Nicole Neale

About: Nicole Neale

Role – Describe what you do and why you are good at it?

I provide holistic financial planning advice to clients, helping them grow, structure, and manage their wealth with clarity and confidence. Building strong relationships is at the heart of my work as a Financial Adviser — I genuinely enjoy meeting people and understanding how I can support them.

As my client, you’ll have access to a full suite of professional services tailored to your needs. My priority is to understand your goals, provide clear guidance, and empower you to make informed decisions.

Outside of work – what do you like to do?

I enjoy golf, biking, cooking, gardening, travelling, and spending time with the people I love.

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

McGregor Wealth has a fantastic culture and an incredible team that I’m proud to be part of. I especially enjoy our strategy think‑tank sessions, where we challenge each other, share ideas, and look for new ways to improve client outcomes.

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

I absolutely love being on or in the ocean — and sailing around the world is firmly on my bucket list.

Name one person that you draw inspiration from and why?

My mother. At 77, she’s fitter and healthier than I am, and her energy and resilience inspires me every day.

What is your favourite book, movie and food?

Book: The Language of Flowers

Movie: F1 The Movie

Food: Red duck curry

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.