At RPWM, we work with you to build a plan for your financial affairs just as you would when building a house. You wouldn’t build a house without a blueprint and the same can be said with your finances.
We ensure you have you have the right fundamentals in place by getting to know you and working with you via an initial plan which will detail all your advice, benefits, actions, risks, fees and expectations. This lays the groundwork for what we will build on and what needs immediate attention. By laying the right foundation and understanding your goals and dreams, we can then map out a plan for your financial future by identifying what arrangements need to be set up or what other experts needs to be involved in the process.
Owning one single default option for your investment strategy or your protection strategy is like having a house with one door and one window. We work with our clients to ensure their plan is appropriate for their needs and future goals. This plan can change over time and the structure needs to be able to adapt to that. By having more than one door and window, this allows us to diversify different investment outlooks and ensure you have the right plans in place so the walls don’t come crumbling down.
Things don’t always go to plan as a number of factors can get in the way such as ill health, global economic issues and redundancies. By ensuring you have an appropriate personal protection strategy in place to shield you now and in the future, we make sure that roof stays up and protects you when things don’t go to plan.
Ron Pratap has been involved in the financial services industry for close to 15 years and provides guidance on Investments, Superannuation, Risk Management and Retirement Planning through clear, transparent and structured advice.
Ron enjoys working with clients to structure a strategic financial plan to meet their specific goals and objectives, whether they are a young wealth accumulator wanting to structure their financial future all the way through to clients that are about to retire and need guidance on options and strategies available.
Ron started RP Wealth Management with a key focus on working with clients on an ongoing basis to achieve their goals as he found working within an aligned bank model restricted him in terms of Products, Advice Procedures and Ongoing Relationships. Ron is now truly able to help his clients without a lot of the previous restrictions placed on him through a compliant and manageable approach.Contact Ron
Nina has a degree in Bachelor of Science in Business Administration majoring in management Accounting and likes working with our clients to ensure ongoing management and support where needed.
Outside of work, Nina enjoys spending time beach side and also watching movies with the family in her downtime.Contact Nina