Archive for April, 2017

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Why did I become a Financial Adviser and start my own business?

I find myself telling my story to potential client’s and current client’s a number of times and thought I would share with all the experiences and what has led me to the path of setting up RP Wealth Management within the last year as I am proud of the path taken and what I have achieved.

My journey becoming a Financial Adviser was not a traditional one however, it was one that helped me understand money and create good habits.

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‘Interest rates – where to from here?’

Interest rates in Australia and around the world have hit historically low levels.  So low, in fact, that for around 30 per cent of developed countries, investing in government bonds will provide negative returns after adjusting for inflation.

 

Why are interest rates so low?
In its simplest terms, the Reserve Bank of Australia lowers interest rates to stimulate the sluggish economy. Lowering interest rates makes borrowing cheaper and more borrowing means more businesses are established, more is consumed and more jobs created. 

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Early retirement: living the dream

Address

Level 2
351 Oran Park Drive
Oran Park N.S.W 2570

  • Ronald has always gone above and beyond for getting the best for my husband and I. He is always very punctual and helpful in giving advice. Ronald makes us feel comfortable and that no question is a silly one. I would 100% recommend him to anyone.

    Matthew (32) & Yasna Dench (31)
    Regional Sales Manager | Special Education Teacher

  • I have been working with Ronald for over 6 years. During this time, Ronald has been outstanding in his efforts to improve the bottom line of my portfolio. His continued guidance and enthusiasm makes him the perfect adviser and manager of personal finances.

    Sharad Bhasin (54)
    Deputy Harbour Master

  • I found Ronald to be very knowledgeable about all aspect of finance and being very helpful in overseeing my finances and making sure that I will live comfortably for quite a few years to come. his friendly nature comes from deep down and his clients are treated like family. I will not be afraid of recommending Ronald to all my relatives and friends.

    Carmelo Venturini (69)
    Retired

  • Ronald is a very friendly, knowledgeable and competent person, this is shown in every conversation we have had and it is a peace of mind knowing he is in control of my financials. Thank you

    Greg B (35)
    Warehouse Supervisor

  • Ronald at RP Wealth Management offers an invaluable service to my Estate planning clients by providing professional advice about protecting their family and their wealth with different insurance products in the event of a tragedy. Ronald is incredibly knowledgeable and always provides exceptional customer service to his clients.

    Kaisha Gambell (29)
    Solicitor

  • I have had the pleasure of dealing with Ron and have found him to be both knowledgeable and sincere. He is someone that believes that if you do the right thing by people they will do the right thing by you. I would not hesitate to recommend Ron to people that are looking for someone to provide them with an ethical outcome

    Mario Z (32)
    Accountant

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