Meet Sandra

About: Sandra Palmer

Work Experience and Education
My career spans various Sales and Management roles throughout the retail and finance sector.

Role – Describe what you do and why you are good at it
I am the Office Administrator, and you will meet me at the front desk when you arrive. I love interacting with clients face to face, as well as on the phone.

Outside of work – what do you like to do?
I love to spend time with my family. I also love to spend time in the great outdoors, either climbing a mountain or sitting on the beach soaking in the atmosphere and living the dream.

What do you enjoy about being part of the McGregor Wealth Management team?
The team at McGregor Wealth Management have a wide knowledge of all things finance. They are a great team of people who are always considering what is best for our clients.

What is one thing about you that people would be surprised to know?
My Dad was in the RAAF in Singapore when he married my Mum, a local Singaporean, and relocated back to Australia. In the 50’s this was front page news!

Name one person that you draw inspiration from and why?
I am inspired by my son and daughter, who have grown into loving, thoughtful people (ok, that’s two people). They are both very successful adults in both their personal and professional lives. It makes my heart sing that I may have had a small influence to help them achieve.

What is your favourite book, movie and food?
Book – “The Answer” – Allan and Barbara Pease (who doesn’t want to know the answer!)
Movie – Marley (I love dogs)
Food – just a good ol’ Barbie!

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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