Exciting News- Something to call my own
I have some exciting news to announce
After a wonderful 6 years in the Bank aligned Financial Planning channel I am excited to announce the following.
I will be opening my own Wealth Management business in Western Sydney with a key focus on working with clients to build their wealth and make the right decisions going forward.
I have a key philosophy with which I feel will better my clients situation which is:
1. Invest in yourself
2. Invest in your family
3. Invest in the resources available to you and your future
1. Protect yourself
2. Protect your family
3. Protect your future
1. Enjoy the time that you have with the people who matter
2. Enjoy the Wealth that you have created along the way
3. Take a break, recharge and re energise
Please like my page and share with family and friends for the latest articles regarding investments, property, superannuation, Personal and Business insurances as well as information on how I can help you.
My goal is to work with those who want to better themselves and ensure they are on the right path to financial freedom and security whether that means:
– managing cashflow in your business or personal situation
– Investment opportunities including access to property around Australia, Managed Investments, Australian shares and global markets.
– Buying your first home or second or third investment and require assistance.
– Making sure you and your family are protected from the unknown.
Financial Planning has always been a passion of mine and also seen as something that is only for the rich but this is not true- If you are willing to see the value of Advice from professionals and willing to put the effort in then the benefits will surely outweigh the costs in the long term. Its about changing those bad habits now and having the correct structure in place to reap the rewards down the track.
So please contact me if you would like to catch up for a chat and see how I can help, please don’t hesitate to send me a private message. All my contact details are on my page and website which is www.rpwealthmanagement.com.au
I look forward to speaking with you all.
Principal Financial Adviser