“I’m immensely proud to provide people with knowledge and skills, assisting them towards a healthy and successful financial future.”
Carissa has a wealth of financial experience; she began her career in Wellington working with the largest insurance brokerage in New Zealand, Crombie Lockwood as an Insurance Broker in 2001. Carissa then travelled with her husband Tim to Ireland in 2005, where she established the Insurance Services desk for a European recruitment company.
On her return to New Zealand in 2008, Carissa & Tim set up their Financial Advice Business – RIVAL Wealth. Carissa has been practicing as an impartial financial adviser ever since and is a member of the Institute of Financial Advisers. Carissa is an established and entertaining Key Note Speaker and you’ll frequently see her at numerous events held throughout New Zealand. Along with a busy successful working life, Carissa manages to juggle 3 young children.
Carissa’s areas of expertise focus on specialist business insurance planning, ACC, and personal risk management.