This is about having peace of mind that you and your family could financially cope if the unexpected happens.  Life is a journey and everyone has different needs, but because our advice is impartial, we’ll only recommend you what you actually need.

Get in touch with us here

if you lost your greatest asset

What would happen if you could no longer earn an income? 


flexibility to manage health

You do have options to help you to get back to work quicker.


if a loved one passed away

Would those you leave behind financially cope if you were no longer here? 


Life comes with risk – it’s just a fact

However, finding the right level of risk you’re comfortable is how RIVAL Wealth can help.  By taking you  through our award winning process, you’ll identify what is important to you, and then we’ll design a tailored plan just for you. However, this is just the beginning! Once you’re part of the RIVAL Wealth family, we’ll keep in regular contact to check if anything has changed in your life and recommend tweaks to your plan if needed.


RIVAL Wealth make the complicated world of insurance into simple easy to understand language

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

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

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

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

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

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

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

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