PROTECT YOUR WEALTH
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 personal insurance you actually need.
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
Finding the right level of risk you’re comfortable with and matching that with the right personal insurance is how RIVAL Wealth can help. By taking you through our award-winning process, you’ll identify what is important to you. We listen and design a tailored plan that is unique to you and your needs. 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.
What people are saying about our service
“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!” “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” “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” “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” “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” “Tim is proactive and provides a balanced perspective to maximise your portfolio. A wealth of knowledge.… Read more “Investment Expert” 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” “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” ” 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” 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… Read more “Feel organised” “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” “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”Review time!
Ethical Advice
Financial Recommendations
Future Focus
Amazing team
Investment Expert
Wealth of knowledge
Financial Education
Insurance Expert
Feel organised
Charity investment
Proactive Service
Our team is proud of the business awards we have received
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