Grow your wealth with investment planning that is tailored uniquely for you!
Get in touch with us hereWhat people are saying about our service
” 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” “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 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” 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” “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” “Tim is proactive and provides a balanced perspective to maximise your portfolio. A wealth of knowledge.… Read more “Investment Expert” “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” “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” “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” “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” 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”Insurance Expert
Ethical Advice
Financial Education
Wealth of knowledge
Proactive Service
Investment Expert
Amazing team
Financial Recommendations
Charity investment
Future Focus
Feel organised
investment planning
Deal with experts and take the stress out of making investment decisions
retirement investing
Create an income after your working life and not be afraid to spend it
kiwisaver investment
Become an informed investor for your future
Making investment decisions
There is a huge range of investment choices available and often this can be quite overwhelming and emotional to make good decisions. We firmly believe in giving clients long-term service, so our investment philosophy is to aim for consistent returns, with low monitoring fees. Our friendly investment team works closely with you and you deal directly with the people who make the investment decisions.
Diversification is a recommended strategy for investment planning. Our friendly and qualified experts will discuss your options to creating an income and growing your wealth.
What is ESG?
This stands for Environmental, Social and Governance (ESG). These refer to the three central factors for sustainability and the ethical impact of an investment. Every fund within our portfolios incorporates ESG considerations as part of their investment process. We believe that a considered and robust approach to ESG is a positive indicator of strategic thinking and long-term sustainability within a fund.
Our team is proud of the business awards we have received
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