At RP Wealth Management, we work with you to build a plan for your financial affairs just as you would when building a house. You wouldn’t build a house without a blueprint and the same can be said with your finances. We review your position through a financial gap analysis which looks into your cashflow whether it be for business or personal, retirement benefits, assets/liabilities, risk management strategy and helping to identify your goals and objectives and how we can help you reach them.

We provide you with an analysis of your situation and areas of concern as well as potential opportunities to help you moving forward. In the first meeting we will discuss our services, process, potential fees and next steps should you wish to go ahead with any advice options.

As a special offer- To those booking in an initial meeting through Good Trades, we will offer the first meeting and gap analysis at no cost(Saving of $440) which will go through areas as mentioned above and provide you with a summary of action points and next steps. If you proceed to engage in our services, we will offer a further 10% off any quoted fees which will dependant on the areas of advice sought and complexity of advice.

Contact Ronald Directly either by phone and show special discount code displayed on this page to be granted this discount.