How do I contact a financial adviser at RIVAL Wealth?
How to contact us
You can contact RIVAL Wealth in the following ways:
- Call us on 06 370 4441 or 0800 474 825 or
- Complete the contact form below or
- Visit our offices in Masterton, Wellington, or Auckland or
- Call us to book an online meeting anywhere in New Zealand
RIVAL Wealth is open Monday to Friday 9.00am to 5.00pm. Feel free to phone, email or call in to see us at RIVAL Wealth HQ.
Ready to speak to a financial adviser? Here’s what to expect.
We’ll connect you with one of our experienced financial advisers based on your location, goals, and how you prefer to meet. Whether you’re looking for financial advice near you or prefer the flexibility of online financial advice, we’ll make the process simple and personal.
Your first conversation is about you. What matters most, what you want to achieve, and what’s getting in the way. We’ll listen, ask the right questions, and help you explore how we can support you in protecting what matters to you. That might mean planning for the future, managing change, or simply getting more confidence in your financial direction.
Frequently asked questions
How do if find a financial adviser near me?
If you are looking for a financial adviser near you, it is often because something has changed or you are at a point where you need clearer direction. That could be a new stage of life, an unexpected event, or simply wanting to feel more organised and confident about your finances. Choosing a licensed adviser you can trust is important. RIVAL Wealth works with clients across New Zealand, offering both in-person and online meetings.
How quickly will a financial adviser contact me?
We aim to respond within one business day, with urgent enquiries prioritised where possible. You will hear from a member of our team who can guide your next steps.
Can I meet a financial adviser online?
Yes. We offer phone and online meetings across New Zealand, along with in-person meetings in Wairarapa, Wellington, and Auckland, so you can choose what works best for you.
What should I prepare before getting financial advice?
You do not need to prepare anything formal before your first conversation. It is helpful to have a clear idea of why you would like to speak with a financial adviser, whether that is feeling unsure about your next step, planning for a stage of life, or wanting to feel more organised. If you have any existing information, such as KiwiSaver balances, insurance details, or investment information, you can bring that along, but it is not required. We will guide you through the rest.
Contact us today by completing the form below
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We’re also proud members of Financial Advice New Zealand, supporting high standards of professionalism and ethics in financial advice.
RIVAL Wealth HQ
PO Box 59
2 Michael Street
Masterton 5810
Phone 06 370 4441 or 0800 474 825
RIVAL Wealth Wellington
RIVAL Wealth Auckland
Level 3
Candida Building
61 Constellation Drive
Auckland 0630
Referral Option
We love helping people on their financial journey. If you know a friend, family member or work colleague who could benefit from our advice, simply share their details with us and we will reach out to them.
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