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Financial advice is not about how much money you have, but about making your money work smarter

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What people are saying about our service

Ethical Advice

“Tim is an example of a dedicated and highly ethical financial adviser. I believe that he is one of the highest calibre financial advisers whom we have… Read more “Ethical Advice”

Clayton Coplestone - Director - Heathcote Investment Partners

Review time!

“Love love loved that meeting! Thank you! You would be proud of us! We have upped mortgage payments already and have worked out all our expenses and incomings’… Read more “Review time!”

Start of an email from a client who has been with us for years, the benefit of having a review meeting!

Amazing team

“RIVAL Wealth has the most approachable and common sense personal financial advice, we have seen for our clients.  They do not product push; they listen and advise from a market leading… Read more “Amazing team”

Marcus Morrison - Director - K3 Consulting

Wealth of knowledge

Rox Carlsen financial adviser

I highly recommend Rox. She draws on a wealth of knowledge to give you sensible, smart advice about insurance, income protection, investments and saving for retirement. All tailored to your specific situation. She translates the overwhelming and jargon-heavy, explaining the rationale behind her recommendations to help you feel at… Read more “Wealth of knowledge”

Hannah Lawrence - Copywriter - Transcreator

Proactive Service

“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… Read more “Proactive Service”

Meg Speirs - Owner - Pool Projects

Investment Expert

“Tim is proactive and provides a balanced perspective to maximise your portfolio. A wealth of knowledge.… Read more “Investment Expert”

Josh Byers - Marketing Manager

Insurance Expert

” Jen has been our Insurance Broker since the beginning, and the old saying “if it ain’t broke don’t fix it” couldn’t be truer.  Jenny has been available 24/7 from a very demanding client!  Her service is exemplary and we continue to enjoy and great working… Read more “Insurance Expert”

Ray Spencer - Director - Kiwi Livestock

Financial Recommendations

“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… Read more “Financial Recommendations”

Jeremy Sharp - Owner - Masterton Stihl Shop

Future Focus

“RIVAL Wealth have provided us with some great tools to plan and manage our finances for our future goals. The efficient team follow up and make sure that we are on track. I would recommend Tim and RIVAL Wealth if you need direction and… Read more “Future Focus”

Jude Clark - Estate Agent - Ray White Real Estate

Charity investment

“We have used RIVAL Wealth for a number of years now and we are very happy with the service and management of our funds. Their team are professional, kind, caring and being locals, we get to work closely with them when needed. We trust that our funds are being managed and looked after which is incredibly important for our charity. We value the information evenings, yearly reviews and regular communications on what is happening in the market and what impact this has on our investments. We have no hesitation in recommending RIVAL Wealth”.… Read more “Charity investment”

Amber Arkell - Centre Manger Wairarapa Cancer Society

Financial Education

Carissa Fairbrother financial adviser

“Carissa does an amazing job of educating her audiences about the complex world of finances. She simplifies the information and motivates and inspires you to take… Read more “Financial Education”

Barbara Kendall - Olympic Athlete - New Zealand

CREATE YOUR WEALTH

Knowing where your money goes

PROTECT YOUR WEALTH

Peace of mind you have the right things covered

GROW YOUR WEALTH

Making your money work for you

Are you challenged by your finances?

While some people think seeking financial advice is a luxury service, it's quite the opposite. Your bank balance doesn't need to determine your success as we will help you create a realistic plan so you can achieve your financial goals and take the emotion out of important decisions. RIVAL Wealth listen and understand life and we'll guide you through each step to a healthy financial lifestyle. That's why our passion is to assist clients to be financially successful through educated decisions, which create, protect and grow wealth

Our team is proud of the business awards we have received

Our awards - financial advice services

Frequently asked questions

Many people are unsure if they need financial advice

Take a tour of our media page

You'll find helpful tips, advice and media interviews

RIVAL Wealth eNews

Sign up for our quarterly eNews. You'll be kept in the loop with loads of helpful information, short videos, refreshing articles and riveting top tips!

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