CREATE YOUR WEALTH
It doesn’t matter what your bank balance is, seeking financial advice is about educating and empowering you. By providing you with solutions, leads to better outcomes as most people know where they want to be financially, they just need the right advice and how to get there.
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 does financial planning actually mean?
Having a clear path 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…… call us now!
“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!!” “Donna ticked all the boxes! Not only did she take the time to get a feeling for our current reality; time was taken to listen to our future dreams and aspirations and to genuinely get to know us. This is not her job…it’s her passion! We would highly recommend her… Read more “Financial Security” “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.” “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.” “RIVAL Wealth have 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.” “I have been dealing with RIVAL Wealth since its inception by Tim & Carissa Fairbrother in the Wairarapa. A key part of the original team was Jenny Griffith during the early days and still is. Jen has been our Insurance Broker since the beginning, and the old saying “if it… Read more “Insurance Expert” “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.” “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.” “Of all the Financial Advisers I deal with at Jarden, Tim rates as the most knowledgeable in investment matters; continually keeping up to date with market movements and trends.” A massive thank you to you for holding our feet to the fire and providing so much assistance, as it’s like pedalling through treacle trying to do this alone! It feels good to have purged some clutter and can’t believe how much better I feel with my income now protected. … Read more “Feel organised”Financial Education
Financial Security
Amazing team
Proactive Service
Future Focus
Insurance Expert
Financial Recommendations
Ethical Advice
Investment Expert
Feel organised
