Expert financial advice for you or your business

“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 process.”

Marcus Morrison – Director – K3 Consulting

“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 – Client Portfolio Manager – First NZ Capital

“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 action!!”

Barbara Kendall – Olympic Athlete

“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

“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

“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 met.”

Clayton Coplestone – Director – Heathcote Investment Partners

“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 help.”

Jude Clark – Estate Agent – Ray White Real Estate

“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 – Owner – Masterton Stihl Shop

“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 – Pool Projects

“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 – Estate Agent – Property Brokers

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. Our Authorised and Registered Financial Advisers can help you map out your financial situation.

Financial planning market leaders

2017 – Finalists in the Wellington Gold Awards (Team Gold category)
2016 – Finalists in the Wellington Gold Awards (Emerging Gold category)
2012 – First business in NZ to achieve IDS compliance audit approval
2012 – KiwiSaver practice of the year runner up (Grosvenor New Zealand Awards)
2010 – Top young gun (Newpark Financial Services Conference)

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. We’ll help you to work smarter and provide complete financial planning services for individual, business and rural clients in investment, KiwiSaver, insurance, ACC advice, lending advice and succession planning.

0800 4 RIVAL | 0800 474 825

0800 4 RIVAL | 0800 474 825

Expert financial advice for you or your business

Financial health check

Financial planning market leaders

Smart financial advice