Gregg McGeoch

Gregg has over 10 years of Estate Planning experience in the private client sector.  He has gained a wealth of experience in advising clients in estate planning and protecting clients’ assets.  He joined the firm as a Senior Estate Planning Consultant. Gregg provides an excellent client experience and has a high level of customer satisfaction.

Gregg believes that all of his client’s circumstances should be handled in a timeously and sensitive manner and is a strong advocate that clients are given the time to consider their options.  He is aware of the client’s needs and prioritises accordingly and is conscious of the emotional aspect involved in Estate Planning.

Gregg regularly advises high-net-worth clients and works alongside a number of Independent Financial Advisers.