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?

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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.

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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.

Adviser

Being a Financial Adviser in 2019

The average suicide rate in Australia is 13 per 100,000 (ABS, 2017) and sadly over last 12 months 16 Financial Advisers have committed suicide which is about 3.25 times the national average. (Keep this in mind when reading the below) An industry expert has described the current state of mental health and wellness of financial Advisers as being at crisis point as a result of the fallout from the financial services Royal Commission and changes to the financial services landscape which we have all had to accept.

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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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