Rob McGregor

Mcgregor Wealth Management

Silver
24 Yrs Experience
Noosaville, QLD 4566
Hi, my name is Rob McGregor. I love working with my clients and advice team on my mission to help people make smart decisions about money, build wealth, save tax and achieve their financial goals. It’s a sad fact that most people fall victim to what I call the Wealth Paradox. That is, nearly everybody says that financial success is important to them, and nearly everybody has some form of financial success as one of their top 3 goals (along with health and relationships), but the paradox is MOST people FAIL miserably when it comes to money. My mission is to help those people that truly want financial success to achieve it, and to help other advisers do the same for their clients. Unfortunately most of the advice industry is owned or controlled by the major banks and institutions, who have a vested interest in “selling” their own financial products, rather than providing advice, and these days the majority of advisers are trained by those same institutions.  I don’t care what anyone says – this has to have an impact on the “advice”. At the end of the day, I love giving advice to our clients and helping them navigate all the complexities of the modern financial world. I have had some clients for over 18 years now and the trusted relationship that develops is something I really value and take seriously.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Mcgregor Wealth Management

Suite 112, Noosaville Medical and Professional Centre, 90 Goodchap St
Noosaville, QLD 4566

Licensed by

Gps Wealth Ltd

AFSL 254544

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"We have been with Rob 10yrs. Could not have retired at 57 without this invaluable advise and guidance. Hope he has no plans for retiring soon! Highly recommend."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Tax Strategies

Qualifications & Training

Certificate in Financial Markets

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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