Celebrating A $70,000 Client Win

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…

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.

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