Become Wealth is a privately owned financial advice and investment management firm trusted to advise on over $1 billion. Ownership independent of product-providers and banks.
Become Wealth holds both a Financial Advice Provider licence and a Discretionary Investment Management Service (DIMS) licence, placing it among approximately 48 firms in New Zealand with regulatory authority to directly manage client investment portfolios. Because Become Wealth is free from institutional ownership or control, clients gain access to a broad range of options grounded in independent investment research. The firm is the official financial advice provider to members of groups including major government departments, and NZX and ASX listed companies.Clients include individuals, families, and business owners across New Zealand, from accumulating investors through to those managing multi-million dollar portfolios.Services include investment management, financial planning, retirement planning, KiwiSaver, insurance, and mortgages.
Initial consultation is free of charge with no obligation.
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