It doesn’t matter what your bank balance is.  Seeking financial advice is about educating and empowering you, by providing solutions that could lead to improved outcomes. Most people know where they want to be financially, they just need the right advice and how to get there.

Get in touch with us here

personal planning

It’s important to know what you own and what you owe



Make sure you have the right ownership structure and key people in place



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. 

Our friendly and helpful advisers will take you through our simple process to help get you financially on track

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!

Source: Research by the Commission for Financial Capability and Horizon Research for the Financial Services Council

Proactive Service

“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

Financial Education

“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

Amazing team

“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

Financial Recommendations

“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

Investment Expert

“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.”

Glenn Wilson - Director - Jarden Wealth Management Adviser

Insurance Expert

” 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

Ethical Advice

“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

Future Focus

“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.”

Jude Clark - Estate Agent - Ray White Real Estate

Feel organised

A massive thank you to you for holding our feet to the fire and providing so much assistance.  It feels good to have purged some clutter and can’t believe how much better I feel with my income now protected.

Angela McFetridge - Design Lead - Beef and Lamb NZ