We are financial services professionals who’s focussed, personal, high quality and comprehensive services enable people to accumulate the wealth they need to confidently live the life they want. We value positive, pro-active relationships, open communication, honesty and ethical behaviour – from our clients, our suppliers and in the working relationships within our office.

Using our expertise, we are able to combine strategies for home loans, investments, insurance and general financial services into a single solution suited to you. Our passion, resources, expertise and education are focussed on assisting you to meet your objectives.

Our first interest is for the financial well-being of our clients. Our internal compliance processes and work practices are weighted towards the demonstration of this basic principle at all times.

Services that we provide include:

  • Personal Insurances
  • Estate Planning
  • Investment Advice
  • Direct Equity Advice
  • Property Syndication
Regency Partners is a fully integrated chartered accounting, corporate and business advisory practice. In the Financial Services Group we provide the following services:

Financial Planning
We have partnered with financial planners. They are part of our team and can assist you with all financial planning requirements, including:
  • Financial planning
  • Wealth protection
  • Wealth accumulation
  • Insurance
  • Securities
  • Investment Advice
  • Access to investments