Meet Jodie

About: Jodie Maguire

Work Experience and Education

I have been working in Financial Planning since 2012 after an initial career in accounting.

Prior to joining McGregor Wealth Management, I have had extensive experience in the banking industry at the head offices of ANZ and National Australia Banks in Melbourne.

I decided to move to the Sunshine Coast from Melbourne in 2013 to enjoy the amazing lifestyle and beautiful environment.

I have a Bachelor of Business in Accounting and have also completed the CPA programme.

Recently, I have attained my Financial Planning Diploma and have met the FASEA requirements for certification including passing the Financial Adviser Exam.

I am a Sub-Authorised Representative (No.1249049) of GPS Wealth.

 

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

I am the Practice Manager as well as a personal planner. My role is to make sure the practice runs smoothly and efficiently as well as providing superior service to our clients.

 

Outside of work – what do you like to do?

I love exercising, going to the beach, catching up with friends and watching my daughter compete in swimming.

 

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

I enjoy providing holistic advice to our clients and seeing them achieve their goals.

 

I also enjoy being able to develop a personal relationship with our clients and providing support through both good and bad times.

 

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

I love a good competition and can be very competitive! (especially at tennis).

 

Name one person that you draw inspiration from and why?

Rosie Batty – she endured the worst type of sadness a mother could face and was able to push through and become a strong advocate in the campaign against domestic violence. Her strength and endurance is an inspiration.

 

What is your favourite book, movie and food?

Book – I love reading, particularly biographies, I enjoyed Jelena Dokic’s book Unbreakable, another inspirational woman who has pushed through adversity.

Movie – Can’t go past The Colour Purple.

Food – A well made Risotto.

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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