Latest RIVAL Wealth news
Your financial future
Most people have a pretty good idea about what their ideal financial future would look like, they just need help in getting there. This is when talking to RIVAL Wealth can really benefit your situation as getting ahead can take time. Read more.....
Group health schemes
There's been a real surge in many employers wanting to help create a healthier workforce. In the last 12 months, over 24,000 more Kiwi's are now covered by health insurance as employers offer health cover as part of their employment package. Read on if you would like...
The machine that prints the money is you ……
A $60,000 annual salary is worth $2,700,000 over a 45-year working life! Having your major expenses covered if you were unable to work through sickness is your greatest risk. Click here to contact Aaron about Income Protection.
Meet Carmel
Carmel joined us in June and is enjoying her new role as part of the General Insurance crew. Carmel works alongside Jenny & Marianne taking care of any claims and helping with the smooth running of any day to day administration. Find out more about Carmel here.
Step 1: Cash management and financial goals
Welcome to RIVAL Wealth’s third series examining the 9 fundamental steps we believe you need to take to achieve financial health. Each fortnight we discuss 3 fictitious case studies and recommend what options they should take on their financial journey. To read the...
Step 2: Lending and home loans
Our second article focuses on what our 3 fictitious clients could do, so they achieve their desired financial outcomes. Renee wants to buy her first home, Warren and Judith would love to retire at 60 years, while Darryl and Christine have very high credit card debt....
Free money
You are owed free money from the government! Are you making the most of your KiwiSaver? Make sure you’re on track to receive your KiwiSaver Member Tax Credits (MTC). There are over 2.6 million Kiwis that have joined the KiwiSaver scheme, yet in the last financial...
Step 3: General insurance
The third step to financial health is to take a look at what fire and general insurance you do or don't have. Sometimes you can be over insured! Make sure you have the right insurance cover that is fit for purpose. Enjoy reading this fortnight's article on how to save...
Step 4: Estate planning
Did you know around 50% of Kiwi's don't have a will that's up to date! If this is you, then please read on. In this article, Renee is struggling to decide guardianship for her twins, Warren and Judith are updating their enduring power of attorney and Darryl and...
Step 5: Income protection
This fortnight we talk about the importance of protecting your income. Could you cope if you suddenly lost the ability to earn? ACC will cover you for an accident but what if you had an illness that prevented you from working for a long period of time? Make sure you...
Step 6: Health cover
Should you have health insurance or should you self-insure? There are many questions answered in this article about the importance of figuring out what risk you can or can't afford to take when it comes to your health. Pre-existing conditions can have a huge impact...
Step 8: Retirement
Do you have a retirement savings scheme or are a member of KiwiSaver? Do you keep track of how your scheme is performing? It's so important that you understand what level or risk you are willing to take with retirement investment and make sure you are in the right...