• Placeholder

    Our Services

    How Can We Help You Set Up Your Future?

    Our Services

    How Can We Help You Set Up Your Future?

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

  • Life Cover
  • Total / Permanent Disability
  • Trauma
  • Income Protection
  • Insurance - Business

  • Business Expenses Cover
  • Buy / Sell Agreement Funding
  • Super Advice

  • SMSF Advice
  • Retail Super
  • Consolidation
  • Contribution Strategies
  • Retirement Planning

  • Pension
  • Transition to Retirement
  • Pre-Retirement
  • Estate Planning
  • Investments

  • First Time Investments
  • Property Investments
  • Direct Equities / Investments
  • ETF / Managed Funds
  • Other Services

  • Cash Flow Management
  • Ongoing Service
  • Language of Money Program
  • Our Process



    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.

    Address

    Level 2
    351 Oran Park Drive
    Oran Park N.S.W 2570

    • Ronald has always gone above and beyond for getting the best for my husband and I. He is always very punctual and helpful in giving advice. Ronald makes us feel comfortable and that no question is a silly one. I would 100% recommend him to anyone.

      Matthew (32) & Yasna Dench (31)
      Regional Sales Manager | Special Education Teacher

    • I have been working with Ronald for over 6 years. During this time, Ronald has been outstanding in his efforts to improve the bottom line of my portfolio. His continued guidance and enthusiasm makes him the perfect adviser and manager of personal finances.

      Sharad Bhasin (54)
      Deputy Harbour Master

    • 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.

      Carmelo Venturini (69)
      Retired

    • Ronald is a very friendly, knowledgeable and competent person, this is shown in every conversation we have had and it is a peace of mind knowing he is in control of my financials. Thank you

      Greg B (35)
      Warehouse Supervisor

    • Ronald at RP Wealth Management offers an invaluable service to my Estate planning clients by providing professional advice about protecting their family and their wealth with different insurance products in the event of a tragedy. Ronald is incredibly knowledgeable and always provides exceptional customer service to his clients.

      Kaisha Gambell (29)
      Solicitor

    • I have had the pleasure of dealing with Ron and have found him to be both knowledgeable and sincere. He is someone that believes that if you do the right thing by people they will do the right thing by you. I would not hesitate to recommend Ron to people that are looking for someone to provide them with an ethical outcome

      Mario Z (32)
      Accountant

      Logo

      Follow us

      Check out our social media pages for more updates from RP Wealth Management