"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
Before joining McGregor Wealth Management, I worked for over 10 years as a Client Solutions Manager in the recruitment payroll sector, managing a large portfolio of clients. Previously, I worked for Youi in Insurance in Australia and American Express in both Australia and the UK. I gained my Bachelor of Arts in Accounting from Solent University in the UK.
Role – Describe what you do and why you are good at it
My associate role involves supporting our team of exceptional financial advisors and helping our clients implement strategies to achieve their financial goals. I can draw on considerable experience in managing large portfolios of clients in the financial sector and enjoy meeting clients and getting to know them as individuals.
Outside of work – what do you like to do?
Outside of work I enjoy spending time with my family and walking my dog. I love travelling and a keen snowboarder, I have recently combined these passions to discover the joys of Japanese culture and its amazing snow resorts! I have also coached soccer for over 10 years, and am currently serving as Technical Director and Executive Committee member at my local club.
What do you enjoy about being part of the McGregor Wealth Management team?
I love working as part of a team which is made up of such intelligent individuals who share a passion for what they do. I also enjoy meeting with our clients and finding out more about them, what they have been up to recently, and if they have any exciting trips coming up.
What is one thing about you that people would be surprised to know?
I love listening to music. I have a very eclectic playlists on my streaming services and a vast music collection stored away at home, and I am a very keen DJ having played at events and parties in the last couple of years.
Name one person that you draw inspiration from and why?
Albert Einstein – as well as being amongst the most intelligent individuals that ever lived, he understood that true knowledge comes from experience.
What is your favourite book, movie, and food?
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.
Thank you for your honesty and for giving me faith and trust in my happy financial future.
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