Comprehensive options on financial advice from a qualified and experienced team

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“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 RIVAL Wealth process.”

Marcus Morrison – Director – K3 Consulting

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“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

RIVAL Wealth was established in 2008 with a unique approach to financial planning – providing a personalised service tailored to the financial objectives of the client. The years since has seen RIVAL Wealth rapidly grow in clients, half of whom live outside the Wairarapa, from individuals to national corporations. The business is impartial, providing financial planning security in partnership with some of the world’s leading financial service providers, and all of RIVAL Wealth’s experienced advisers are members of Financial Advise New Zealand. These qualified advisers have a range of skills to suit anyone’s needs, supported by a great team all very focused on the vision of RIVAL Wealth – giving people the confidence to make smarter financial decisions to get them good outcomes.

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Tim Fairbrother BCA, BTSM, PFP

Authorised Financial Adviser & Certified Financial Planner

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Carissa Fairbrother

Authorised Financial Adviser

 

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Simon Moor CPA, Bcom

Senior Chartered Accountant

 

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Jenny Griffith

Authorised Financial Adviser

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Rox Carlsen

Authorised Financial Adviser

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Regan Sherriff

Registered Financial Adviser

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Donna Hintz

Registered Financial Adviser 

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Roleen Gibbon ANZIIF (SNR Assoc) CIP

Registered Financial Adviser

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Anna Schofer

Head of Operations

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Brett Tulloch

Investment Research Analyst

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Carmel Balks

Investments Liaison

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David Mills

Client Service Liaison

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Anita Wilkie

New Business Specialist

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Laura Quin

Client Review Specialist

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Michelle Grenfell

Claims & Underwriting Manager

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Emma Heffernan

Compliance Manager

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Pam Blackburn

Marketing Manager

Comprehensive options, About Us Financial health check

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