"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.
Murray has a Diploma and Advanced Diploma in Financial planning, is a specialist Self Managed Super Fund advisor, affiliate member of AFA and member of SMSFA (Self Managed Super Fund Australia).
Murray’s experience also extends to overseas markets, having co-founded an Investment advisory group in Beijing. Bo Jin provided investment consultancy within China for local investors, introducing the concept of planning for retirement, running seminars and investment education programs. Murray was also board member of Bo Jin up until 2009.
Murray has been tailoring solutions for investors and retirees for 18 years. He has a demonstrated history of work in the financial services industry providing advice in Financial Planning, Retirement planning and Investment accumulation. Murray provides a wealth of knowledge with a background in Commerce, Accounting and Finance over his career, including as Director and Principal Planner for Accura Financial Services and shareholder in an Accounting firm for 15 years.
Murray says, “I love working with clients to arrive at a solution that suits their circumstances and works for them. I don’t find implementing a strategy for clients that has little real world application useful to anyone, it must be real for the client”.
Murray has decided to partner with McGregor Wealth Management as a key adviser as he is looking forward to contributing to a forward thinking financial planning practice with a focus on “real” financial planning.
Outside of work – what do you like to do?
Outside of work I enjoy playing and listening to all types of music. I also enjoy staying active, and spending time with family.
What is one thing about you that people would be surprised to know?
My new hobby is to keep bees. Have been doing this for approximately 18 months. It is a very interesting process, with some sweet rewards at the end of the day.
Name one person that you draw inspiration from and why?
I don’t necessarily draw inspiration from any particular individual, but I do admire and try to adopt life skills from those who continually lift themselves across all facets and challenges of life. This includes individuals in music, commerce, business, sports, and even social welfare environments. There are many people who kick big and small goals everyday.
What is your favourite book, movie and food?
I enjoy Mediterranean and Greek foods. Not a a real movie goer, enjoy a good documentary more so.
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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