"I'm In My 40’s & 50’s"
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
My team and I have been helping Australians create exciting, self-funded retirements for the past 20 years. I’d love to invite you to watch my online webinar presentation where:
Many people have similar unanswered questions that prevent them from having the best possible retirement…
And that’s what has led us to develop this Pathway To Wealth presentation where we will answer these questions and more.
Unlike other webinars that cover general information about planning for retirement, this event provides specific strategies and examples.
And I’ll explain a specific example of how one of our clients significantly boosted their retirement portfolio after working with us.
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!
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.
In addition to the McGregor Wealth Management investment strategy, Rob and his team have been there for us consistently to advise, not only on issues relating directly to our portfolio of investments, but also, the structure and setup of our SMSF, Estate Planning and more. We really do enjoy a “trusted relationship” with Rob and the team. Finding an advisor we could work with long term was one of our main objectives once we really got serious about our retirement planning and Rob and the team have well and truly delivered.
When we were told how much we’d need to save to retire comfortably, we thought it was a pie in the sky and not achievable. But thanks to the long-term strategy devised by Rob and his team, we were able to retire 2 years early with more money than expected, while dealing with unexpected sickness. Rob helped ensure we could focus on dealing with the issues that came up, while not having to worry about paperwork or money.
Rob McGregor is one of Australia’s leading financial planning practitioners and thinkers, and has been recognised with numerous awards including Sunshine Coast Business of the Year (twice), BRW Top 100 Firms, Adviser of the Year, and more.
He is the founder of McGregor Wealth Management as well as the founding partner of GPS Wealth, a national financial advisory group with over 150 financial advisors.
Despite founding a large group, Rob’s true passion is working personally with clients (some of whom he’s been advising continuously for over 18 years).
Outside work, Rob is a keen surfer, active lifesaver, currently patrol Captain, a Nipper Coach and Treasurer of his local Surf Club, having held positions of Club President (2 years) and President of the Nippers (6 years).
Join me as I explain my proven strategies
for helping you achieve an
“Awesome Independent Retirement”.