"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.
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.
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 🙂).
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.
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
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