Meet Chris

About: Chris Graham

Work Experience and Education

I graduated from the University of the Sunshine Coast in mid-2016 with a Bachelor of Business & Commerce (Majors in Accounting & Financial Planning). From there I worked as a Client Services Officer at a small financial planning firm for 18 months, before moving to McGregor Wealth Management as an Associate Adviser at the start of 2018.

I am currently undertaking the professional year to achieve my financial adviser qualifications and recently passed the financial adviser exam.

 

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

My role involves working closely with the advisers and helping to prepare strategies for new clients, then guiding them through the implementation process. I also prepare for and attends reviews for existing clients to ensure they remain on track to reach their desired goals. In between meetings, I am always available to discuss changes in circumstances or to answer any queries a client may have.

 

Outside of work – what do you like to do?

When I’m not at work, I enjoy making the most of what the coast has to offer. You will find me down along the Noosa River on the weekend enjoying a coffee with my exquisite better half and dog, or sitting on a beach somewhere enjoying the sun. I also enjoy playing and watching football, hanging out with mates and enjoying a beer or 2.

 

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

I enjoy the friendly vibe within the office and I love the day to day challenges that help build my skills and knowledge-base.

 

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

I originally wanted to be a Paramedic or a Physio.

 

What is your favourite book, movie and food?

Book: The 7 Habits of Highly Effective People

Movie: Bad Boys 2

Food: Chocolate

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.

I would highly recommend the McGregor Wealth Management team to any prospective investor.

After many years of procrastination and numerous proposals from financial advisors, I decided that the best plan forward to retirement came from Danielle at McGregor Wealth Management. What they delivered in taking over the investment of my SMSF far exceeded my expectations and I now feel comfortable that my future in retirement is on track.

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