Risk Advice and Life Insurance
We ensure you have a personal protection plan in place if things don’t go exactly to plan. We consider options such as life insurance, total and permanent disability insurance, income protection insurance and trauma insurance among others.
Retirement Planning
Preparation for retirement will ensure you’re emotionally and financially ready to retire at your desired age. We will work with you to understand your retirement needs, plan your superannuation strategy, help you determine your social security entitlements, how any debts are tracking and develop and implement a plan to reach your goals.
Lending (Personal and Business)
We have relationships with leading Mortgage brokers and lending specialists to help you get the best rate or understand your borrowing options before committing.
Estate Planning
Our panel of solicitors will work with you and other in-house and external experts as needed to design a comprehensive estate plan in line with your wishes. Our estate plans are part of the ongoing service and full-service checks.
Superannuation
We take a deep dive into your superannuation benefits and understand how your funds are invested and if this is inline with your wishes, we then benchmark this against other providers in the market and provide our recommendations to ensure you understand the fees, benefits and holdings of your portfolio.
Property Advice
We have property analysts, real estate specialists, leasing experts, accountants, solicitors, taxation specialists, researchers, depreciation experts and many others waiting to help you with building and supporting your property portfolio.
Investment Planning
We will work with you to build a wealth management strategy to help you diversify and achieve your financial and lifestyle goals. We’ll look at your specific situation and work with you on a strategy for generating wealth by tailoring the most appropriate solutions to help maximise your future outcomes.
Future Generation Planning
We will assist you with your intergenerational planning, working with you to ensure that the future generations of your family are financially secure and are able to live their lives free of financial concern, both today and in the event of unforeseen circumstances.
Cash flow and Wealth Management
We will work with you and review your ongoing debt obligations, monthly expenses, investments, monthly income and other factors involved in your continuing financial situation.
Legal Services
We rely on an external expert legal team who understand various laws that may be specific to your enquiry and are well equipped to address all your legal and financial needs. Our services are transparent, affordable and specific. We work with partners that share our values and commitment to our clients.
Tax and Asset Structure Advice
Choosing the correct tax and asset structure for your business and personal finances is crucial in protecting and scaling your wealth. We will advise you on all of the advantages and disadvantages of each option so you can make an informed decision as it can be expensive to change structures once in place.
Business Advisory
Our business advisory services suit clients of all sizes to improve business performance, develop strategies, boost profit margins and/or reduce costs. We can help you identify your key business drivers to help you grow sustainably so you can achieve your business and personal financial goals.
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
11:52 10 Jun 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
We've Been Featured In
Industry Recognition
TAL Rising Star Financial Planning finalist 2016
