For Allan McGregor, financial advice is all about building connections and helping clients reach their goals. “I enjoy guiding clients on their journey and seeing the joy they feel when they achieve what they set out to do,” he says. “Building relationships along the way makes it even more meaningful. Whether it’s taking a dream holiday, buying a home, or stepping confidently into retirement, there’s nothing better than seeing our clients succeed.”
From chemical engineering to financial advice
Allan’s journey into financial advice was shaped by personal experience. “After being a client of a financial adviser for nearly 10 years and having a strong interest in financial management, transitioning into the profession felt like a natural step when I decided to change career paths”
The role of family in his career
When asked about the key influences in his career, Allan points to his family. “My family has always been the biggest influence on my professional journey, instilling in me the core values that shape my approach to work. Their support helps me relate to what our clients experience in their own lives and understand the importance of their goals and how to achieve the best outcomes for them.”
Did you know?
Allan also shared a couple of fun facts about himself. “Aside from the fact that I’m 50 (though everyone insists I don’t look a day over 49!), before making the jump to financial advice, I was a Chemical Engineer working with hazardous chemicals. Also, in a brush with fame, I once sat next to one of John Farnham’s backup singers on a flight!”
Life outside of work
Outside of work, Allan enjoys a well-balanced life. “I love watching sports, travelling, and spending time with my family—including our Golden Retriever. I’ve also researched my family history, which has been a fascinating and rewarding journey.”
With a strong focus on relationships and a deep passion for helping others, Allan brings dedication and expertise to every client interaction, ensuring they feel confident in their financial journey.