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Knowledge Hub

Knowledge Hub

Financial advice that grows with you

 

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

 

 

Get in touch here

Are you asking the right financial questions?

Are you making the most of your KiwiSaver? Will your retirement savings be enough? Are your investments still right for you? Could you be paying for insurance you no longer need?

If you’ve asked yourself any of these questions, you’re not alone. These are the kinds of conversations we have with clients every day. At RIVAL Wealth, we help New Zealanders make informed decisions about KiwiSaver, investments, insurance, and retirement planning, providing advice tailored to their goals and circumstances.

Get in touch here

Common financial advice FAQs

What does a financial adviser do?

A financial adviser helps you make informed decisions across all aspects of your finances, from KiwiSaver and investments to insurance and retirement planning. It is about understanding your situation, working through your options, and giving you the confidence to move forward with a plan that fits your life.

How much does financial advice cost?

There is no cost for an initial conversation, so you can speak with a financial adviser and understand how we can help without any obligation. In many cases, our advice does not involve direct fees, and where fees do apply, they are often rebated if recommendations are implemented. We will always explain any fees or commissions clearly before you make a decision, with full details outlined in our Financial Advice Provider disclosure statement located here. 

CREATE YOUR WEALTH

Knowing where your money goes

Take the first step here

PROTECT YOUR WEALTH

Peace of mind you have the right things covered

Discover what you need

GROW YOUR WEALTH

Making your money work for you

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Financial wellbeing workshops for your team - find out more here
Click here for more information about RIVAL Wealth

I was nervous initially contacting for advice but the process was supportive, and with excellent communication, I felt heard and that my individual needs were considered. I feel secure knowing I now have the correct… Read more “Supportive process”

Karen

About 8 years ago Tim talked to Jan and I about the ‘Big picture’ of investing and building wealth when we were still in struggle mode and growing our business through some really tough times and I thought we would never be… Read more “Big picture”

Stu & Jo

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
Owner - Pool Projects

I have always had a positive experience dealing with RIVAL Wealth over the last decades for insurances and financial guidance. They have been very responsive and helpful during the aftermath of cyclone Hale and made… Read more “Positive experience”

Marquerite

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

Josh Byers
Marketing Manager 

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 incoming.

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

I love working with Carissa, she’s fun, knowledgeable and relatable – she has a great way of explaining complex (and sometimes dry!) topics. I feel peace of mind knowing that we have our house in… Read more “Knowledgeable and relatable”

Rebecca Greaves

I just had a call from my life insurance company. They wanted to check in and see how I was doing, remind me of some benefits I haven’t claimed yet, and also that I don’t… Read more “Helpful and caring”

Chelfyn Baxter

Thank you for the information. It was a pleasure speaking with you as well. I’m feeling more comfortable making decisions with you in my court.

Dean Barnes

RIVAL Wealth has been invaluable in guiding us toward financial security. Their knowledgeable team has efficiently helped with our finances and explained a wide range of insurance options, including health, life, house, car, and contents… Read more “Invaluable guidance”

Megan & Michael

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

RIVAL Wealth has 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… Read more “Future focus”

Jude Clark
Estate Agent - Ray White Real Estate

I really do appreciate all that you do for us more than I can properly say. It’s such a relief to have things taken care of.

Dionne

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

Really want to thank you for everything you and your team have done for me. There have been a few claims (argh!) and they’ve never been a problem to work through with you guys. I’ve… Read more “Making things simple”

Anonymous

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 - New Zealand

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… Read more “Wealth of knowledge”

Hannah Lawrence
Copywriter - Transcreator

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… Read more “Charity investment”

Amber Arkell
Centre Manger - Wairarapa Cancer Society

It’s really cool having once been ‘on the team’ to now feeling supported as a client by the team at RIVAL Wealth. Future me thanks you sincerely. I know there are still so many Kiwis… Read more “Future me thanks you”

Regan

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… Read more “Insurance expert”

Ray Spencer
Director - Kiwi Livestock

I like the way RIVAL Wealth realise the importance of ongoing reporting to their clients, both online and through in-personal meetings; this latter human touch is so rare these days, and makes all the difference.

Richard

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

We are proud to have been recognised through a number of business and industry awards over the years. We see these as a reflection of the work we do alongside our clients and the relationships we build over time. That recognition means a lot to us, while our focus remains on doing the right thing for our clients and helping them move forward with confidence.

RIVAL Wealth business awards

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