"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 started out working in Financial Planning after finishing year 12 in 2011. Initially, I worked within GPS Wealth and assisted in the start-up of the dealer group then transitioning to Holman McGregor as a Client Services & Review Officer for 4 years before moving to Sydney to start a Risk Paraplanning role. After a few years in Sydney I made the move back home to the Sunshine Coast and worked as an associate adviser for another firm for 2 years. I am currently studying a Bachelor of Psychology and Counselling and am enjoying working back at McGregor Wealth Management as an Associate Adviser.
Role – Describe what you do and why you are good at it
Bringing my 11 years of Customer Service roles, Risk Paraplanning and Associate adviser work into my role at McGregor Wealth Management, clients can always expect exceptional, efficient and knowledgeable service. I take pride in always having a reliable and trustworthy relationship with clients and am always available to help with any needs or enquiries.
Outside of work – what do you like to do?
Outside of work I enjoy spending time with my partner & dog. I also like to keep active and enjoy travelling.
What do you enjoy about being part of the McGregor Wealth Management team?
The comradery and environment the team has created and a bonus to work with family.
What is one thing about you that people would be surprised to know?
I played two types of saxophone and was in a jazz & saxophone band.
What is your favourite book, movie and food?
Book – Harry Potter Series
Movie – Lord of the Rings & Harry Potter Series
Food – Pizza
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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