Anna Schofer

B.Com, Grad Dip Bus Stud (PFP)

General Manager 

“It is a fantastic place to work, with fabulous people, encouraged work life balance and lots of opportunities to learn and grow”.

After working in Wellington, Anna joined the team at RIVAL Wealth in May 2014.  Anna has always enjoyed working in investments, gaining many years of financial experience working for the Investment Team at Trustees Executors Ltd for 7 years.

Anna and her husband made the move to the Wairarapa for a change in lifestyle as they love spending time outside of work enjoying the weather, outdoor activities and the fantastic Martinborough community.  Now they have 2 children, they just love having the ideal work/life balance.

Anna is a key part of the management team overseeing all business units – Risk, General and Investment.  She is responsible for planning and maintaining work systems, procedures, and policies that enable and encourage the optimum performance of all employees.  Anna helps promote a company culture that encourages high morale, all of which provides our clients with a successful experience in dealing with RIVAL Wealth.