tax position
• » Effective use of investment structures
• » Asset protection and risk management
• » Asset protection and estate planning