"I'm In My 40’s & 50’s"
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Work Experience and Education
I started my studies at the Sunshine Coast University and am now in my second year studying a bachelor of applied financial advice at Griffith University. I have worked at McGregor Wealth Management for almost 2 years now initially in administration now progressing to being an associate. I’m also a 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
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?
Outside of work I do Surf Lifesaving not only to spend my days at the beach, but I also love that I can give back to the community. I go to the gym as often as possible to stay fit and entertained in my spare time. I also love to travel with my friends and go on adventures.
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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