Personal planning

  • Wondering what KiwiSaver is all about?
  • Not sure if you need income protection insurance or trauma cover?
  • What happens if you die and don’t have a will?
  • Should you save more or pay off your mortgage faster?
  • How much risk should you take with your investments?

RIVAL Wealth offers a unique approach to financial planning, providing a personalised service tailored to the financial objectives of its clients. They provide complete financial planning services in investment, KiwiSaver, insurance, ACC advice, and succession planning. Their advisers will challenge your financial well-being by looking at all aspects of your financial life and assist with solutions that enhance your financial health and wealth. RIVAL Wealth give impartial advice on the best tools and processes, and best of all they do not charge for this advice.

Contact us to ensure that you can make informed decisions on your finances, and protect your family’s future.

Get the right advice for all your insurance and investment needs

Does the following sound familiar:

  • you have a variety of insurance policies but you’re not sure if you’ve got the best options or what your cover actually is?
  • or, you have no idea how much you should be saving for emergencies or retirement.

You need comprehensive advice you can rely on. RIVAL Wealth advisors will take the time to sit with you and explain all the options.

The advice you receive is unique to your personal situation and is designed to give you and your family financial peace of mind.

So when you make the big financial decisions, you know exactly what you’re getting.

Because personal circumstances change over time, RIVAL Wealth also offers an ongoing review service free of charge, so your investments and insurances can be updated to suit you and your family.

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