Meet Rob

About: Rob McGregor

Rob McGregor is one of Australia’s leading financial planning practitioners and thinkers, and has been recognised with numerous awards including Sunshine Coast Business of the Year (twice), BRW Top 100 Firms, Adviser of the Year, and more.

He is the founder of McGregor Wealth Management as well as founding partner of GPS Wealth, a national financial advisory group with over 350 financial advisors.

Despite founding a large group, Rob’s true passion is working personally with clients (some of whom he’s been advising continuously for over 18 years).

Outside work, Rob is a keen surfer, active lifesaver, President of his local Surf Club, President of the Nippers and Patrol Captain. Rob McGregor is one of Australia’s leading financial planning practitioners and thinkers, and has been recognised with numerous awards including Sunshine Coast Business of the Year (twice), BRW Top 100 Firms, Adviser of the Year, and more.

More About Rob…

Describe what you do and why you are good at it.

Leading and mentoring the team.

Outside of work – what do you like to do?

Anything in the ocean – surf, swim, standup, paddle.

Contribute to my local community – especially my Surf Lifesaving Club.

Socialise with family and friends – good food and wine.

Travel, explore, adventure.

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

The people – Talking to and helping our awesome clients, mentoring the team.

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

Haha – to relax , I actually love cooking gourmet meals (with Wine 🙂).

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.

I would highly recommend the McGregor Wealth Management team to any prospective investor.

After many years of procrastination and numerous proposals from financial advisors, I decided that the best plan forward to retirement came from Danielle at McGregor Wealth Management. What they delivered in taking over the investment of my SMSF far exceeded my expectations and I now feel comfortable that my future in retirement is on track.

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