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.

Get in touch with us here

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

Charity investment

“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”.… Read more “Charity investment”

Amber Arkell - Centre Manger Wairarapa Cancer Society

Financial Education

Carissa Fairbrother financial adviser

“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… Read more “Financial Education”

Barbara Kendall - Olympic Athlete - New Zealand

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… Read more “Insurance Expert”

Ray Spencer - Director - Kiwi Livestock

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… Read more “Future Focus”

Jude Clark - Estate Agent - Ray White Real Estate

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… Read more “Amazing team”

Marcus Morrison - Director - K3 Consulting

Review time!

“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 incomings’… Read more “Review time!”

Start of an email from a client who has been with us for years, the benefit of having a review meeting!

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… Read more “Financial Recommendations”

Jeremy Sharp - Owner - Masterton Stihl Shop

Investment Expert

“Tim is proactive and provides a balanced perspective to maximise your portfolio. A wealth of knowledge.… Read more “Investment Expert”

Josh Byers - Marketing Manager

Wealth of knowledge

Rox Carlsen financial adviser

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… Read more “Wealth of knowledge”

Hannah Lawrence - Copywriter - Transcreator

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… Read more “Ethical Advice”

Clayton Coplestone - Director - Heathcote Investment Partners

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… Read more “Proactive Service”

Meg Speirs - Owner - Pool Projects

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

Our awards - financial advice services

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