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Adviser Firms Expand Through Ongoing Referral Partnership
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Adviser Firms Expand Through Ongoing Referral Partnership
Masterton-based RIVAL Wealth has announced a growing relationship with Wellington-based Stratus Financial, providing ongoing insurance and risk advice services to Stratus’ existing risk clients, with each firm playing to its respective strengths. RIVAL Wealth says the arrangement sees it working alongside Stratus Financial “…to ensure clients continue to receive personalised support, advice, and claims assistance, while allowing Stratus to maint…
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