Expert Financial Advice for You or Your Business
Jude Clark – Licensed Real Estate Salesperson at Leaders in Real Estate
David Ross – Property Brokers
Clayton Coplestone – Director at Heathcote Investment Partners
Jo Parker – Good Mood Company
Jeremy Sharp – Hire Shop, Masterton
Josh Byers – Marketing Manager at Konica Minolta
Alistair McLennan – Director – Moore Stephens Markhams Wairarapa
Glenn Wilson – Private Client Portfolio Manager – First NZ Capital
Syd Morgan – The Hive
Meg Speirs – Director Infinite Landscapes
Ray Spencer – Kiwi Livestock
Chris & Angela Parker
Jason Osborne – Osborne Group
Jono White – Head of People & Culture Delivery – New Racing Board
The Team at RIVAL Wealth
We assist clients to be financially successful through educated decisions, which create, protect and grow wealth.
Financial Health Check
How’s the state of your financial health? Download, print, and fill out the Financial Health Check to instantly know the state of your financial affairs.
Financial Advice is getting people in comfortable positions to achieve their financial goals, and our Authorised or Registered Financial Advisers can help you map out your financial situation.
Financial Planning Market Leaders
- 2009 – Tower compliance audit (highest score in NZ 98%)
- 2009 – First financial planning business in NZ to have ACC access online
- 2010 – Top Young Gun (Newpark Financial Services Conference)
- 2012 – First business in NZ to achieve IDS Compliance Audit Approval
- 2012 – KiwiSaver Practice of the Year Runner Up (Grosvenor New Zealand Awards)
Smart Financial Advice
Most people have the knowledge about everything we discuss already, but they need to have the right structure to implement it.
We give advice on the best tools and processes to work smarter and provide complete financial planning services for individual, business and rural clients in investment, KiwiSaver, insurance, ACC advice, and succession planning.