More than financial advice. Clarity, confidence and a plan for what comes next.
Since 2001, I’ve helped individuals and families make better financial decisions and turn their financial position into a plan for the life they want to live.
I’m a Financial Adviser at Abacus Wealth Solutions, but I see my role as being much broader than the title suggests.
- I’m an adviser when technical expertise is needed.
- I’m a coach when someone needs direction.
- I’m a sounding board when there’s an important decision to make.
- And I’m a long-term partner when life inevitably changes and the financial plan needs to change with it.
My philosophy is simple:
Before we talk about money, we talk about you.
1. What do you want retirement to look like?
2. What would financial freedom mean to your family?
3. What are you working towards?
4. What keeps you awake at night?
5. And what would you do differently if you had greater confidence about your financial future?
Once we understand those things, we can start putting the right strategies in place.
That may involve retirement planning, superannuation, an SMSF, investments, wealth protection, aged care, tax-effective strategies or helping simplify a financial position that has become unnecessarily complicated.
But the strategy is only the means to an end.
The real objective is helping people use their money to create greater choice, security and confidence in their lives.
After more than two decades in financial advice, that's still the part of the job I enjoy most.
If that approach resonates with you, connect with me here on Adviser Ratings or get in touch.
📧 john.gregoire@abacusws.com.au
📞 02 9734 6111
Abacus Wealth Solutions Pty Ltd is a Corporate Authorised Representative of RI Advice Group AFSL 238429.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 6
- First year providing advice 2001
- Years of experience 25
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Abacus Wealth Solutions
Suite 1, 43-45 Memorial AvenueLiverpool, NSW 2170 6A Wetherill St
Leichhardt, NSW 2040
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RI Advice Group
AFSL 238429