Posts Tagged ‘wealth accumulation’

The difference between health and life insurance

You have worked hard for the life you love, so it’s important to understand the best way to protect it. Health
Insurance and Life Insurance are two options that you may be considering, and trying to work out if they are right
for you. Here we look at both types of insurance, how they differ and how they may work together.

What is life insurance?

Tips to prepare you for tax time

Tax time can feel stressful, but there are simple things you can do to make filing your return feel less daunting
when the time comes around. Here are some of the steps you can take all year round to help you prepare for tax
time.

Five things to update when you change roles or increase pay

Landing a new job is an exciting time that offers new opportunities, challenges and often a change in your financial circumstances. We look at the aspects of your finances that may need to be reviewed when you start a new job.

Changes to insurance through super in April

Recent legislative changes have affected the way many Australians are provided with life insurance through superannuation (super). We outline what’s changed so you can understand if you’re likely to be impacted.

When it comes to ‘life admin’, there’s often a lot to keep on top of.

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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

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