Many New Zealand financial advisory firms are owned by the banks, platforms, or insurers they recommend. Such arrangements often create a bias toward internal products rather than searching for the best fit.
Because no financial institution owns or directs our firm, we can access a wider range of solutions.
This structure ensures we focus on the technical quality of your investments to help you hit your targets.
You join thousands of New Zealanders who have gained greater control over their financial future, and entrust our advice when investing over $1 billion. We are trusted by major government departments and leading companies nationwide, and you can trust us, too.
You receive a bespoke roadmap built for your goals.
Since no bank or platform provider owns us, your plan is supported by a model designed to reduce the outcome-linked incentives that can exist in some advice firms.
Your adviser is backed by a team of specialists who review and challenge every recommendation before it reaches you. Large enough for real accountability. Focused enough to know your name.
Connect via video call or at our Auckland and Christchurch hubs for a truly boutique experience.
Whether it involves complex investment portfolios or just the basics, your finances should be a cohesive picture. We make sure the left hand always knows what the right is doing.
Free from bank ownership and product quotas, our nationwide team focuses primarily on your financial freedom.
Create a personalised investment plan to reach your financial goals with confidence. Great for those building wealth.
Every year you wait will cost you later in life.
Whether you are looking to protect a legacy you have already built or you are ready to accelerate your path toward financial freedom, the right execution is like following a proven recipe. By combining the right market-wide tools in the correct order, you secure the results you deserve.
If you have already secured your wealth, you gain a partner dedicated to its growth and preservation. If you are still building, you get the roadmap used by those who have already reached their goals.
You can start with a complimentary financial health check to see exactly where you stand.
With hubs in Auckland and Christchurch and a dedicated presence in Wellington, our team serves clients across the entire country. You gain the reach of a national firm with the personal touch of a boutique partnership.
Become Wealth is a New Zealand provider of financial, advice, and investment services. Become Wealth (FSP249805).
We build partnerships, not transactions. Holding both Discretionary Investment Management Service (DIMS) and Financial Advice Provider (FAP) licenses places us among only 49 firms in New Zealand meeting these stringent regulatory benchmarks. We operate under the country’s highest standards of oversight for your peace of mind.
