Archive for July, 2018

Life Insurance for every life stage

One of the biggest misconceptions around life insurance is that it’s solely designed to provide a payout if you die. But life insurance is relevant at every stage of your life.

From your fancy-free 20s while you are grinding and growing that empire, all the through your working life and into retirement, you will have different goals and priorities worth protecting.

Here we look at the types of cover you should consider at each age and stage.

RPWEALTHMANAGEMENT_RISK_ORANPARK_INVESTMENT_PROPERTY_ADVICE

What is your risk tolerance – and why?

 

Risk is inherent in investing and there is no one size fits all approach to managing and dealing with your individual risk tolerance. What keeps you awake at night might be well within someone else’s comfort level. Choosing an appropriate risk tolerance is to ensure you are comfortable with with your investments and you have ‘peace of mind’

RPWEALTHMANAGEMENT_Whats_your_new_(financial)_years_resolution_EOFY_MACARTHUR_RESOLUTION

What’s your new (financial) year’s resolution?

The glow of New Year’s fireworks may be a distant memory but it doesn’t mean your new year’s resolution needs to go with it as there is another new year we can make amends with. That’s right, the new financial year is here, and now is the perfect time to get your finances in order especially if you are also running a business

Below are our tips to hit the ground running and get the most out of your hard-earned cash which we will be going through in our meetings with clients either in our Macarthur office or around Sydney.

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

    Logo

    Follow us

    Check out our social media pages for more updates from RP Wealth Management