Meet Andrew

About: Andrew Clucas

Work Experience and Education

Andrew studied Economics at the University of Sydney. He has a diverse range of experience in education and leadership, international development and finance. Andrew completed a Graduate Diploma of Financial Planning through Deakin University. He was invited to be a member of the Golden Key International Honour Society for achieving outstanding results.

Role – Describe what you do and why you are good at it

Andrew is a Financial Adviser, supporting our clients to make sure that they receive industry leading advice that is in their best interests and allows them to achieve their financial goals.

Outside of work – what do you like to do?

Andrew enjoys spending time with his family and friends. He is an active member of the local community. Andrew is a keen surfer and enjoys walks along the beach with his wife Julie and their golden retriever.

What do you enjoy about being part of the McGregor Wealth Management team?

Andrew enjoys being part of the busy and vibrant team at McGregor Wealth Management. A high-performing team will always achieve better results than any individual.

What is one thing about you that people would be surprised to know?

Andrew has worked extensively in developing countries in particularly in Asia and Africa.

Name one person that you draw inspiration from and why?

Andrew draws great inspiration from his family.

What is your favourite book, movie and food?

One of my favourite books is “What’s So Amazing About Grace” by Philip Yancey. Favourite movie – Big Wednesday. Favourite food – Italian.

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.

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