PROTECT YOUR WEALTH

This is about having peace of mind that you and your family are sorted no matter what happens.  Life is a journey and everyone has different needs, but because our advice is impartial, we’ll only tell you what you need. 

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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 so you know you and your family will cope with anything unexpected.   This is just the beginning, as once you’re part of the RIVAL Wealth family, we’ll check your progress so you achieve a healthy and successful financial future.

 

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

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

Insurance Expert

“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”

Ray Spencer - Director - Kiwi Livestock

Financial Security

“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”

Jess & Ronnie - Clients - Wairarapa

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

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

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

Feel organised

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 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

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