"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: I have had various roles throughout my professional career in the financial and retail sector which I will use to benefit our clients.
Role: I am an Associate at McGregor Wealth Management, which consists of assisting the Financial Advisers to implement strategies for clients to achieve their financial goals and objectives. I also have the pleasure of being the primary contact for the clients I assist with.
Outside of work – what do you like to do? I enjoy spending time with my wife and daughter, traveling, staying fit, and playing and watching sport.
What is the one thing about you that people would be surprised to know? I play competitive inline hockey and volunteer to coach younger players before the adults play.
Name one person I draw inspiration from and why? My Dad. He passed away when I was 18, but he was always kind and tried to make everyone laugh.
What is your favourite book, movie and food?
Book: Cars and Trucks and Things That Go – it was my favourite book as a kid, and now I get to read it to my daughter before bed.
Movie: Pulp Fiction
Food: A perfectly cooked steak
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.
Thank you for your honesty and for giving me faith and trust in my happy financial future.
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
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