CREATE YOUR WEALTH
Seeking financial advice is about educating and empowering you, by providing solutions that could lead to improved outcomes and create your wealth. Most people know where they want to be financially, they just need the right advice and a roadmap on how to get there. At RIVAL Wealth, we are committed to transparency, integrity, and excellence in everything we do. We believe that by providing you with the right tools and knowledge, you can make confident decisions that will help you achieve your financial dreams. Our goal is to empower you to take control of your financial future and create your wealth with confidence.
Personal Planning
It’s important to know what you own and what you owe
BUSINESS PLANNING
Make sure you have the right ownership structure and key people in place
FARM PLANNING
Design the future you want for your farm and your family
What people are saying about our service
Carissa is very reliable and easy to relate to. I am most grateful to her for the sound financial recommendations she offered, and have and will continue to recommend her services: Jeremy Sharp – Owner – Masterton Stihl Shop RIVAL Wealth has the most approachable and common sense personal financial advice, we have seen for our clients. They do not product push; they listen and advise from a market leading process: Marcus Morrison – Director – K3 Consulting The team at RIVAL Wealth took the time to review our business in order to understand what specifics were required before presenting us with their recommendations. They were always proactive and provided comprehensive support: Meg Speirs – Owner – Pool Projects Jen has been our Insurance Broker since the beginning, and the old saying “if it ain’t broke don’t fix it” couldn’t be truer. Jenny has been available 24/7 from a very demanding client! Her service is exemplary and we continue to enjoy and great working relationship: Ray Spencer – Director – Kiwi Livestock Tim is an example of a dedicated and highly ethical financial adviser. I believe that he is one of the highest calibre financial advisers whom we have met: Clayton Coplestone – Director – Heathcote Investment Partners Tim is proactive and provides a balanced perspective to maximise your portfolio. A wealth of knowledge: Josh Byers – Marketing Manager Carissa does an amazing job of educating her audiences about the complex world of finances. She simplifies the information and motivates and inspires you to take action: Barbara Kendall – Olympic Athlete – New Zealand We have used RIVAL Wealth for a number of years now and we are very happy with the service and management of our funds. Their team are professional, kind, caring and being locals, we get to work closely with them when needed. We trust that our funds are being managed and looked after which is incredibly important for our charity. We value the information evenings, yearly reviews and regular communications on what is happening in the market and what impact this has on our investments. We have no hesitation in recommending RIVAL Wealth: Amber Arkell – Centre Manger Wairarapa Cancer Society. I highly recommend Rox. She draws on a wealth of knowledge to give you sensible, smart advice about insurance, income protection, investments and saving for retirement. All tailored to your specific situation. She translates the overwhelming and jargon-heavy, explaining the rationale behind her recommendations to help you feel at ease: Hannah Lawrence – Copywriter – Transcreator RIVAL Wealth has provided us with some great tools to plan and manage our finances for our future goals. The efficient team follow up and make sure that we are on track. I would recommend Tim and RIVAL Wealth if you need direction and help: Jude Clark – Estate Agent – Ray White Real Estate Love love loved that meeting! Thank you! You would be proud of us! We have upped mortgage payments already and have worked out all our expenses and incoming: Start of an email from a client who has been with us for years, the benefit of having a review meeting! Thank you for the information. It was a pleasure speaking with you as well. I’m feeling more comfortable making decisions with you in my court: Dean Barnes Financial Recommendations
Amazing team
Proactive Service
Insurance Expert
Ethical Advice
Investment Expert
Financial Education
Charity investment
Wealth of knowledge
Future Focus
Review time!
Wealth of knowledge
What does create your wealth actually mean?
Create your wealth is about financial planning, which means having a clear path or roadmap so you and your family will cope with unexpected situations that life can throw. A financial plan gives you direction and solutions so you can achieve your financial goals - no matter how big or small they may be.
Did you know...
There's only 50% of Kiwis have a valid Will in place. Only 15% of working NZ have their income protected.
Source: Research by the Commission for Financial Capability and Horizon Research for the Financial Services Council
Our team is proud of the business awards we have received
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