360° RIVAL Wealth Discretionary Portfolios – Balanced Investor
Balanced Investor – Fixed Interest Portfolio: Investing in a New Zealand fixed interest portfolio can be a strategic move for investors seeking asset stability, ongoing income, and wide diversification. This portfolio has had a strong ESG screen part across it.
Balanced Investor – Equity Portfolio: Investing in a New Zealand equity portfolio offers a compelling mix of long-term growth potential, sector diversification, and exposure to a resilient local economy.
Why choose RIVAL Wealth?
RIVAL Wealth is an award-winning financial advice firm, established in 2008 during the Global Financial Crisis. We’ve built a reputation for integrity and results, qualities that matter when you’re making significant investment decisions tied to residency.
Our awards reflect our commitment to quality advice, ethical standards, and inclusive service. For clients, it means working with a team that’s not only experienced but also recognised for doing things properly.
A boutique financial advice business
RIVAL Wealth has deep roots in the New Zealand financial system and we offer a high level of personalised service. When you work with us, you deal directly with the people making the investment decisions. We hold a Discretionary Investment Management Services (DIMS) licence, which gives RIVAL Wealth the ability to actively manage investments in line with the client’s agreed strategy, helping ensure timely decisions and portfolio responsiveness.
An independent custodian holds all client funds, RIVAL Wealth will never handle your money directly. Beyond investment advice, we offer support across business and home insurance, health and life cover, and retirement planning. Our advisers understand the full financial landscape, helping you settle confidently into New Zealand life.
Ready to explore the Active Investor Plus Visa opportunity?
Our experienced investment team is here to support you every step of the way. Whether you’re targeting the Growth or Balanced investment category, we’ll work with you to build a portfolio of acceptable investments that aligns with your goals and meets Immigration New Zealand’s and New Zealand Trade and Enterprise’s criteria. Whether you’re ready to apply or just want to explore your options, our experienced team is here to help. Use the form below to get in touch, and one of our advisers will be in contact to guide you through the next steps.
Our commitment to ESG
We believe that smart investing isn’t just about returns, it’s about responsibility. That’s why Environmental, Social, and Governance (ESG) principles are woven into how we operate and the opportunities we present to our clients. New Zealand is known for its natural beauty, strong communities, and transparent business culture. ESG investing helps protect and enhance these strengths. It’s not just a global trend, it’s a local necessity.
Eligibility criteria
To view the full eligibility criteria, investment requirements, and application process for the Active Investor Plus Visa, please visit the official websites of Immigration New Zealand and the New Zealand Trade and Enterprise using these links.
