"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
Before joining McGregor Wealth Management, I worked as a Physical Education teacher, following an earlier career in commercial project management in Melbourne’s CBD. I hold a Bachelor of Sport Science and a Master of Education, and I’m currently completing a Graduate Certificate in Applied Finance as I continue to develop my knowledge within the financial services industry.
Role – Describe what you do and why you are good at it
As a Business Associate, I support the team across a range of day-to-day activities while continuing to build my knowledge of the wealth management industry. I bring strong communication, organisation and problem-solving skills to the role, along with a genuine willingness to learn and contribute to the team.
Outside of work – what do you like to do?
Outside of work, I’m usually playing golf, touch footy or watching just about any sport that’s on. I’m always up for a bit of friendly competition, although my golf game doesn’t always cooperate.
What do you enjoy about being part of the McGregor Wealth Management team?
I really enjoy the supportive and welcoming culture at McGregor Wealth Management. Everyone is approachable and willing to share their knowledge, which makes it a great environment to learn, contribute and be part of the team.
What is one thing about you that people would be surprised to know?
One thing people might be surprised to know is that I compete in dog sports, specifically nose work, where dogs are trained to search for and identify specific scents. It’s a little different, but a lot of fun!
Name one person that you draw inspiration from and why
Muhammad Ali – I’ve always admired his confidence, charisma and incredible way with words. He had a unique ability to capture people’s attention and always backed himself.
What is your favourite book, movie, and food?
Favourite book: The Psychology of Money. Favourite movie: Remember the Titans. Favourite food: You can’t go wrong with a good chicken parmy.
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.
Thank you for your honesty and for giving me faith and trust in my happy financial future.
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