Andrew Clucas

Andrew provided a clear report and proposal for my financial retirement plan and advice once I had retired. He and his team responded promptly with answers to questions and the help I needed.

Andrew is incredibly approachable and affable without losing any of his professionalism. He makes us feel comfortable enough to ask any question at any time and answers everything with clarity, thoroughness and with no condescension at all. He consistently treats us with intelligence and understanding. His calm and steadfast demeanour and his practical, well-reasoned and strategic approach to every part of our financial needs are integral to our relationship. He is intelligent and highly knowledgeable. We are very happy we are working with Andrew: happy and grateful!

Andrew was extremely helpful in setting up a share portfolio and restructuring our mortgage to take advantage of tax savings.

Andrew was very approachable throughout the process and made himself available for any questions or concerns as they came up.

Andrew is friendly, knowledgeable and easy to talk to. Highly recommend

James and Katie

Andrew takes the time to prepare before meetings, ensure he is up to date with all the relevant information, and familiarise himself with my circumstances and financial position. He takes an interest in my affairs without prying or spending too much time on non-essentials. I've found him to be a thoughtful, clear, and respectful communicator. Consequently, for the first time, I find I can relax and not concern myself about markets and the ebb and flow of my finances, knowing that Andrew and the Mcgregor team are on the ball.