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
Ronald is 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 be arranged at your home or office, otherwise in 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
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.
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.
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.
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
- Adviser status Bronze
- Number of reviews 22
- First year providing advice 2010
- Years of experience 12
- Advanced Diploma of Financial Services (Financial Planning)
RP Wealth ManagementSuite 205, Level 2, Oran Park Podium, 351 Oran Park Drive
Oran Park, NSW 2570
- 8:30am – 4:00pm Friday
- 8:30am – 5:00pm Monday – Thursday
- In person
- Video call
Axies Pty. Ltd.