Name (Last, First)
FAIRBROTHER, TIMOTHY
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Company
RIVAL Wealth Limited
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Address
2 Michael St
Masterton
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Areas of Advice
Budgeting, Business Risk, Cash Management, Debt Management, Direct Investment, Estate Planning, Financial Planning, Health Insurance, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds, Mortgages
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Professional Designations
CERTIFIED FINANCIAL PLANNER CM, Trusted Adviser, Financial Advice NZ
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Profile
From the age of 14, Tim’s enthusiasm for anything financial became very apparent. After learning some lingo from his grandad, Tim set up a mock investment portfolio and has been hooked ever since.
Because you never know what curve balls life can throw at you, it’s been Tim’s goal to help people enhance and plan their financial journey. His devotion and eye for looking outside the square has resulted in growing a very successful financial advice business with his wife Carissa. Together they have developed a fresh approach to all aspects of financial planning, focussing on clients and their needs.
With the ability to give back to the community, Tim and his team frequently support schools, sports teams and educational projects.
TESTIMONIALS
"Tim is an example of a dedicated and highly ethical financial adviser. I believe that he is one of the highest calibre financial advisers whom we have met."
- Clayton Coplestone - Director, Heathcote Investment Partners
“Tim and the team at RIVAL Wealth has the most approachable and common sense personal financial advice, we have seen for our clients. They do not product push; they listen and advise from a market leading process.”
-Marcus Morrison – Director, K3 Consulting
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