About RP Wealth
Management

Why Choose RP Wealth Management (RPWM)?

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.

Our Values

Foundation   Foundation

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. 

Structure   Building the Structure

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.

Protection   Roof Of Protection

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.

Our Team

Ron

Principal Wealth Adviser

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 Armenton

Financial Planning Assistant

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

Our Financial Planning Process

1. Discovery Meeting
During our first meeting we will sit with you, either in our offices or at your home, and go through your current financial situation in detail. This will give us a very strong understanding of where you are now and what you would like to achieve.
2. Identify Your Goals
Once we understand your currently financial situation, we can build a picture of where you would like to be. We will go through step by step and clearly define your dreams and goals. These will be the basis of our financial plan moving forward.
3. Identify Your Risk Profile
We will go through a series of questions with you that helps us to identify your risk profile. Your risk profile allows us to understand what is more important to you – security or returns. This will help us to guide your financial plan in a direction that will be most suited to your needs and level of comfort.
4. Prepare Your Financial Plan
Once we have all of the information, we can then prepare your financial plan, also known as a statement of advice. This will take up to 2 weeks to prepare. Once it is ready, we will contact you to make a time for us to go through it in detail.
5. Implementation Of Your Recommendations
Once you’ve decided on the recommendation you would like to proceed with, we can begin implementing these for you. We will take care of this whole process, keeping you informed at every step of the way.
6. Ongoing Reviews And Updates
Once your new financial setup has been finalised, we will stay in contact regularly to review your progress and provide you with updates on the financial markets. Our relationship does not end once your implementation is complete, we are always here to support and guide you towards meeting your goals.
What Clients Are Saying About Our Financial Planning Services
Ron is a very knowledgeable and reliable advisor but more importantly caring for his clients. I have personally used his services and recommended many of my family and friends!! Thank you for all your MARVELLOUS help;)
Football Star Academy
Football Star Academy
11:52 10 Jun 20
Ronald is very informative and professional and I have no hesitation to recommend him highly.
Chris Bakalian
Chris Bakalian
04:30 02 Jun 20
Ron and the team are extremely professional and knowledgeable, complimented by exceptional customer service.
Michael Ferella
Michael Ferella
04:11 27 May 20
Ron was able assist my husband with all the necessary information from start to finish with his plan. We found Ron extremely easy to get along with and communication was outstanding. As a family we can high recommend Ron to all.
Chloe Farnell
Chloe Farnell
04:01 02 Apr 20
Ron has been amazing for me and truly took the time to understand what my real needs and wants were to custom tailor not only my super and retirement plans but the options to diverse my investing to meet short term goals.He’s very relatable and down to earth so the whole process is enjoyable. Looking forward to working together in the many years ahead.
Shannon McDonnell
Shannon McDonnell
00:29 20 Feb 20
Ron is honest, intelligent, trustworthy, and hardworking adviser. Always goes above and beyond to ensure he gets the best outcome for his clients. Highly recommended!
Petra Novakova
Petra Novakova
12:25 06 Feb 20
Ron is amazing!! He is so easy to talk to and explains things so you can understand everything. If we had any questions about anything he was always there to answer our questions. Definitely recommend him.
Jessica Tree
Jessica Tree
09:05 11 Oct 19
Ronald is a great person to deal with...explains everything very clearly and goes through all your options...looks out only for his client not any personal gain..I feel confidence that my wealth management and finances are handled correctly with his guidance
Jordan Mijalkov
Jordan Mijalkov
07:57 24 Sep 19
Insurance within super and the whole superannuation mindfield is made simple when you enage with people who know their stuff.I highly recommend Ronald, he is flexible, committed and focussed on helping you to understand and have confidence in this arena.
Sandra Bartlett
Sandra Bartlett
04:50 29 May 19
Ron and his team have a wealth of knowledge in the industry and have referred relatives and clients, whom have been satisfied with his service to ensure that they are adequately protected.
Daniel Caldwell
Daniel Caldwell
22:24 07 May 19
I have referred many clients and used Ronald's financial planning services personally and couldn't recommend him highly enough. Very professional and knowledgeable in the financial services industry. I would not hesitate for a second to recommend Ronald’s services to anybody within my network.
Bradley Durrant
Bradley Durrant
03:22 03 May 19
Have had a great experience, have felt all meetings and communication to be very informative and honest in areas I was uncertain about.
Josh Saumatua
Josh Saumatua
08:34 22 Jul 18
Very knowledgeable and informative. Happy to answer all questions and always responds to my calls/emails. Takes control which makes for a simple and seamless process.
D Saumatua
D Saumatua
12:24 20 Jul 18
Ronald is so easy to deal with and helps you every step of the way to make it so efficient and quick to fill out paperwok. He is very professional and makes it all happen so quickly. He always picks up the call or gets back to you, What else can you ask for. Great guy and service
Mibu Medispa
Mibu Medispa
08:08 16 Jul 18
Very professional and consistent in his work with truckloads of knowledge in his industry. He helped me with my life insurance and did a fantastic job from start to finish. Walking me through the entire process and always following me up. I would not hesitate for a second to recommend Ronald’s services to anyone. Great guy. Great professional. Great service.
Caterina Romeo
Caterina Romeo
01:07 18 Apr 18
I met Ronald in a professional capacity, and his willingness to share his insights and his enthusiasm for the work that he does clearly shines through. I'd highly recommend connecting with him if you're looking for an adviser who holds great integrity in the way they support their clients.
Shannyn Merlo
Shannyn Merlo
08:32 23 Feb 18
Great service and very helpful
Dragan Jelic
Dragan Jelic
01:25 27 Oct 17
Ronald is great communicator and very knowledgable with his financial advise. He helped my wife and I structure a better protection plan covering life insurance, trauma cover and income protection. Easy to discuss any questions we had and generally very helpful. I highly recommend talking with Ron!
James Newman
James Newman
03:38 25 Sep 17
Ronald is a really easy going guy to deal with. He will go above and beyond to ensure he finds out all the details and gets you the best cover for your circumstances. Ronald made the process of getting Trauma Insurance and Life Insurance very easy - much easier than I thought and it was surprisingly cheaper than I thought it would be too. I really recommend you see RP Wealth Management.
Hayley Pieplenbosch
Hayley Pieplenbosch
05:55 28 Jul 17
I needed general financial advice and he delivered with the lingo I easily understood. Friendly guy and always approachable. Would highly recommend him to anyone!
Gorgi Serovski
Gorgi Serovski
13:09 22 May 17
A hard working and diligent professional, Ronald certainly places his clients needs first in all situations. Keep up the good work!
Shaun Pereira
Shaun Pereira
00:14 19 May 17
My Wife and I have known Ron for many years. He has always put our needs first and has always given 110% with giving us the best advice,solutions and above all exceptional results with our super and investments! Highly recommend Ron to anyone in need of financial guidance."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."Thanks mate. Really appreciate it.
Deniz Sertlioglu
Deniz Sertlioglu
03:09 03 Jan 17
We've Been Featured In
Industry Recognition

TAL Rising Star Financial Planning finalist 2016

RI Advice Excellence award Finalist 2014

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