Welcome to RIVAL Wealth’s third series examining the 9 fundamental steps we believe you need to take to achieve financial health. Each fortnight we discuss 3 fictitious case studies and recommend what options they should take on their financial journey. To read the...
Our second article focuses on what our 3 fictitious clients could do, so they achieve their desired financial outcomes. Renee wants to buy her first home, Warren and Judith would love to retire at 60 years, while Darryl and Christine have very high credit card debt....
The third step to financial health is to take a look at what fire and general insurance you do or don’t have. Sometimes you can be over insured! Make sure you have the right insurance cover that is fit for purpose. Enjoy reading this fortnight’s article on...
Did you know around 50% of Kiwi’s don’t have a will that’s up to date! If this is you, then please read on. In this article, Renee is struggling to decide guardianship for her twins, Warren and Judith are updating their enduring power of attorney and...
This fortnight we talk about the importance of protecting your income. Could you cope if you suddenly lost the ability to earn? ACC will cover you for an accident but what if you had an illness that prevented you from working for a long period of time? Make sure you...
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