Rox Carlsen

Name (Last, First)
CARLSEN, ROXANNE
Company
RIVAL Wealth Limited
Phone
(06) 3704441
Mobile
(027) 254-3874
Address
2 Michael Street
Masterton
Website
Areas of Advice
Budgeting, Business Risk, Cash Management, Debt Management, Estate Planning, Insurance Personal Risk, Investment, KiwiSaver / Retirement
Professional Designations
Trusted Adviser, Financial Advice NZ
Profile
Rox is a firm believer that money doesn’t take care of itself. The thought of confronting financial matters can generate a lot of uncertainty for many people, so Rox decided to join the financial advice industry. This has enabled her to share her wealth of knowledge and help people build realistic plans to achieve their goals, no matter how big or small they may be.

By taking a holistic approach, Rox is able to help people deal with all aspects of their financial health. Rox understands that regular follow up sessions play a vital role in the success of anyone’s financial plan.
Roxanne Barbara Carlsen