"I'm In My 40’s & 50’s"
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
Work Experience and Education
Prior to my time at McGregor Wealth Management I had an 11-year career as an Australian Army Officer and am still providing support to the Army Reserve.
I have completed a Bachelor of Arts (International Studies) from the University of the Sunshine Coast and a Master of Security and Strategy from the University of New South Wales.
Role – Describe what you do and why you are good at it.
My role as Practice Manager involves enabling and supporting the awesome team here at McGregor Wealth Management to achieve the highest quality of service and level of satisfaction to our clients. I am also very lucky to continue to directly support some of our clients as an Associate in achieving their financial goals.
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
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 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!!!
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 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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