The difference between health and life insurance

You have worked hard for the life you love, so it’s important to understand the best way to protect it. Health
Insurance and Life Insurance are two options that you may be considering, and trying to work out if they are right
for you. Here we look at both types of insurance, how they differ and how they may work together.

What is life insurance?

Tips to prepare you for tax time

Tax time can feel stressful, but there are simple things you can do to make filing your return feel less daunting
when the time comes around. Here are some of the steps you can take all year round to help you prepare for tax
time.

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ETF’s vs Managed Funds vs Shares

ETF’s? Managed Funds? Direct Shares? Hybrid Funds? Corporate bonds? What does it all mean? There are a number of investments available to everyday Australians, however trying to figure out what is right for you and your investment goals becomes a challenge if you don’t know all your options. In this article we focus on alternative investments to your traditional options such as cash and Property.

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5 steps to make income tax easier

The EOFY period isn’t really a time most people relish, but it does offer an excellent opportunity to review your income and finances to possibly free up funds for more important and enjoyable pursuits through any credits or tax savings.

Below we’ll show you, in 5 easy steps, how to streamline the income tax return process and possibly free up funds for the more important things in this great Australian life.

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How much does it cost to raise a child in Australia?

Raising a child will provide you with countless experiences that money can’t buy. But it is still an expensive business. Here’s your guide to the likely cost of raising a child in Australia as sometimes it is hard to stop and think how much does it cost to raise a child in Australia.

With over 300,000 babies born in Australia every year according to the Australian Institute of Health and Welfare, more and more families are adapting to life with little ones. We run through a few of the big milestones to help you calculate the likely cost of kids.i

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  • 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.

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  • 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.

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  • 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.

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