Comprehensive options on financial advice from a qualified and experienced team
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. All of RIVAL Wealth’s practising advisers are members of Financial Advice New Zealand and/or Insurance Brokers Association of 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.

Tim Fairbrother BCA, BTSM, PFP
Authorised Financial Adviser & Certified Financial Planner

Carissa Fairbrother
Authorised Financial Adviser

Simon Moor CPA, Bcom
Senior Chartered Accountant

Jenny Griffith
Authorised Financial Adviser

Rox Carlsen
Authorised Financial Adviser

Regan Sherriff
Registered Financial Adviser

Donna Hintz
Registered Financial Adviser

Roleen Gibbon ANZIIF (SNR Assoc) CIP
Registered Financial Adviser

Anna Schofer
Head of Operations

Brett Tulloch
Investment Research Analyst

Nikki Monaghan
Investments Liaison

David Mills
Client Service Liaison

Dionne Johnstone
General Insurance Liaison

Emma Heffernan
Compliance Manager

Pam Blackburn
Marketing Manager

Anita Cooper
Underwriting Manager

Jen Maxwell
New Business & Claims Specialist

Carmel Balks
Client Liaison

Manda Thornton
General Account Manager