RIVAL Wealth
At a glance
- Name
- RIVAL Wealth
- Category
- Legal/Financial
- Address
- 2 Michael Street
Kuripuni
Masterton 5810 - Postal Address
- PO Box 59
Masterton 5810 - Regions
- Nationwide
- Phone
- View Phone Number
- View Email Address
- Web
- Visit Website
- Social Media
Facebook
InstagramPersonnel
- Financial Adviser
- Daryl Buckingham - 021422001
- Marketing Manager
- Pam Blackburn - 0273896742
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 Financial advice for 69 year olds
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| Planning your journey to retirement
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| The sandwich generation: Caught in the middle
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Advice that feels personal and reassuring makes all the difference. The right support helps things make sense, at your pace, with the people you trust involved. It’s natural to start wondering if everything already in place is still right. Not because anything is urgent, but because things shift over time. Often it comes back to simple questions:
-Are savings and deposits set up in the right way for where things sit now?
-Is health insurance still suitable, or covering things that are no longer needed?
-Are investment costs clearly understood, and are they reasonable?
Clear answers matter, and so does being able to talk things through without jargon or pressure. For many people, it also helps to involve a partner, children, or other trusted people. Not to take over, but to understand what matters and feel comfortable with the direction being taken.
That is where good advice stands out. At RIVAL Wealth, we take the time to listen, explain everything properly, and provide practical recommendations that feel right for both now and for the years ahead.
This information is of a general nature and is not intended as personalised financial advice. RIVAL Wealth is a Financial Advice Provider (FAP) licenced by the Financial Markets Authority to provide financial advice. Our disclosure document is located at rivalwealth.co.nz or a written copy is available on request.
Testimonials
| I really do appreciate all that you do for us more than I can properly say. It’s such a relief to have things taken care of. Dionne It's really cool having once been 'on the team' to now feeling supported as a client by the team at RIVAL Wealth. Future me thanks you sincerely. I know there are still so many Kiwis out there who do not have this type of proactive advice and that there are providers who would not recommend changes. I am very glad to have you guys looking out for me. Regan I just had a call from my life insurance company. They wanted to check in and see how I was doing, remind me of some benefits I haven't claimed yet, and also that I don't really need my insurance anymore. My faith in humanity has been restored a little. The insurance people have been nothing but helpful and caring since Helen died, the opposite of what I expected. Thank you RIVAL Wealth. Chelfyn 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 |
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Updated: 24 Jun 2025 |
Service Description
| Retirement is not just about numbers. It is about how you want to live, what matters to you, and feeling comfortable about the future. Good advice helps take some of the weight out of the bigger decisions by bringing structure, understanding, and steady support. That can include reviewing your income, KiwiSaver and investments, checking insurance, deciding when to retire, or thinking through options like downsizing or aged care. It is about making sure nothing is overlooked and that everything works together. Family often plays an important role too. Many people find themselves supporting both older parents and younger family members at the same time. Bringing everyone onto the same page can make a real difference. Conversations can include partners, children, or other trusted people, helping ensure plans reflect what matters most. Behind the scenes, there is a strong team supporting this work, with 9 experienced financial advisers and a dedicated support team working together to make sure everything runs smoothly and that questions are answered when they arise. Financial adviser Daryl Buckingham will be your main point of contact, there to guide you through each step. Our Knowledge Hub is also available on our website, with a range of easy-to-follow articles, tools and practical tips. It is designed to help you and your family find answers and feel more informed, whatever stage you are at. |
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Updated: 22 Jun 2026 |
Suburbs/Districts/Towns Serviced
| Based in the Wairarapa, we offer nationwide services to share our expertise and assist people across New Zealand. RIVAL Wealth is driven by a passion to help people make informed financial decisions. |
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Updated: 24 Jun 2025 |
Meeting the needs of older people
| Financial wellbeing matters at every stage of life. As things evolve, the focus often shifts toward protecting what has been built, supporting the lifestyle you want, and making sure everything is working as it should. Support is there to help make confident decisions about money, whether that is planning for retirement, managing investments and income, or protecting what has been built over the years. Taking the time to listen, explain things in plain language, and tailor advice to each situation makes a real difference. There is no jargon and no pressure, just honest conversations and practical steps that are easy to understand. This could mean reviewing savings and thinking ahead to potential aged care costs, or simply checking everything is set up as it should be. Small adjustments can often have a meaningful impact. The focus is on helping you feel informed, comfortable, and in control of your financial future. |
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Updated: 22 Jun 2026 |
Trust & Reputation
| Trust & Reputation | Status | Details |
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| Other details | Yes | RIVAL Wealth Limited is a Financial Advice Provider (FAP) licenced by the Financial Markets Authority to provide financial advice. |
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Updated: 24 Jun 2025 |
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What's New
Making sense of your financial journey
Everyone reaches a point where they want to step back and look at their finances as a whole. Not just individual decisions, but how income, savings, investments and future plans all fit together. Where things are heading, what is working well, and what might need attention. |
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Updated: 22 Jun 2026 |
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