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Where It All Began

Light bulb laying on chalkboard with drawn thought bubble, symbolizing creative ideas.

The McTavish Club didn’t start in a boardroom, and it certainly wasn’t born from a government grant or a six-figure business coach.

It began on the back of a vineyard napkin, mid-way through a bold pinot and an even bolder rant about inflation. After years in finance watching decent people tune out the moment someone said "diversification," I figured the problem wasn’t attention span, it was delivery. So I asked myself: what if learning about money felt more like a chat at the pub than a lecture in Latin? No suits, no sales pitches, just sharp minds, good banter, and honest conversations about building wealth without the waffle. Not a firm. Not a course. A club. And that’s what we’ve built. A place for the financially curious, where jargon gets translated, myths get roasted, and the occasional whisky gets responsibly consumed. Whether you're here to learn, laugh, or lurk in the background until the market settles, welcome to the McTavish Club

Our Core Values​

At The McTavish Club, we uphold values that drive our mission and guide our interactions with members and the financial community.​

Integrity​

We believe in honesty, transparency, and doing what's right. Our commitment to integrity builds trust and fosters meaningful relationships with our members.

Humor

Financial education doesn't have to be serious. We embrace humor to make learning more enjoyable while still delivering essential insights in a relatable way.

Community

Our club is more than just a membership—it's a supportive community. We value collaboration, ensuring our members learn from one another and grow together.

Start Your Journey Today​

Join The McTavish Club to access witty insights and practical financial advice that will set you on the path to success.

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