ARE YOU LOOKING FOR INVESTMENT ADVICE?
Everyone has a different view on how much risk they’re comfortable taking with their investment portfolio. To understand what type of investor you are, complete our risk profile questionnaire. It helps us tailor an investment planning service that fits your appetite for risk, whether you’re conservative, balanced, or growth-focused. Our experts are here to provide straightforward, personalised investment advice.
Not so keen on fluctuations?
A conservative investor suits someone who is not so keen on seeing their investment move up and down. They may rely on a regular income from their investment and are prepared to accept lower returns. Investments will be mainly be fixed interest bonds, with a limited exposure to property and shares.
Middle-of-the-road investors
Balanced investors tend to suit someone who can tolerate more moderate movements in their investment. These investors do have a long-term strategy but are comfortable with a bit more risk. Their portfolio will generally consist of a range of property, shares and fixed interest bonds.
The sky is the limit
A growth investor suits someone that is willing to adopt a significantly higher level of risk. They are generally in search of potentially higher returns over the long term. Their investments will mostly be in property and shares, with a small exposure to fixed-interest bonds.
Meet our friendly investment team
Experts who help shape your investment portfolio
Your investment journey matters. Our qualified financial advisers and experienced support team will guide you through every step of building your investment portfolio.
It starts with a conversation. One of our advisers will take the time to understand your goals, your values, and what you want to achieve. From there, we’ll create a personalised investment plan which is clear, practical, and tailored to your needs.
You’ll have time to review our recommendations and decide what you’d like to move forward with.
Once you become a client, you’ll receive regular reporting, ongoing communication, and 24/7 access to view your investment portfolio online.
All research and investment administration is completed in-house at RIVAL Wealth HQ. We also use an independent custodian to hold client funds. RIVAL Wealth never handles your money directly.
Why choose an investment planning service like ours?
Confidence, transparency, and support at every stage
Choosing the right investment planning service isn’t just about returns. It’s about trust, transparency, and knowing you have a team who genuinely cares about your financial future. At RIVAL Wealth, we combine expert investment advice with ongoing support, so you always feel informed and in control. Whether you’re just starting out or refining an existing investment portfolio, we’re here to help you make confident, well-informed decisions.
Tim Fairbrother, Anna Schofer, Rox Carlsen, Daryl Buckingham, Sean Folan, Brett Tulloch, Fiona Matthews, Kelly Phillips, and Emma Jane Wing
Tim Fairbrother & Daryl Buckingham
RIVAL Wealth offers an Investment Planning Service
Making timely decisions for your investment portfolio
This service allows you to authorise your adviser to make buy and sell decisions about your investment portfolio on an ongoing basis. By using our Investment Planning Service, you don’t have to approve every decision we make on your behalf, which can affect the timeliness of investment decisions. However, we keep you informed when we make these decisions, so you have the ability to counter your advisers’ decisions.
RIVAL Wealth is licenced by The Financial Markets Authority (FMA).
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