Services

What we do

McGregor Wealth Management offers a range of personalised and tailored advice solutions:

We understand that all our clients are unique and we prepare a personal financial plan which is custom designed to:

Your own unique personal circumstances

Who and what’s important to you

Your own goals and objectives

You concerns, challenges and priorities right now.

For the majority of our clients we provide an ongoing advice service that includes regular review meetings, open communications and updates to your plans, strategies and investments as needed.

Why we do it

Quite simply: 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 (retirement /financial independence), and

looking after the people and things that are important to them

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

Why choose us

Experience – Our founder, Rob Mcgregor, has over 30 years’ experience in Financial Services & Financial Markets (his complete working life) and nearly the last 20 years of providing personalised financial advice

Expertise – Rob’s background in accounting and investment markets as well as his own business and entrepreneurial experience, along with 20 years of client advice give him a unique skillset of expertise, both from technical and practical experience (read Rob’s “story”)

Communicate in your language – We make the complex simple (not the other way around), using our expertise to provide all advice and communication in a plain language simplified framework

Smart Strategies not restricted by our ownership or institutional focus. We can advise on property, direct shares, managed funds, across a wide variety of asset classes and ownership structures including Self-Managed Superannuation