"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
Matt has been in the finance industry for the last 5 years in a few different roles. Most of that experience was a mortgage broker, based in the Gold Coast.
Matt graduated with a degree in Commerce from Griffith University and a Diploma of Financial Planning from Kaplan.
Role – Describe what you do and why you are good at it.
Matt works as our paraplanner, preparing our advice documents for our clients. Matt has a keen attention to detail, ensuring the advice presented to clients is accurate.
Outside of work – what do you like to do?
Outside of work, Matt enjoys surfing, hanging out with friends and family and working out at the gym.
What do you enjoy about being part of the McGregor Wealth team?
The comradery and team spirit.
What is one thing about you that people would be surprised to know?
I have a soft spot for late Victorian era poetry, particularly writers such as Lord Tennyson, Robert Browning, Elizabeth Barrett Brownin.
Name one person that you draw inspiration from and why?
Jordan Peterson. Watch some of his You tube videos on meaning and purpose and you’ll understand why.
What is your favourite book, movie and food?
Shantaram by Gregory David Roberts. Lord of the Rings. A works burger from A hole in the wall.
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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