wealth accumulation Archives - RP Wealth Management

Tag: wealth accumulation

When is the right time to invest in property?

Bite-sized basics_ What is GDP, and how to explain it to friends and walk away looking like an economics genius_

What is GDP, and how to explain it to someone if they ask you?

management_investment_risk_money_management_wealth_accumulation_planning_tracking_rpwm

9 ways to manage investment risk

Helping your children become financially literate

What is probate and why is it important for you?

gambling_investing_interest_profit_money_management_wealth_accumulation_protection_risk_market_rpwm

Are you investing or gambling?

Pros & cons of leveraging your home equity for investment

property_crash_loan_debts_mortgage_interestrates_finances_rpwm

Are we heading for a property crash?

shares_than_numbers_on_screen_shareholders_investment_wealth_management_accumulation_rpwm

There’s more to shares than numbers on a screen

What Clients Are Saying About Our Financial Planning Services

I had the pleasure of meeting Ronald for my first consultation and he explained everything step by step to myself whi has no financial/investing experience.I was terrified of making a move to seek financial advise and he simplified it for me the best he could and left me with comfort in making the right decision by approaching RP wealth management. I'm excited for the journey ahead of taking control of my finances.Thanks again Ronald

Shadia Haoui

02:43 16 Aug 23

I would recommend the team at RP Wealth management to anyone looking at getting their personal insurances sorted and financials planning in order. Ron and Sedat are proactive with their approach and are a wealth of knowledge. Thankyou team

Pat Zarzour

11:15 09 Aug 23

Ronald is a very experienced Financial Advisor and very professional. Nothing is a trouble for him he goes over and above always being patient and explaining everything that is required for the client in their best interests. He is so knowledgeable and his presentations are amazing well set out and easy to understand. So glad we were referred to him he has helped myself and husband so much. 5 Stars for sure thanks Ronald.

Nicole Ferraro

08:23 24 Jul 23

4 months ago I sought out advice on financial security, investments and retirement. At my 1st consultation I found Ron to be welcoming, friendly and professional. He was honest and upfront about the services he offered.Since then Ron and I have discussed options and strategies, combining my current financial situation and superannuation. His expertise, knowledge and access to a broad range of financial products helped in developing a personal customised plan.I'm very happy to recommend RP Wealth Management Ron and his team. They get 2 thumbs up from me.Thank you Ron for your support and guidance. I look forward to your continual advice in the future.

Shirley McNicol

14:23 17 Jul 22

Great team, very helpful.Ronald always goes out of his way to assist with any questions I have and there is constant engagement, great reporting and a real sense of the team being there to support and help you. I must admit I was sceptical about seeing a financial advisor, I had worried I was going to meet with some slick salesperson interested in cashing in on my inexperience and trying to sell me a bunch of things I didn't really need. Ronald was the complete opposite to this, he has been open and honest and genuinely interested in our goals, we will not be changing, and we will be sticking with the team at RP Wealth Management.

Justin Read

00:02 30 Mar 22

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

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 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 Lanzendorfer

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

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

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.

Dee Bee

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

We've Been Featured In