Financial advice that grows with you

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

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.

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.

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”

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”

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”

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.

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.

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”

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”

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”

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”

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.

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.

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”

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.

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”

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.

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”

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”

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”

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.