"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
Kylie has been in the Financial Services industry since 2007 and completed a Diploma of Financial Planning and SMSF Accreditation in 2009/2010. She worked with Rob McGregor for 6 years and left in 2013 to go on maternity leave and returned in 2023. Prior to my financial planning employment, she worked as a paralegal for 15 years in Australia and the UK in all areas of law. She is also a Justice of the Peace (Qualified) since 2002.
Role – Describe what you do
My role as an Associate at McGregor Wealth Management consists of assisting our Advisers implement and manage our clients to meet their financial goals and desired lifestyle.
Outside of work – what do you like to do?
I love the outdoors and animals. Many weekends are taken up showing my miniature horses doing performance classes at shows. I have recently started dog agility with my border collie. I also volunteer as a Cub Scout leader for the local Scout group.
What is one thing about you that people would be surprised to know?
I’m currently studying the Mastersons method for horse and dog bodywork.
Name one person that you draw inspiration from and why?
My Grandmother, so thoughtful, resourceful, helped everyone in need, all with a smile.
What is your favourite book, movie and food?
Book – The four agreements by Miguel Ruiz
Movie – Mamma Mia!
Food – Thai Food
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.
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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