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What should you do if you’ve been made redundant?

With the threat of an increasing unemployment rate, an economy that has slowed down and advancements in technology- it is a real possibility that your role could be made redundant which could leave you financially disadvantaged if you don’t know what options you have available to you.

Can life insurance wait?

When you’re young, it can be easy to think of life insurance as a nice-to-have. After all, you’re probably in good health and have more pressing expenses, right? Not quite.

All it takes is one accident or one diagnosis and everything can change – all of a sudden, insurance will become your top priority as this has happened with 2 clients from our office in their early 30’s.

The only trouble is when you’re already hurt or sick, the ideal time to take out insurance has passed.

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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?

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What do Australians want financial advice on?

Investments, retirement, superannuation, and cash flow. These are the financial issues that keep Australians awake at night. Here we, as Financial Advisers, can assist you in these areas.

According to the recent ASIC report, the topics Australians want financial advice on:

  • Investments (e.g. shares and managed funds) 45%
  • retirement income planning 37%
  • growing superannuation 31%
  • budgeting or cash flow management 22%
  • aged care planning 18%
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Workers compensation vs income protection: what’s the difference?

Accidents happen every day, so it pays to be protected. With so many different cover options, many people question what’s right for them and their families. When it comes to covering your income if you can no longer work, what’s better? Income protection, workers’ compensation, or both?

Investing in shares and cash

Better investment options for your cash

It’s an oldie but a goodie – never put all your eggs into one basket. But, what’s the best way to grow your wealth with investment options outside cash.

Saving your money is important. But, putting your money into a savings account, even with a decent interest rate, may not be the best way to grow your wealth.

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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