Archive for May, 2017

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End of Financial Year: Get ready and be prepared

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Tips to make sure you’re financially prepared for a rainy day

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First Home Super Saver Scheme. What does it all mean?

As predicted in the lead-up to the Budget – housing affordability has been confirmed as one of the major components of this year’s Budget.

With Superannuation receiving so much attention in last year’s Budget – there was not much in terms of unexpected news this year. However, there was an important announcement for First Home Buyers:

The First Home Super Saver Scheme which was announced on Budget night will allow first home buyers to withdraw voluntary contributions they make to superannuation (along with associated earnings) to be used towards a deposit for a first home.

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Holidays of a lifetime

Holidays of a lifetime

 

Getting away from it all and having a holiday is a great way to both relax and soak up new experiences. The anticipation and planning of where to go on a big trip is usually part of the joy that comes from a holiday. To give you some inspiration we took a look around the world at some of the more unusual destinations on offer.

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Top 10 Biggest Financial Investment Mistakes and what you can do to avoid them.

1. Not knowing where your money goes or how you allocate it.

Whether you have a large amount of money coming in or enough to just cover your expenses, it is best to put a budget together and track your expenses and payments. Tracking your spending will assist to understand your money better and help you create good habits going forward to allocate money accordingly.

2. Thinking you never have enough money to invest

Investing isn’t just for the Rich. You can start investing on any budget if you can remain disciplined. Try and eliminate high interest and non-deductible debt such as credit card and personal loans and once this is done you can put a savings plan together and seek professional advice.

Don’t think about doing it later. If you have long-term goals that matter to you, it’s worth getting started now

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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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