Free Seminar at Noosaville
…for self-funded retirees shows you how to…

Get better returns from your retirement portfolio


Would you like to know how to have more money AND peace of mind during retirement, without the hassles, headaches or silly risks?

This Seminar For Self-Funded Retirees Includes…

  • My very best strategies for creating an Awesome Independent Retirement
  • A REAL case study about one of our clients who now enjoys an extra $40k per year to spend
  • Actionable information (not just theories or formulas) backed by my 20+ years of retirement planning experience.

Time & Venue:

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Wednesday 4 March, 12pm
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Noosa Boardroom, Noosa Civic Commercial, 28 Eenie Creek Rd, Noosaville

Hi, I’m Rob McGregor.

I’ve been helping Noosa and Sunshine Coast Self-Funded Retirees plan exceptional retirements for the past 20 years. I’d love to invite you to my next special event where:

  • You’ll discover some of the biggest mistakes I see self-funded retirees make
  • I’ll share my best strategies for making more money from the assets you already have
  • I’ll explain an example of how one of my clients now makes an extra $40k per year
  • All at no cost to you. This means you have nothing to lose. I look forward to meeting you!

Are You Underwhelmed By Your Current Retirement Plan And Wonder…

  • What to do about record-low interest rates… and if there IS a way for you to make better returns from your portfolio
  • How and where to invest your precious retirement assets, for the
    best possible returns, in Australia’s current investment environment?
  • Which is better, income or growth?
  • If governments are going to keep changing the rules…
    and if those changes will impact you or not
  • How to make sure your spouse will be looked after if (when)
    something happens to you
  • How you get access to the latest strategies, rules and resources for
    planning an Awesome Independent Retirement (yes, that means
    Business Class flights!)

Many people have similar unanswered questions that prevent them from having the best possible retirement…

And that’s what has led us to develop this Awesome Independent Retirements event where we will answer these questions and more.

Seminar Details:

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Wednesday 4 March, 12pm
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Noosa Boardroom
Noosa Civic Commercial
28 Eenie Creek Rd, Noosaville
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Arrive at 11.45am for a 12.00pm start.
Lunchbreak from 1-1.15pm.
Session 2 from 1.15 – 2.00pm.

How This Event Is Different To Other Seminars

Unlike other seminars that cover general information about retirement planning, this event provides specific strategies and examples.

And you’ll get a deep walkthough of a case study about one of our clients who now enjoys an extra $40k per year to spend.

And we even open the floor for an Open Mic Q&A with our expert speaker.

During This Information-Rich Event You’ll Discover…

  • The 12 biggest blunders independent retirees make, that end up
    costing them thousands in lost returns
  • 7 insider secrets to building durable retirement investment portfolios
  • 8 big challenges for independent retirees in the next few years, and
    beyond (and 10 practical strategies to deal with them)
  • A detailed understanding of a REAL case study about one of our
    clients who now enjoys an extra $40k per year to spend
  • 13 strategies and opportunities to consider in 2020
  • A clear understanding of how I work with my clients, by leveraging my
    35 years in financial markets, and 20 years of advising our
    Independent Retiree Private Clients
  • A process for making smart decisions and avoiding costly mistakes

What Clients Are Saying

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!

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.

We really do enjoy a “trusted relationship” with Rob and the team.

In addition to the McGregor Wealth Management investment strategy, Rob and his team have been there for us consistently to advise, not only on issues relating directly to our portfolio of investments, but also, the structure and setup of our SMSF, Estate Planning and more. We really do enjoy a “trusted relationship” with Rob and the team. Finding an advisor we could work with long term was one of our main objectives once we really got serious about our retirement planning and Rob and the team have well and truly delivered.

The key ingredient for us in making it successful was to trust in Rob.

When we were told how much we’d need to save to retire comfortably, we thought it was a pie in the sky and not achievable. But thanks to the long-term strategy devised by Rob and his team, we were able to retire 2 years early with more money than expected, while dealing with unexpected sickness. Rob helped ensure we could focus on dealing with the issues that came up, while not having to worry about paperwork or money.

About Your Presenter – 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 founding partner 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, currently patrol Captain, a Nipper Coach and Treasurer of his local Surf Club, having held positions of Club President (2 years) and President of the Nippers (6 years).