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Last Article Uploaded: Friday, December 3rd, 9:22PM

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Rival ups its Auckland expansion

Rival Wealth has expanded further into the Auckland market and has merged with long-standing financial services firm McLean Financial Planning Ltd.

Thursday, October 21st 2021, 2:27PM

The Masterton-based company set up shop in Auckland earlier this year with Barry Read employed as the general manager of its Auckland office based in the ANZ Centre on Albert St.

The merger went ahead on October 1 with Read saying John McLean has been a well respected financial adviser since 1998.

"His clients love him. We are excited to be working with John as he comes on board as part of the team at Rival Wealth,” says Read.

“I found Rival Wealth has similar values to me and I really like their approach to client servicing," McLean says.

“They are a family run business and have a very supportive working environment, which is a very important quality to have.”

With a team of 22 staff, Rival Wealth has 10 financial advisers and 12 support staff who look after over 3,500 clients nationwide.

Read says the company will soon be moving its Auckland office to accommodate an expanding workforce and is working on more merger opportunities to be announced in the coming months.

 

Tags: Barry Read mergers and aquisitions Rival Wealth

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HSBC Premier LVR > 80% - - - -
HSBC Special - 2.25 - -
ICBC 4.15 3.29 3.85 4.19
Kainga Ora 4.43 2.88 3.28 3.59
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Kiwibank - Offset ▲4.25 - - -
Kiwibank Special ▲4.25 ▲3.69 ▲4.35 ▲4.69
Liberty 4.84 - - -
Nelson Building Society 4.95 ▲4.29 ▲4.85 -
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TSB Bank 5.34 4.09 4.74 4.99
TSB Special 4.54 3.29 3.94 4.19
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Last updated: 3 December 2021 8:16am

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