MAKING THE DECISION TO LEAVE THE INDUSTRY CAN BE CHALLENGING

Whether you are thinking about retiring, a career change or you’re finding the new financial advice regime too daunting, check out what RIVAL Wealth can offer.  We understand the challenge of making sure your clients are left in good hands and there is a seamless transition for your clients.

What our clients have to say about us

Our clients are surveyed annually, so we can gauge whether our service standards are in check.  In the most recent survey, all sectors rated us 9/10.  Another highlight was that 94% of those surveyed said they have a rainy day fund or are building up their fund.

What our industry thinks about us

Our team is very supportive and proud of the awards we have received over recent years.  The Best Customer Service Award from Insurance Business NZ and the Outstanding Adviser award from Financial Advice New Zealand, are just a couple to mention!

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A bit about RIVAL Wealth…

In 2008 during the Global Financial Crisis, we opened our doors for business.  Our team currently has 10 Financial Advisers with 14 support staff.  We offer an excellent work-life balance with flexible hours and an awesome family-friendly environment. 

Get in touch to catch up and find out more

You’ve worked hard to build your financial advice business and no doubt helped a lot of clients along their financial journey. If now is the right time to start the process of leaving your business, we’d love to hear from you. 

If you have questions or would like to chat with someone please fill out our form below. From there, we’ll be in touch and look forward to finding out a bit more about each other. 

 

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