I have been involved in the financial services industry for close to 15 years now.
I provide Advice on Investments, Superannuation, Risk management and retirement Planning through clear, transparent and structured advice.
I enjoy working with clients to structure a strategic financial plan to meet their specific goals and objectives, whether they are a young wealth accumulator wanting to structure their financial future all the way through to clients that are about to retire and need guidance on options and strategies available.
We tend to have a number of clients under the following categories but are not limited to this area:
- Self-employed or employee Tradies
- Those going through a divorce or recently widowed
- Those planning for pre or post retirement.
I started my own Wealth Management business in 2016 with a key focus on working with clients on an ongoing basis to achieve their goals as I found working within an aligned bank model restricted me in terms of Products, Advice Procedures and Ongoing Relationships.
I am now truly able to help my clients without a lot of the previous restrictions placed on me through a compliant and manageable approach, providing unbiased product advice where needed,
At RP Wealth Management, we offer a wide variety of services throughout the Sydney Metropolitan areas including: The Macarthur Region, Parramatta, Liverpool, Penrith and the Greater Sydney region
If you are unsure of how best to plan your retirement, are confused by the whole process or would just like guidance on taking the first steps towards financial freedom, please feel free to contact me for an initial discovery meeting on 02 9188 1547 OR email: email@example.com
We are based in the Macarthur region with a key focus on assisting clients where I grew up however can service the majority of Australia via zoom meetings if required.
An appointment can also be arranged at our office space in Oran Park and Baulkham Hills.
An Initial consultation is provided as a complimentary service to sit down and go through your situation in more detail once we have vetted you via an initial call to see where I can add value or cache if Financial Advice is the required outcome needed. I Provide Advice on areas including Superannuation, Personal Insurances, Investment and Retirement Planning. Depending on the advice complexity and the research involved, a fee will than be quoted. $2,200 would be the minimum ball park figure for Advice regarding superannuation consolidation and other strategies. Fees can go up to $7,700 depending on the complexity and advice areas covered. Appointment can be organised at our office or at your home or via zoom if required. There may be a fee applicable for travel
I had been thinking about my Superannuation and how I can maximise my investments to ensure a comfortable future. I'm young and running my own business, so I wanted expert guidance on what to do and how I can achieve my goals.
After some time doing my own research, I eventually met Ron from RP Wealth Management through networking. I had been meeting with Ron weekly and was always impressed by his knowledge, insights, and glowing testimonials.
When I reached out to Ron for help with my Superannuation, he swiftly jumped into action and made the process simple and quick, but didn't neglect the time and care with me to understand my situation and goals. Ron listened and I felt heard. I was confident and excited to work with him.
Once Ron had completed his research, he presented a detailed report with incredible resources and insights. Ron answered all of my questions and I understood everything he said. Ron went the extra mile and provided additional resources to help me on my Superannuation journey.
I highly recommend Ron from RP Wealth Management. Thank you for your help and the incredible value. Your guidance, service and customer care is exceptional. I look forward to our ongoing relationship and seeing the results come to fruition.
I have relied on Ronald to assist me in my retirement and superannuation and he has been excellent. Ronald and his staff are only a phone call away if I need advice. I would not hesitate to recommend Ronald to anyone for financial advice. Ronald has always been willing to give me time and explain complex issues in a way that I can understand and this I feel is important to ‘older’ retirees who can at times be overwhelmed with the complexities of government policy in relation to super and pensions.
Ronald is a very experienced Financial Adviser very caring and communicates to us in a very professional way. His wealth of knowledge is impressive. He is friendly and has helped us so much and gives us the confidence we needed to manage our portfolio.
Being newly retired I looked to Ron to help me assess my position and to provide advice and support in developing a plan for my financial future. Ron has enabled me to feel confident that he has clearly interpreted my “needs and wants” and that he has determined the best way forward for me.
Am a.new client. Ron was thorough and clear in his advice regarding retirement, superannuation and estate management. Look forward to liaising with him. Was fair and knowledgeable.
- Adviser status Silver
- Number of reviews 25
- First year providing advice 2010
- Years of experience 13
- Graduate Diploma of Financial Planning
RP Wealth ManagementSuite 205, 90 Podium Wy
Oran Park, NSW 2570 64/13-19 Pastoral Circuit
PEMULWUY, NSW 2145
- 8:30am – 4:00pm Friday
- 8:30am – 5:00pm Monday – Thursday
- In person
- Video call
Bluewater Financial Advisors Pty Ltd