ARE YOU LOOKING FOR INVESTMENT PORTFOLIO ADVICE?
Everyone has a different view on how much risk they are willing to take with their investment portfolio. To find out what type of investor you are, complete our risk profile questionnaire. This will tell us your appetite for risk and if you’re a conservative, balanced, or growth investor.
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.
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
Your investment journey is very important. Our qualified financial advisers and experienced team will guide you through each step of creating your investment portfolio.
The first step is meeting with one of our expert advisers who will listen to understand your goals, get to know you and what you would like to achieve along your investment journey. From there, we’ll design a personalised investment plan which is easy to understand and explains in detail our recommendations.
You’ll then have time to decide on the next steps and what you want to proceed with.
When you become a client, you’ll receive comprehensive reporting and ongoing communications and can view your investment portfolio anytime online.
All our research and investment administration is completed in-house at RIVAL Wealth HQ. We employ an independent custodian to hold our client’s investment funds – RIVAL Wealth does not handle any client funds directly.
Tim Fairbrother, Anna Schofer, Regan Sherriff, Rox Carlsen, Daryl Buckingham, Carissa Fairbrother, Brett Tulloch, Nikki Monaghan and Fiona Matthews.
Tim Fairbrother & Daryl Buckingham
RIVAL Wealth offers an Investment Planning Service
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 do keep you informed when we make these decisions, so you do have the ability to counter your advisers’ decisions.
RIVAL Wealth is licenced by The Financial Markets Authority (FMA).
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