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Client Testimonials
"... Tim took the time to explain the pros and cons of different schemes..." Read More.
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Use the form below to request a callback about any of the topics covered on this page. RIVAL Wealth will get in touch with you as soon as possible.
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Personal Planning
- Wondering what Kiwi Saver 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 is the one place you need to contact for all your investment, insurance, estate planning, Kiwi Saver, and home loan advice.
Their advisors 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.
And best of all, their advice is 100% free.
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 trust. 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, so your investments and insurances can be updated to suit you and your family. Contact Us
“The big picture” - giving you peace of mind in all financial aspects of your life
It’s important to look at all financial aspects of your life as one can affect another. The 9 steps (pictured below) give you “the big picture” of what you need to think about when it comes to peace of mind in your financial matters.
Have you got the 9 steps covered?
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