John Gregoire

Abacus Wealth Solutions

Gold
21 Yrs Experience
Liverpool, NSW 2170
More than a financial adviser – also a financial coach and mentor I’m a well-respected financial adviser with strong ties to my local community in Sydney’s southwestern suburbs. Since 2001 I’ve been committed to protecting, managing and growing my clients’ wealth. My aim is to provide ethical and personalised advice to my clients, their family and their friends that exceeds expectations. Together with my enthusiastic and driven team, we have the experience, skills and desire to work with and support you towards achieving your goals. I work collaboratively with clients to understand what they want to achieve within a specified timeframe. This allows me and my team to provide the right service at the highest professional level, with all the compassion of a small business. The best we know you, the better the service we can provide. So as the first step, we’ll talk about what’s important to you and what you want to achieve – whether you want to retire early, spend more time with the family, pay off your mortgage faster, travel overseas, set up your kid’s education, reduce tax, do some home renovations or simply consolidate your super. As your financial coach, I’ll equip you with the skills and knowledge you need each step of the journey to make better financial decisions. I can help you with all aspects of your finances, including: ¦ Self-managed superannuation fund advice ¦ Insurance ¦ Retirement planning ¦ Insurance ¦ Aged care ¦ Gearing and margin lending Your first meeting is at no cost and is obligation free. So no matter what your goals are, now is the time to get started on the path to where you want to be. To get in touch today: ¦ Email me at john.gregoire@abacusws.com.au ¦ Call me on 02 9734 6111 ¦ Follow me at www.abacuswealthsolutions.com.au Abacus Wealth Solutions Pty Ltd is a Corporate Authorised Representative of RI Advice Group AFSL: 238429

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Abacus Wealth Solutions

Suite 1, 43-45 Memorial Avenue
Liverpool, NSW 2170

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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4.75

"I have known John for many years and trust him immensely. I would highly recommend him for anyone who may need financial advice."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Have known John for many years, he gives all clients, a clear & definite view of what to look for, know about, the clear picture, when your investing & retiring, of what outcomes he & you should expect as you go along. He also plans when you should be doing certain processes & helps you with their execution."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John acts as insurance adviser to my wife and I in regards to our various insurances (life, TPD, income protection etc). First up, John is very easy to talk to. Importantly, he definitely knows his craft. He is always available to answer queries and / or to make changes to our policies (which arises from time to time). We have full confidence that John has our best interests in mind and I highly recommend him without hesitation."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have had consistent advice from John over a variety of different issues. John has always been most attentive and thorough with immediate advice."

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It’s always a pleasure doing business with John and his team.I have always found John to be highly professional and reliable providing appropriate and ethical advice to meet our retirement needs.John is always available to answer any questions I may have either relating to my individual portfolio or of a general nature.John is supported by a magnificent team who also display the highest level of professionalism and integrity. I have absolutely no hesitation at all in recommending John to any prospective clients who are looking for a highly knowledgeable, professional and ethical Financial Adviser who is passionate about assisting clients meet the planning of there current and future financial assets and individual needs."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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