Meet Ben

About: Ben Allsopp

Work Experience and Education

I have spent the previous 11 years as an Australian Army Officer and recently transitioned to the Army Reserve and now work full time at McGregor Wealth Management.

I have completed a Bachelor of Arts (International Studies) from the University of the Sunshine Coast, a Master of Security and Strategy from the University of New South Wales and am currently studying a Graduate Diploma of Financial Planning from QUT.

 

Role – Describe what you do and why you are good at it.

My current role involves providing Client Support Services to assist the Associates and Advisors with everything they do to support our clients. I am also taking on projects to continue to improve the high standards of Financial Planning that McGregor Wealth Management provides to its clients.

 

Outside of work – what do you like to do?

Outside of work I like to exercise, walk my dog, rock climb, garden and spend time at the beach. I am also a volunteer at my local Surf Lifesaving Club.

 

What do you enjoy about being part of the McGregor Wealth team?

I enjoy the dynamic and interesting tasks that occur every day in meeting our client’s needs.

 

What is one thing about you that people would be surprised to know?

When I left High School I wanted to be a Chef and even commenced an apprenticeship.

 

What is your favourite book, movie and food?

Book: The Magician by Raymond E Feist
Movie: We Were Soldiers
Food: Chicken Parmi

What Clients Are Saying

Our financial goals are on track!

I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!

I give them my highest recommendation!!!

I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!

We unreservedly recommend Rob McGregor and his team.

Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.

We're extremely happy with our strategy and can see gains as expected

We always put the “investment strategy” off as we were busy trying to pay off our mortgage and believed no debt is the best debt. That quickly changed when were in a position to sell our small business and we needed smart advice. We went from have negligible savings to having our future secured within 6 months. Overall, we’re extremely happy with our strategy and can see gains as expected.

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