Awards and recognition include:

Which of These Questions Plays On Your Mind As You Strive To Prepare For Retirement?

Like many Australians who are working hard and making good progress, do you sometimes wonder what to do next to maximise your investments so you can maintain (and improve) your income and lifestyle in retirement?

While happy to pay your fair share of tax, do you want to make sure you’re not needlessly overpaying, and that you’re using every legitimate strategy to save tax and boost your super?

Do you sometimes wonder how to balance giving your family a good lifestyle now (with the right education, activities, and holidays), while preparing for your future?

Do you feel too busy to keep up with the latest financial strategies, rules and resources, and wish there was someone experienced you could trust for straight answers?

If there were legitimate ways to save tax and maximise your investments (without spoiling your current lifestyle) so you can accelerate your wealth and retire sooner and richer, wouldn’t you want to know about them?

Free Strategy Session

How We Help You Maximise Your Investments And Accelerate Your Wealth

Over the past 20 years, the team at McGregor Wealth Management has helped hundreds of hard-working families save tax and maximise their investment so they can accelerate their wealth.

Unlike most financial advisors who focus on market-based investment strategies (often driven by alliances with big financial institutions), the team at McGregor take a more holistic and client focused approach to help you accelerate your wealth, so you can maintain (and ideally improve) your income and lifestyle in retirement.

Our process is simple and begins with a Free Wealth Potential Strategy Session with our Principal, Rob McGregor, during which…

  • You’ll get a clearer picture of where you are right now in your financial journey, and what you can do in the next few years to save tax and maximise your returns (Note: Many people are shocked to discover how much positive difference our strategies can make to your wealth position in retirement)
  • You’ll gain clarity over what you want your retirement to look like, and a realistic plan to get there without spoiling your current lifestyle
  • You’ll learn about legitimate ways to redirect tax dollars, so you not only keep more of what you earn, you leverage it into passive income for retirement
  • And you’ll explore strategies to quickly boost your super and savings, so you can maximise your investments, accelerate your wealth, and retire sooner and richer

Although many participants realise there is a ‘gap’ between where they are currently, and where they’d like to be, they are relieved to discover there is a realistic way to close the ‘gap’ and achieve a more exciting ‘wealth potential’.

By simply going through this exercise, many people feel more in control of, and optimistic about, their financial future.

Reserve Your Free Strategy Session

How Well Do These Strategies Work?

Here is a small sample of what investors say about how McGregor Wealth has helped them save tax, maximise their investments, and accelerate their wealth for a more exciting retirement…

Our financial goals are on track!

I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!

I give them my highest recommendation!!!

I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!

We unreservedly recommend Rob McGregor and his team.

Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.

We're extremely happy with our strategy and can see gains as expected

We always put the “investment strategy” off as we were busy trying to pay off our mortgage and believed no debt is the best debt. That quickly changed when were in a position to sell our small business and we needed smart advice. We went from have negligible savings to having our future secured within 6 months. Overall, we’re extremely happy with our strategy and can see gains as expected.

About Your Financial Advisor – Rob McGregor

Rob McGregor is one of Australia’s leading financial planning practitioners and thinkers, and has been recognised with numerous awards including Sunshine Coast Business of the Year (twice), BRW Top 100 Firms, Adviser of the Year, and more.

He is the founder of McGregor Wealth Management as well as the co-founder of GPS Wealth, a national financial advisory group with over 150 financial advisors.

Despite founding a large group, Rob’s true passion is working personally with clients (some of whom he’s been advising continuously for over 18 years).

Outside work, Rob is a keen surfer, active lifesaver, Treasurer of his local Surf Club, Coach of the Nippers and Patrol Captain.

About Your Free Wealth Potential Strategy Session

Please be assured that this Session will not be a thinly-disguised sales presentation. It will consist of the best intelligence Rob can supply within the time available. There will be NO specific financial products or investments on offer during this session.

There is no charge for this session, but please be advised that the session must be limited to 60 minutes. This is usually enough time to understand your situation and give you numerous tax-saving, retirement-boosting ideas.

Your Session will usually take place within 1 week of your enquiry and is usually held over the phone. After this initial phone discussion, you may wish to explore things further with additional phone or in-person meetings.

To secure a time for your Wealth Potential Strategy Session, please click here or call our office on (07) 5449 7200. If you’ve read this far, then please don’t delay. Although the strategies shared during this session can help you preserve (and grow) your wealth, boost your income, and enjoy a richer lifestyle, some investors leave too little time to maximise their financial outcomes because they ‘sit on the fence’ too long.

Reserve Your Free Strategy Session