Services & Process
We offer a wide variety of services throughout the Sydney Metropolitan areas, including: Oran Park, Macarthur, Parramatta, Liverpool, Campbelltown and the Sydney CBD. We can also deliver these services via our mobile office for regions outside of this zone, including the Central Coast and Penrith. Contact the RP Wealth Management team for more details.
Our services include but are not limited to the following:
Insurance - Personal
Insurance - Business
For our first meeting we will sit with you, either in our offices or at your home, and go through in detail your current financial situation. This will give us a very strong understanding of where you are now.
Once we understand where you are now, we can then 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.
We will step 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 is a direction that will be most suited to your needs and level of comfort.
Once we have all of the information above, 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.
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 for you, keeping you informed at every step of the way.
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.