Having dreams in life is great, but without a map to guide you it’s easy to get lost. You may think you have a plan, some advice here, some advice there, but is your plan all working off the same playbook? Does your mortgage adviser talk to your accountant? Do you discuss investment strategies with your insurance adviser? The truth is, if that isn’t happening your plan isn’t truly built around you, and you’re missing out.
Luckily, our business is designed to solve this for you. We’ve pulled together a team of experts in every field who will work together to develop a financial plan just for you. A plan that helps you achieve those dreams, but also ensures you can still live the life you want now.
Having a solid investment plan in place is a great way to build for the future, but what investments should you choose, how do they work and should you focus on one or a number?
All too often we see people focussing all their efforts in one area, while missing opportunities elsewhere. That's why developing an investment plan is key.
Getting onto the property ladder, stepping up a rung or buying the whole ladder, our mortgage brokers will find you the best mortgage deal to finance your plan and get you where you want to be.
Kiwis love life. And we all want to look after what we have - our family, our finances and our possessions. But what insurance do you actually need and how much?
If you’ve been thinking about updating your insurance, had a change in circumstance (e.g. new house, had a baby, started a business), or if your insurance is simply weighing you down, let us help you get cover that gives you security without breaking the bank.
Become Wealth is a New Zealand provider of financial, advisory, and investment services. Headquartered in Auckland, with a major presence in Christchurch, and serving Kiwis up and down the country.
Become Wealth is licensed as both a Discretionary Investment Management Service (DIMS) provider and Financial Advice Provider (FAP).