Meet Kimberly

About: Kimberly Dempsey

Work Experience and Education

Originally from Calgary in Canada, I moved to Australia in the year 2000 and during this time I have had extensive experience in the service and taxation industries.

I joined McGregor Wealth Management in January 2020 as Office Administrator after taking time off from work to raise my children.

 

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

My role is to provide administrative support to the advisers and associates. I am good at my role as I have great time management, organisation, customer focus, and interpersonal skills.

 

Outside of work – what do you like to do?

I like to spend time with my family. The mother of two beautiful children, life Is often very busy, but incredibly rewarding.

 

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

I enjoy the challenge of helping to plan and implement detailed client strategies.

Every client is different which makes the job interesting.

I also enjoying greeting and getting to know all our wonderful clients.

 

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

I am very musical and enjoy playing the saxophone and piano.

 

Name one person that you draw inspiration from and why?

I draw inspiration from my mother, a wise person who is constantly pushing me to be my best self.

 

What is your favourite book, movie and food?

Favourite movie is Meet me in St Louis.

Favourite food is Poutine.

Favourite book is A Farewell to Arms.

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.

We're extremely happy with our strategy and can see gains as expected

We always put the “investment strategy” off as we were busy trying to pay off our mortgage and believed no debt is the best debt. That quickly changed when were in a position to sell our small business and we needed smart advice. We went from have negligible savings to having our future secured within 6 months. Overall, we’re extremely happy with our strategy and can see gains as expected.

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