About McGregor Wealth Management

McGregor Wealth Management offers personalised financial planning for six-figure earners who want to ensure they can continue (or exceed) their current lifestyle in retirement.

We have been helping clients on the Sunshine Coast and around Australia (plus a few overseas) since the year 2000.

Our “Why”

We have found that people live happier and more fulfilled lives with more confidence, security and peace of mind when they know they are:

  • taking care of all their financial “stuff”
  • organised and under control when it comes to money
  • affording the lifestyle they enjoy now
  • on track to building, maintaining and protecting the wealth they need to afford to live a satisfying and
    fulfilling life when work becomes optional (either through retirement or financial independence), and
  • looking after the people and things that are important to them

It gives us great satisfaction to helping our clients get to and maintain this position throughout their lives.

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!

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.

Proud Sponsors of A.I.R. Noosa Branch