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RIVAL Wealth
Jenny Griffith & Rox Carlsen
Look after your hard earned money Let’s face it, money doesn’t buy happiness but being surrounded by people who fill your bucket does! What money does do, is allows us to have choices. It funds our lifestyle, but it can also be the cause of heartache and pain, especially if it is scarce or poorly managed. Money is the one thing we all have in common, in that we use it on a daily basis, we understand what it is and generally speaking – we all want more of it! Regardless if you work for someone else, work for yourself or in a business with your other half, we can help make sure you have your financial ducks in a row.
A common misconception is that you need to have a lot of ‘excess’ money to use the services of a ‘Financial Adviser’. We give you tools to organise your cash management, make sure you are not overpaying on your insurance, check you have the right estate planning organised and help you get your 'Plan B' cover sorted. As experts, we also specialise in farm and business general insurance. By having your best interests at heart we recommend what you should have in place. We can help you identify the magic number you need for retirement. If you do have a large lump sum of
cash in the bank – we have the expertise to let you know if you should leave it where it is or if there is a better solution that suits you and your goals more. And the best news yet, there is no charge for your first meeting to discover if the time is right for us to help or if anything needs tweaking. Being financially organised certainly contributes to your wellbeing. So put this on your to do list and get in touch with Rox and Jenny today, as they are here to help.
Book a no-charge, completely confidential, no strings attached financial health check with Jenny or Rox 0800 4 RIVAL
rivalwealth.co.nz
RIVAL Wealth is a Financial Advice Provider. Our disclosure document is located at rivalwealth.co.nz or a written copy is available on request.
