Author Archive

Ronald Pratap

Principal Financial Planner at RP Wealth Management | Financial Planning l SMSF I Insurance l Property Advisory. Our purpose is to provide our clients with sound advice and direction to assist with their financial affairs and help them make the best choices in achieving what is important to them.

8 Questions to ask about trauma insurance

Here we help you understand how Trauma insurance could help support you and your family, to allow you the financial freedom during the worst of times. This lump-sum payment can help you focus on receiving the best treatment available, pay for rehabilitation, and even cut back your work hours to be able to concentrate on your recovery.

Changes to insurance through super in April

Recent legislative changes have affected the way many Australians are provided with life insurance through superannuation (super). We outline what’s changed so you can understand if you’re likely to be impacted.

When it comes to ‘life admin’, there’s often a lot to keep on top of.

Adjusting your insurance cover through super

If you’re like many Australians, when it comes to your health insurance, utilities, or even your mobile plan, you tend to leave them in the ‘set and forget’ pile or ‘too hard’ basket.

With life insurance, it’s probably no different. You may already have some form of cover through your super; however, the chances are you haven’t looked at the details too closely.

Effectively working from home during COVID-19

With the increasing concern of the novel coronavirus (COVID-19) globally, many individuals are being directly impacted both physically and financially. During these circumstances, it is understandable to be unsure of what the future holds. During these unprecedented times, it is important to be ‘alert but not alarmed’.

Estate_Planning_Macarthur_Sydney_Retire

Your Estate Planning checklist

Estate planning is more than just having a will; it’s an overall financial management plan.

A study by the Financial Planning Association (FPA) showed that the motivation for over 60% of Australians to build wealth is to build a better future for their families. That’s something most of us can relate to, right?

illness_oranpark_insurance_health_riskmanagement_trauma

The true cost of critical illness in Australia

There’s a lot to love about this great Australian life, but sometimes things don’t go as planned. With diagnoses of serious illnesses on the rise, it’s important to know the likelihood of health issues and the cost of recovery.

Critical Illness cover can’t protect your health, but it can protect your finances and give you choices when needed most.

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