Expert financial advice for you or your business

“Aaron has the both the technical and people skills to quickly understand personal circumstances, and put forward insurance and investment strategies which reflect those individual needs.”

David Ross – Property Brokers

“Carissa is very reliable and easy to relate to. I am most grateful to her for the sound financial recommendations she offered, and have and will continue to recommend her services.”

Jeremy Sharp – Masterton Stihl Shop

“Of all the Financial Advisers I deal with at First NZ Capital, Tim rates as the most knowledgeable in investment matters; continually keeping up to date with market movements and trends.”

Glenn Wilson – Private Client Portfolio Manager – First NZ Capital

“Aaron, Carissa and the team at RIVAL Wealth have been amazing to deal with. I genuinely believe they’ve had my best interests at heart and have shown incredible patience and commitment throughout the process.”

Jo Parker – Good Mood Company

“Tim is proactive and provides a balanced perspective to maximise your portfolio. A wealth of knowledge.”

Josh Byers – Head of Marketing & Partnerships at Public Trust

“I deal with Jenny Griffith for my business & general insurance. As Jenny expertly explains the products I use and their function, I have no hesitation in recommending RIVAL Wealth to anyone in business.”

Ray Spencer – Kiwi Livestock

“We have found that Tim Fairbrother provides very sound advice to our clients in his areas of expertise. It is great to work with him as part of a team for the benefit of our clients.”

Alistair McLennan – Director – Moore Stephens Markhams Wairarapa

“We are happy to work with RIVAL Wealth in assessing our client’s ongoing needs for the services and products they provide.”

Syd Morgan – The Hive

“The team at RIVAL Wealth took the time to review our business in order to understand what specifics were required before presenting us with their recommendations. They were always proactive and provided comprehensive support.”

Meg Speirs – General Manger The Cat Walk Trust

“Aaron helped my wife and I with our growing family’s financial planning. He put in a lot of effort to bring to light relevant issues; to protect against risks, the need to plan for contingencies, and preparing for inevitable retirement.”

Chris & Angela Parker

“We have found that our clients don’t have to give a lot of their important time to RIVAL Wealth’s ACC process. They managed it completely.”

Jason Osborne – Osborne Group

“Tim is great at what he does. He brings a deep knowledge of insurance and financial planning expertise, but more importantly a true customer focus. His recommendations are fit for our circumstances.”

Jono White – Franchise Manager at MTF Mt Victoria