"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.
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 Concierge at McGregor Wealt Management, and you will meet me at the front desk when you arrive. I love interacting with clients face to face or on the phone and learning about their journey.
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, My new little campervan is helping me get out and about to do these things. You will find me most Saturdays at a local Parkrun.
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!
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.
Retiring soon? This is a critical time. Find out how we help pre-retirees take the smartest steps towards their retirement.
Find out how we help self-funded retirees get more money AND peace of mind during retirement, without the hassles, headaches or silly risks.
