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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 incoming.

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.

Tim is proactive and provides a balanced perspective to maximise your portfolio. A wealth of knowledge.

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.

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.

RIVAL Wealth has 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.

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.

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.

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 ease.

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.

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.

Thank you for the information. It was a pleasure speaking with you as well. I’m feeling more comfortable making decisions with you in my court.

I was nervous initially contacting for advice but the process was supportive, and with excellent communication, I felt heard and that my individual needs were considered. I feel secure knowing I now have the correct insurance portfolio for myself and my family thanks to Tash.

RIVAL Wealth has been invaluable in guiding us toward financial security. Their knowledgeable team has efficiently helped with our finances and explained a wide range of insurance options, including health, life, house, car, and contents insurance. Their service is always consistent, professional, and reliable.

About 8 years ago Tim talked to Jan and I about the ‘Big picture’ of investing and building wealth when we were still in struggle mode and growing our business through some really tough times and I thought we would never be in the position to take Tim’s big picture advice on, however since then we have grown the business and received an inheritance from my parents. Now we are working with Rival Wealth and have taken all the steps that he shared all those years ago…. it’s beginning to all make sense and appreciate the flexible and dedicated team at RIVAL Wealth who all seem committed to helping.

I like the way RIVAL Wealth realise the importance of ongoing reporting to their clients, both online and through in-personal meetings; this latter human touch is so rare these days, and makes all the difference.

I love working with Carissa, she’s fun, knowledgeable and relatable – she has a great way of explaining complex (and sometimes dry!) topics. I feel peace of mind knowing that we have our house in order when it comes to insurance and estate planning. Having all of these things are taken care of is important to me, and Carissa makes it easy. Everyone needs a Carissa in their life!

Really want to thank you for everything you and your team have done for me. There have been a few claims (argh!) and they’ve never been a problem to work through with you guys. I’ve really appreciated the comms and your style – making things simple.

It’s really cool having once been ‘on the team’ to now feeling supported as a client by the team at RIVAL Wealth. Future me thanks you sincerely. I know there are still so many Kiwis out there who do not have this type of proactive advice and that there are providers who would not recommend changes. I am very glad to have you guys looking out for me.

I have always had a positive experience dealing with RIVAL Wealth over the last decades for insurances and financial guidance. They have been very responsive and helpful during the aftermath of cyclone Hale and made the process of dealing with insurance easy. Just excellent customer service!

I just had a call from my life insurance company. They wanted to check in and see how I was doing, remind me of some benefits I haven’t claimed yet, and also that I don’t really need my insurance anymore. My faith in humanity has been restored a little. The insurance people have been nothing but helpful and caring since Helen died, the opposite of what I expected. Thank you Tony at RIVAL Wealth and AIA Insurance!

I really do appreciate all that you do for us more than I can properly say. It’s such a relief to have things taken care of.