Meet Charlie

About: Charlie Squire

Work Experience and Education

I recently completed High School and whilst there was able to also complete a Diploma of Business through CQUniversity. I am currently studying at University, where I am completing a Bachelor of Business with a Major in Economics.

Role

Administration Assistant

Outside of work – what do you like to do?

I enjoy long distance running, swimming, going to the beach and skateboarding with friends.

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

I really enjoy working with real people and gaining practical experience in the Finance Industry. This has been able to help me make the transition from university theory to practical experience in helping our clients.

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

I tend to be shy in social situations that I am unfamiliar with and also find myself checking my work three times over for any spelling errors – even if I hadn’t made any.

Name one person that you draw inspiration from and why?

My mother is the most inspirational person I know. I draw inspiration from her because she has always encouraged my passions and hobbies, providing support through everything.

What is your favourite book, movie, and food?

My favourite book has to be Mort by Terry Pratchett, a fantastical book about death and life and love. My favourite movie is V for Vendetta, my favourite food is sushi – smoked salmon specifically.

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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