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Knowledge Hub

Knowledge Hub

Investment planning to help grow your wealth

What is investment planning? 

Investment planning is the process of putting your money to work in a way that aligns with your goals, timeframe and tolerance for risk. Whether you are building long term wealth, planning for retirement, investing a lump sum or looking for ongoing portfolio management, a personalised investment strategy can help keep you on track.

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investment planning

Deal with experts and take the stress out of making investment decisions

Start your invest journey now

retirement investing

Create an income after your working life and not be afraid to spend it

Learn more here

kiwisaver investment

Become an informed investor for your future

Are you in the right fund?

Why people choose RIVAL Wealth

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

Comfortable decisions

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.

Dean Barnes

Future me thanks you

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… Read more “Future me thanks you”

Regan

Making things simple

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… Read more “Making things simple”

Anonymous

Positive experience

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… Read more “Positive experience”

Marquerite

Review time

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.

Start of an email from a client who has been with us for years.
The benefit of having a review meeting! 

Future focus

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… Read more “Future focus”

Jude Clark
Estate Agent - Ray White Real Estate

Big picture

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… Read more “Big picture”

Stu & Jo

Invaluable guidance

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… Read more “Invaluable guidance”

Megan & Michael

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… Read more “Insurance expert”

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

Wealth of knowledge

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… Read more “Wealth of knowledge”

Hannah Lawrence
Copywriter - Transcreator

Charity investment

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… Read more “Charity investment”

Amber Arkell
Centre Manger - Wairarapa Cancer Society

Such a relief

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.

Dionne

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

Human touch

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.

Richard

Investment expert

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

Josh Byers
Marketing Manager 

Knowledgeable and relatable

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… Read more “Knowledgeable and relatable”

Rebecca Greaves

Supportive process

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… Read more “Supportive process”

Karen

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

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

Helpful and caring

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… Read more “Helpful and caring”

Chelfyn Baxter

Why use an investment adviser?

There is a huge range of investment choices available and often this can be overwhelming. Emotions can also play a significant role in investment decisions, particularly during periods of market uncertainty. Having an experienced adviser alongside you can help bring perspective, discipline and a long-term focus to your investment strategy.

Investment planning should start with understanding your goals, your timeframe and what you are trying to achieve. Whether you are building wealth, creating an income stream, investing a lump sum or planning for retirement, our team takes the time to understand your situation before making recommendations.

Our investment philosophy focuses on building diversified portfolios that aim for consistent returns over time, while keeping monitoring fees low. You will deal directly with the people making the investment decisions, giving you greater confidence, transparency and access to ongoing guidance.

Diversification is a key part of our investment planning process. Spreading investments across different asset classes, sectors and regions can help manage risk while creating opportunities for long-term growth. Our qualified investment advisers will work closely with you to discuss your options, develop a strategy that aligns with your objectives, and help you stay focused on what matters most as your wealth grows over time.

Get in touch with us here

Common investment FAQs

How do I know which investments are right for me?
The right investment approach depends on your financial goals, timeframe and comfort with market fluctuations. A financial adviser can help assess your options.
Can RIVAL Wealth manage my investment portfolio?

Yes. We work with clients across New Zealand to provide ongoing investment advice, portfolio management and regular reviews.

How often should my investments be reviewed?

Most investment portfolios should be reviewed regularly to ensure they remain aligned with your goals and changing circumstances. 

What is ESG investing?

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. Here are criteria examples.

Business awards

We are proud to have been recognised through a number of business and industry awards over the years. We see these as a reflection of the work we do alongside our clients and the relationships we build over time.

That recognition means a lot to us, while our focus remains on doing the right thing for our clients and helping them move forward with confidence.

Our awards - financial advice services

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