RIVAL Wealth

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About

At RIVAL Wealth we have a unique approach to financial planning – providing an award winning personalised service tailored to the financial objectives of the client. In the years since our inception in 2008 RIVAL Wealth has steadily grown in clients across New Zealand, from individuals to national corporations.

Our business is impartial, providing financial planning security in partnership with some of the world’s leading financial service providers, and all of RIVAL Wealth’s experienced advisers are members of the Institute of Financial Advisers. Our qualified advisers have a range of skills to suits anyone’s needs, supported by a great team all very focused on the vision of RIVAL Wealth – giving people the confidence to make smarter financial decisions to get them the desired outcomes.

As your appointed General Insurance Broker, we will:
  • Conduct an analysis of your risk/needs and recommend the most appropriate covers to protect your assets and liabilities
  • Provide alternatives on your risk retention through various excess options
  • Allow you to pay premiums in monthly instalments
  • Recommend the appropriate insurer to match the risk
  • Provide prompt and timely servicing of your general insurance needs to ensure you are adequately informed of issues that may affect your business.
  • Only recommend financially secure and stable insurers

2 Michael Street, Masterton, 5810

Our Team:

2 Michael Street, Masterton, 5810

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