Profile
Authorised Financial Adviser, Financial Wellness Warrior and Keynote Speaker
Carissa is a financial wellness warrior and doesn’t just talk the talk when it comes to her absolute passion for financial organisation. With a knack of making what can be a boring world of financial overload, exciting and relevant. She loves working with people, guiding them towards a better financial future.
Carissa’s is a unique approach and by the conclusion of meeting, hearing from or speaking with her you will be completely motivated and excited by how the future will look. Since creating the successful financial planning business RIVAL Wealth in 2008 with husband Tim, they’ve helped thousands of individuals and Carissa has been described as some sort of ‘force for good’. Qualified to give the most appropriate advice with a good dash of honesty, reality and humour thrown in this is the person to work with for all things financial.
TESTIMONIALS
‘Carissa does an amazing job of educating her audiences about the complex world of finances. She simplifies the information and motivates and inspires you to take action!’
- Barbara Kendall
‘Carissa brings warmth, humour and fabulous knowledge to her presentations and is fabulous to both listen to, and work with!’
- Kate Webb Founder RISE Events for Women Serious about Business & Success’
‘A good speaker engages their audience; a great speaker inspires them. Carissa's in the latter category because (like all great speakers) she's passionate about what she does.
By calling on a magical blend of self-effacing humour, combined with extensive financial experience, she makes - what some might consider a boring topic - absolutely riveting!’
Kerene Strochnetter Mindfulness Consultant | Coach | Speaker KS Coaching and Consulting Ltd.
‘When Carissa speaks, you listen. Her knowledge is tangible and she has a unique ability to draw you into a world that could be dull and boring, but not the way she delivers it. She’s real, she’s funny and most importantly you leave with a greater understanding of her choose subject matter.’
Alex Fulton
‘The second Carissa begins to speak, you’re hooked. There’s that instant ‘I need her to perform an instant and radical financial overhaul of my life’ thought process which occurs and grips you throughout her entire presentation. How she manages to inject pantswettingly funny humour into kiwiSaver, life insurance, family trusts and financial freedom is completely beyond me. But Carissa brings it and somehow you walk away feeling like you can fight your financial fires like a pro.’
Yvonne Lorkin co-founder and CTO of WineFriend
‘You can tell Carissa knows her stuff - but it’s the way she is able to communicate it in a way that resonates with everyday people that is gold! There's no way managing your finances is boring with Carissa - she's engaging, funny, and relaxed. I came away from her presentation with a better understanding of what I could do easily to help myself get my finances under control.
Shirley McLeod Founder of Yoga with Me
‘As if by magic, Carissa manages to achieve the impossible… she effortlessly makes financial advice both entertaining and comprehensible! Carissa is a vibrant and natural presenter and will easily inspire and motivate an audience to get on the path to financial wellness’
Danelle Ayers | National Director of Sales & Marketing - Rydges Hotels & Resorts – New Zealand
"Carissa is a fantastic speaker, loads of energy, light hearted and entertaining, all of which is so refreshing when hearing someone so knowledgeable talk on the topic of finance. She brings a clear, easy to understand insight to what can be a very complicated world to many people."
Makaia Carr Founder of Motivate Me NZ