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.

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

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

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

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

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

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

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!

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

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

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 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

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

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

Our team is proud of the business awards we have received

Our awards - financial advice services

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