"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
Ned attended Coolum Beach Christian College for Highschool. Ned joined McGregor Wealth Management in 2021, starting as an Intern and has since progressed his career to be an Associate. Ned is currently completing a Certificate III and IV in Fitness and once complete plans on going to university to study Financial Planning.
Role – Describe what you do and why you are good at it
My role focuses on assisting the Advisers in developing smart and customised strategies to provide our clients with financial peace of mind.
Outside of work – what do you like to do?
Outside of work you will either find me in the gym, at the beach or playing cricket. I also volunteer as a lifesaver on the weekends.
What do you enjoy about being part of the McGregor Wealth Management team?
The best part about working with the team is how everyone adds to making an enjoyable and fun work environment.
What is one thing about you that people would be surprised to know?
If I won the lotto I would spend it all on cars!
Name one person that you draw inspiration from and why?
My Mother for her incredible capacity for empathy and compassion.
What is your favourite book, movie, and food?
My favourite book is How to Win Friends and Influence People by Dale Carnegie
My favourite TV show is Suits
My favourite food is Nonna’s homemade cannoli
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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