CREATE YOUR WEALTH THROUGH FINANCIAL PLANNING
Seeking financial advice is about educating and empowering you by providing solutions that could lead to improved outcomes and help create your wealth. Most people know where they want to be financially, they just need the right advice and a roadmap to get there. Whether you are managing your personal finances, growing a business or planning for the future of your farm, our team can help you take the next step.
What type of financial planning are you looking for?
Most people have an idea of what they want to achieve financially. The challenge is knowing how to get there. Financial planning helps bring everything together, giving you a clearer picture of where you are today, where you want to be, and the practical steps that can help you move forward with confidence.
Whether you are looking to improve your personal finances, grow your business, or plan for the future of your farm and family, having a clear plan can help you make informed decisions and stay focused on what matters most.
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
What is personal financial planning?
Everyone has different financial goals, income levels and financial commitments. Personal financial planning is about understanding where you are today and making informed decisions about where you want to be in the future.
It can be difficult to make progress until you have a clear picture of your current financial situation and feel in control of your money. Whether your goal is to reduce debt, build savings, grow your KiwiSaver, invest for the future or prepare for retirement, having a plan can help you stay focused and on track.
What is business financial planning?
Business ownership comes with opportunities, responsibilities and risks. From managing cash flow and protecting key people to planning for future ownership changes, having a clear plan can help your business remain resilient when circumstances change.
Whether you are focused on growth, succession planning or protecting the value of what you have built, taking time to review your business structure and future plans can help reduce uncertainty and support better decision making.
What is rural financial planning?
Farming often involves balancing family, business and lifestyle decisions, sometimes across multiple generations. Rural financial planning is about helping protect what you have worked hard to build while creating a pathway for the future.
Succession planning is one of the most common topics we discuss with farming families. Questions around retirement, ownership, debt, cash flow and what comes next for the farm can be complex and emotional. Having a plan in place can help provide certainty and support everyone involved.
Why people choose RIVAL Wealth
Business awards
We are proud to have been recognised through a number of business and industry awards over the years. We see these as a reflection of the work we do alongside our clients and the relationships we build over time.
That recognition means a lot to us, while our focus remains on doing the right thing for our clients and helping them move forward with confidence.
RIVAL Wealth eNews
Sign up for our quarterly eNews. You'll be kept in the loop with loads of helpful information, short videos, refreshing articles and riveting top tips!
