Meet Linda

About: Linda Serret

Work Experience and education:

Dip FP with 13 years’ in industry assisting clients.

I’ve held previous management roles in Civil Engineering project management, Logistics and Purchasing & Supply.

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

I take great pleasure in forming lasting relationships with our clients and being their reliable port of call for assistance.

I manage all transactional requests for clients, research and administration for new business and reviews, compliance and a variety of other essential administrative tasks.

I really like to look on the positive side and see the silver lining in almost anything. I bring this into relationships with clients and hope to make them feel a bit special and happier from our interaction.

Outside of work – what do you like to do?

I really enjoy being at home and spending time with family. Enjoy getting outdoors into our large yard; and doing home renovations big and small.

I love travelling and am in awe at how fun and beautiful the world can be, and how important it is to make those wonderful memories.

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

These people are great! A variety of characters as you’d expect, all helpful, considerate and knowledgeable.

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

Nothing at all!

Name one person that you draw inspiration from and why?

Michelle Obama – Such grace, wisdom and strength – truly an inspiring woman.

What is your favourite book, movie and food?

Fave book – Where the Crawdads sing by Delia Owens.

Movie – The recent Beatles inspired movie Yesterday.

Food – All types, too many to choose. I am however very partial to dark chocolate coated liquorice.

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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