Wealth services for the not-yet wealthy

No one thinks they're ready to start building wealth. But if you're the average Kiwi home-owning household, chances are we can help you – and you don't even need to cut out your coffees.

Most Kiwis don't get a plan until they're in their 50s

The problem

The earlier you start the better off you will become.

We’ve already transformed the lives of thousands of Kiwis

See how this works for an average client, including costs, forecast returns, and how a plan is carried out.

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The Solution

Make your plan today

Every year you wait could cost hundreds of thousands of dollars in later life.
The earlier you start the better off you will become.

How much will you need?

Plug your numbers into the calculator to get the sum you’ll need when you want to step back from work.

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You need

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How much will you need?

Plug your numbers into the calculator to get the sum you’ll need when you want to step back from work.

Stop working at

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Income you want

$

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You need

$

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Get your free 30-minute financial health check today

Take your first step toward financial freedom.

Our goal

“We want to be the third best thing that ever happens to you – after kids and family”

We use the power of time and a unique all-of-life approach

We improve your financial life without asking you to stop enjoying your day-to-day life.

how we do it

Multiple businesses in one, all working for you

Financial Planning

Because a goal without a plan is just a wish.

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.

Mortgages & loans

Because it's time to open a new door.

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.

Personal Insurance

Before you go skydiving, protect what's important.

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.

Investments

Be sure you're providing for today and tomorrow.

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.

We’ve worked to grow wealth for thousands of New Zealanders

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).

"We're trusted as the official financial advice provider to members of groups including major government departments, and NZX and ASX listed companies. They trust us, and you can trust us too.”

Joseph DArby
CEO of Become Wealth