Case Study

Our Pre &
Post Retiree Toolkit

Are you about to retire or have just retired and need assistance with your finances? We work with clients to make sure they live a comfortable retirement while looking to maximise any social security benefits and entitlements by:

Establishing an accurate picture of your current financial position
Identify your goals and objectives
Implement strategies and a plan to meet the goals and objectives
Diversify your superannuation portfolio for risk protection
Ensure your assets pass onto the right people as per your wishes e.g. estate planning
Maximise your returns and any social security benefits and entitlements
Meet your retirement goals
Navigate changes in your level and source of income
Adjust your budget to address a new set of needs
Educate you on your options moving forward

Hear from Les & Lesley about why they chose RP Wealth Management.

Case Study
Financial Advice for Pre/Post Retiree

Les and Lesley have been long term clients with RP Wealth Management since its establishment and have been working with their Adviser Ron since they both entered retirement. They are both fortunate enough to be financially secure in while drawing down from their investment assets while enjoying travel and maximising their benefits in retirement.

They have watched their wealth grow as a result of sound advice provided and the portfolio that has been constructed for them. Through regular reviews, reporting, updates and education, both Les and Lesley are able to enjoy what matters most to them in retirement while understanding they are being financially looked after by a team of professionals that is managing the risk and performance of their funds.

Whether they need funds for family gifts, holidays, hobbies or funding an upgrade of their campervan, they know where they sit and what is achievable based around our discussions.

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What Clients Are Saying About Our Financial Planning Services

Ron and team are very professional, patient and very transparent.Very happy to have found Ron and working on my needs.

Vinodh Kumar Ravinder

17:52 24 Feb 21

Ron and the team from RP Wealth Management help my wife and I review our super and insurance and where he felt we could improve he proved his recommendation and was honest about part that where good to leave. Thank you

Daniel Simone

21:23 12 Nov 20

Ronald is very informative and professional and I have no hesitation to recommend him highly.

Chris Bakalian

04:30 02 Jun 20

Ron and the team are extremely professional and knowledgeable, complimented by exceptional customer service.

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

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

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

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

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

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

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

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

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

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

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

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

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

08:32 23 Feb 18

Great service and very helpful

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

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

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

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

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

03:09 03 Jan 17

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