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Client Testimonials


"I was really impressed with your approach and found our discussion very valuable..." Read More...




Improve your
personal income,
savings and
finance for your
working life and
retirement.


  


From insurance to
increasing your
cashflow, better
your business
through sound
planning.

  




Expand your farm
assets, and protect
your equity to get
the most  from your
farming business.

 
Comprehensive financial advice from professional, friendly advisors 

When you need trusted, impartial financial planning advice, turn to the friendly, professional team at RIVAL Wealth. They have the expertise to help you make some of those difficult decisions about protecting your assets, growing your wealth, and providing for your family, now and in the future.


Meet the team at RIVAL Wealth

   
Tim Fairbrother
 - Authorised Financial Adviser (AFA), Certified Financial Planner (CFP), BCA, BTSM, Grad Dip Bus Studies (PFP)

Before setting up local financial planning business, RIVAL Wealth, Tim most recently worked in the Irish financial industry as Head of Business Development for Oppenheim Investment Managers.

Tim grew up in the Wairarapa before moving to Wellington to complete a double degree at Victoria University (BCA and BTSM). Tim started his career at TOWER, and within 18 months had moved to the senior role of Business Development Manager.

Tim thrives on helping clients make a better situation of their finances. His areas of expertise focus on comprehensive financial planning, investment analysis and advice, KiwiSaver and farm succession.

Tim has continued to study since returning to NZ, is a member of the Institute of Financial Advisers, and the Treasurer of the Wairarapa Chamber of Commerce.  

Carissa Fairbrother
 - Registered Financial Adviser (RFA)

Carissa has a wealth of insurance knowledge; most recently she established the Insurance Services desk for a recruitment company in Dublin.  She began her insurance career working for four years with the largest brokerage in New Zealand.  At a young age, she was recognised as an up-and-coming specialist amongst a traditionally male dominated industry. 

Carissa's areas of expertise focus on business succession planning and risk insurance analysis. Carissa has attended an Anthony Robbins Wealth Mastery course and is a member of the Institute of Financial Advisers. She is currently working towards Authorised Financial Adviser (AFA) Status and is expecting her second child in October.  She also organises "Bubbles & Inspiration" bi- monthly - a women’s networking group in the Wairarapa with inspiring speakers. 
   
Carissa helps clients all over the Wairarapa and Wellington region reassess the outcomes they want from their insurances.  Offering a personalised service and facilitating life-changing claims drives her daily to do her job well.

Arja Van Der Kooy
 - Client Manager

Arja joined RIVAL in February 2009 with a wealth of experience in the financial services industry. She spent 22 years working for international financial services provider ABN AMRO in a wide variety of roles.

Arja and her family moved to New Zealand in 2006 looking for a new challenge, and now call the sunny Wairarapa home.

Reliable and very efficient, Arja is our in-house problem solver, who loves getting tasks done.

Her areas of expertise focus on office management, preparation of financial plans, client relationships, and underwriting processing. She has an excellent ability to multi-task and always seeks out the best solution for our clients.
 

Donna Hintz
 - Client Administrator
  
Donna joined RIVAL in October 2009 eager to learn as she is currently working towards a BCA majoring in Finance at Victoria University. After working as a Junior Business Analyst in Upper Hutt, she left the full time work force to become a Mum in 2005.

Donna now manages her 3 children, her part-time job at RIVAL, and the book-keeping for her husbands Sheep & Beef farming operation.  

Her areas of expertise focus on processing of applications, database management, and client relationships. Accurate and with an eye for detail, Donna is looking to grow in the financial services industry.

A comprehensive disclosure statement is free of charge at any time. Contact Us for details.
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