We Can Help

Do You Need An Adviser?

You’ve taken the time to learn, plan, and take action toward your retirement. Whether you’ve explored our free content, attended a workshop, or are waiting for the full course, you now have a clearer understanding of what’s involved in creating a great retirement.

But perhaps you’ve realised…

• It’s more complex than you expected to do it yourself.
• You understand the process but aren’t confident about maximizing your results.
• You’re short on time and would rather have an expert guide you.

At this stage, you might be thinking:

🔹 “I enjoy learning about retirement planning, but I don’t have time to manage it myself.”
🔹 “I’d rather have an experienced adviser handle this for me.”

If this sounds like you, it may be time to speak with a trusted adviser who can take the guesswork out of retirement planning and help you put the right strategies in place

What to Expect in Your Adviser Consultation

In this private session, a senior adviser will help you:

✅ Gain clarity on what financial success looks like for you.
✅ Take stock of your current financial position.
✅ Discover your "Wealth Potential" – what’s possible with the right strategies.
✅ Identify key gaps between where you are now and where you want to be.

Many people leave this session feeling more in control and confident about their financial future. If there’s a gap between your current path and your ideal retirement, your adviser will outline actionable strategies to help you close it.

Why Work With Our Advisers?

We’ll connect you with an adviser who has been personally trained by Rob McGregor and follows the same proven systems and principles we teach in our content and courses. This ensures:

✅ Seamless integration with what you’ve already learned.
✅ Practical, real financial planning—not just product recommendations.
✅ A clear strategy designed around your lifestyle and goals.

If you’re ready to take the next step, they can also discuss tailored solutions to help you move forward with confidence.