Rachel Welsh

About: Rachel Welsh

Work Experience

My career encompasses a diverse range of administration and customer service roles spanning across government, retail and accounting sectors. This diverse experience has given me a well-rounded skill set in client relations, office coordination, and workflow management, as well as the ability to thrive in both fast-paced and highly regulated environments.

Role – Describe what you do

As an Associate with McGregor Wealth Management, I work closely with our Advisors to help implement personalised financial strategies that align with each client’s unique goals and values.

Outside of work – what do you like to do?

Outside of work I enjoy spending quality time with my family and friends. I also like to keep active, listen to music and have a strong passion for travelling.

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

I really enjoy working at McGregor Wealth Management because the team are incredibly supportive and friendly. Everyone is always willing to lend a helping hand, and there’s a great sense of camaraderie that makes the workplace feel welcoming and collaborative.

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

I have naturally curly hair that people pay lots of money to have!

Name one person that you draw inspiration from and why?

My mum – her strength, determination and resilience through her journey with Motor Neurone Disease (MND) was truly inspirational. Even as she faced such a challenging illness, she always showed so much love, patience, and kindness to everyone around her.

What is your favourite book, movie and food.

Book – Let Them by Mel Robbins

Movie – Top Gun

Food – Roast Lamb and chocolate

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.