Meet Laura

About: Laura McGregor

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

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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