Grow your wealth with an investment plan that is tailored uniquely for you!

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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 relationship.”

Ray Spencer - Director - Kiwi Livestock

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

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

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

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

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

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

Feel organised

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 protected.

Angela McFetridge - Design Lead - Beef and Lamb NZ

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

Make the right investment decisions 

There is a huge range of investment choices available and often this can be quite overwhelming and emotional to make good decisions.  RIVAL Wealth make the complicated world of investing much simpler and we have access to investment sectors that are not available to individual investors.

Not everyone has a lump sum of money to invest, so we offer tailored investment plans to suit your needs.  In fact, putting a regular amount away and building on an investment portfolio has many benefits.  By diversifying your investments, you can reduce the level of risk you could be exposed to.

 

Diversification is a good strategy for an investment portfolio. 

Our friendly and qualified experts will discuss your options to creating an income and growing your wealth