Rox Carlsen, RIVAL Wealth

Business overview

Our passion is to share our knowledge to help financially educate people throughout New Zealand. RIVAL Wealth assists clients to be financially successful through educated decisions which create, protect and grow wealth.

Products and services I offer

I am a Financial Adviser (FA) under RIVAL Wealth’s Financial Advice Provider Licence through the Financial Markets Authority and a member of Financial Advice New Zealand. My expertise is providing advice on cash management, debt management, ACC, personal risk management, estate planning information, KiwiSaver and investment advice.

Why I'm in the Venus Network

I joined the Venus network to expand my horizons and connect with people who have the same desire to help people and share their expertise.

Testimonials

If you’re looking to get your financial affairs in order but don’t know where to start, I highly recommend working with Rox. She draws on a wealth of knowledge to give you sensible, smart advice about insurance, income protection, investments, and saving for retirement. And it’s all tailored to your specific situation. She translates the overwhelming and jargon-heavy into everyday language and is happy to answer your silly questions so you understand exactly what your choices are, and can see the rationale behind her recommendations. I certainly feel more at ease, informed, and in control now. Thanks Rox! Hannah Lawrence

My point of difference

I offer honest and practical advice on all things financial. I believe everyone should have access to a financial adviser and the education to the help them on their financial journey. No conversation is ever wasted!

My latest business news

Dealing with investment fluctuations, whether that be your KiwiSaver or investment portfolio, can sometimes be uncomfortable. This is one example of why seeking expert financial advice rather than listening to media noise and misinformation can help you feel at ease. This is the added value you can't put a price on.