Archive for June, 2020

Five things to update when you change roles or increase pay

Landing a new job is an exciting time that offers new opportunities, challenges and often a change in your financial circumstances. We look at the aspects of your finances that may need to be reviewed when you start a new job.

The risks of Buy Now Pay Later services

Buy Now Pay Later (BNPL) services are becoming increasingly more popular. If you haven’t used one of these services before it essentially allows you to receive the goods or services today, and pay for it in later instalments. Here we look at how people are using this service and some key factors to be aware of to ensure it doesn’t negatively impact your financial situation.

How can financial stress impact your health?

Financial worries affect most Australians at some point. The good news is, you’re not alone. If you’re feeling stressed about your finances, please reach out to us for help. There are also plenty of support services to help you through.

According to a Deloitte study, over 50% of the population worries about outliving their retirement savings. Of course, we’re all experiencing a little extra worry right now due to COVID-19. But it’s not just your bank balance that feels the strain, as financial stress can affect your mental health and physical health too.

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  • 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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