Celebrating A $70,000 Client Win

Posted on 04 April, 2023

Recently, we saved a client $70,000 in capital gains tax (CGT). Here’s how we did it.

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Over the past 20 years, the team at McGregor Wealth Management has helped hundreds of hard-working business owners pay less tax, create an exciting financial plan, accelerate their wealth creation and build an Awesome Independent Retirement.

Unlike most financial advisors who focus on market-based investment strategies (often driven by alliances with big financial institutions), we 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 Meeting, 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.

To explore how we can help you understand your wealth potential, get in touch to arrange a Free Wealth Potential Strategy Meeting.