"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
I graduated Coolum Beach Christian College in 2022 as College Captain with a Certificate III in Business. I studied a semester of psychology at the University of the Sunshine Coast. I have had various roles within hospitality industry and enjoy meeting new people.
Outside of work- what do you like to do
I have a huge passion for travelling, seeing new things and cafe hopping. I love spending time at the beach, camping with friends and family and finishing the day off with a good movie and a hot chocolate.
What do you enjoy about being a part of the McGregor wealth team
I enjoy working in a dynamic group of people who enjoy what they do. I enjoy learning about new clients and the various tasks that come with that. I also love the doggie day-care days 
What is one thing about you people would be surprised to know
On the rare occasion that I do, I love cooking, baking or making anything crafty (I love being creative).
Name one person you draw inspiration from and why
My mum for her desire to learn and grow in all aspects of her life and her consistent charity. Also my grandparents for their passion to live life well.
What is your favourite book, movie and food
Book: We’re going on a bear hunt
Movie: Blended
Food: Freshly baked sourdough
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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