Ronald Pratap

Rp Wealth Management Pty Ltd

Bronze
12 Yrs Experience
Oran Park, NSW 2570
Ron Pratap provides advice on Investments, Superannuation, Risk, and Retirement Planning through clear, transparent and structured advice. He likes to understand what is really important to his clients and then provide realistic advice that doesn't drastically sacrifice their current lifestyle while trying to obtain results.  Ron works closely with the following clients to provide the best service moving forward: * Self-employed or employee Tradies * Those going through a divorce or recently widowed * Those planning for pre or post retirement. 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 Ron for an initial discovery meeting on 02 9188 1547 OR email: ronald.pratap@rpwealthmanagement.com.au Ronald is based in the Macarthur region with a key focus on assisting clients where he grew up however can service the majority of Sydney via zoom meetings if required. An appointment can be arranged at your home or office, otherwise in our office space in Oran Park.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

An Initial consultation is provided as a complimentary service to sit down and go through your situation in more detail and 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. Personal Insurance Advice would not have a Fee involved unless you do not go ahead with recommendations. $1,100 would be the minimum ball park figure for Advice regarding superannuation consolidation and other strategies. Appointment can be organise at our office or at your home or workplace and can also be after hours if needed.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.85
  • Number of reviews 22
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Rp Wealth Management Pty Ltd

Suite 205, Level 2, Oran Park Podium, 351 Oran Park Drive
Oran Park, NSW 2570

Opening hours

  • 8:00am – 12:00pm Saturday
  • 8:00am – 6:00pm Friday
  • 8:00am – 8:00pm Monday – Thursday

Licensed by

Axies Pty. Ltd.

AFSL 339384

4.85
22 Reviews
5
4
3
2
1
4.75
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 22

Sort by

4.50

"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."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"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."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ron has helped us set up and make sense of our life insurance and superannuation options as well provided financial advice to assist us with planning for a secure financial future. He is able to translate in sensible terms the sometimes confusing finance jargon that we would come across and the brick walls when trying to research the information ourselves. We are confident with the advice and plans that Ron has helped us put in place to ensure we are on the right path to a worry free financial future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ron was very helpful in providing me insight and advice about my insurances. He and the team were quick to get back to me on any questions I had."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ron is great. He gathers a clear understanding of what you’d like to achieve and is open and informative with the process to achieve this from start to finish. Amazing work Thankyou Ron"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ron and the team are extremely professional and knowledgeable, complimented by exceptional customer service."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Ronald has been able to get me to understand my options for retirement which I could never understand"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Ronald Pratap profile photo

Ronald Pratap responded on January 2020

"Thank you for the recommendation Debby. It is great working with you to help you enjoy a comfortable retirement in the coming years."

5.00

"Ronald was very clear and concise when discussing my current investments, super and insurances.... Broke everything down with my insurances and made suitable recommendations for me...very happy with his services and will be using him for all financial advisor needs"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ron has been very obliging and helpful always available and ready to answer or assist with any question or concern. He has advised us regarding re-distribution of our share portfolio in the superannuation funds for myself and for my husband to benefit our circumstances"

  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I've always found Ronald Pratap to be most reliable in taking care of any questions I have and never fails to return either my emails of phone calls to his office."

  • Self Managed SuperFunds
  • Aged Care
  • Expat Finance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Higher School Certificate

Level
0 - Training / Exam / Other
Institution
Bossley Park High School
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015
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