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Why you need a financial caddy?

Jun 4, 2025Age 18-34, Age 35-54, Age 55+

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Ages and Stages

What do golf and finances have in common?

Just like in golf, when you hit a bad shot, you seek guidance and advice from your caddy. Similarly, in life, when you face financial challenges or life throws you an unexpected curveball, you turn to a financial expert like Matt for advice and guidance on what to do next – your financial caddy!

This information is of a general nature and is not intended as personalised financial advice. RIVAL Wealth is a Financial Advice Provider (FAP) licenced by the Financial Markets Authority to provide financial advice. Our disclosure document is located at rivalwealth.co.nz or a written copy is available on request

Ages and Stages

Find the content related to where you are in life’s financial journey.

Useful Documents

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Useful Documents

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Age 18 – 34 years

Age 35 – 54 years

Age 55+

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Our skilled advisers can answer most of your questions and are happy to meet with you at a time that is convenient. If you’d like to book an appointment, we’d love to hear from you.