"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
I have worked at the Marcoola Surf Club for 4 years enjoying my time as a waitress and bartender whilst completing High School. I recently graduated high school and now plan to study at the University of the Sunshine Coast on a Bachelor of Business. I’m a passionate volunteer Lifesaver having completed my Bronze Medallion, First Aid certificate, and Probational trainers’ certificate to assist in educating new members in how to patrol the beach. I have been lucky enough to receive several awards for services to Lifesaving at Marcoola Surf Lifesaving Club.
Role
My role as the New Business Intern at McGregor Wealth Management involves assisting our Advisers with onboarding our new clients and making sure all the meetings are well prepared for and run smoothly to enable the best possible start for our clients to achieve their financial goals.
Outside of work – what do you like to do?
Outside of work I have a passion for Surf Lifesaving not only to spend my days at the beach, but I also love that I can give back to the community and help keep the beach safe. I have done nippers since I was 7 years old and have been committed to the club since then doing patrols and training regularly. Surfing and running are also hobbies of mine that I push myself to do as often as possible to stay fit and entertained in my spare time.
What do you enjoy about being part of the McGregor Wealth Management team?
Becoming a part of the McGregor Wealth Management team has been amazing. The work environment is encouraging and positive and the staff genuinely have colleagues and clients’ best interests at heart.
What is one thing about you that people would be surprised to know?
I am a national grand champ for level 2 cheerleading.
Name one person that you draw inspiration from and why?
One person that I have always been inspired by is my grandpa. He is without a doubt the most giving and generous person I have ever met. I can guarantee that he will always be there for me and is always willing to help me in any way he can. We have always been very close, and he has taught me so much growing up. He will forever be my best friend, and I aspire to be like him as I grow.
What is your favourite book, movie and food?
Book – Who Moved my Cheese
Movie – The Notebook
Food – Sushi
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.
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