Marcus Mannering

Adviser spotlight: meet Marcus Mannering, a guiding hand at Become Wealth

If you think financial advisers are all calculators and spreadsheets, Marcus Mannering might just surprise you. As a trusted financial adviser at Become Wealth, Marcus brings expertise and a personable and thoughtful approach to financial planning. His experience in the industry so far is a testament to determination, education, and a genuine desire to make a difference.

Background and Inspiration, from Battlefield to Boardroom 

Marcus’s journey into financial advice began in an unexpected place — the New Zealand Army. During his repeated overseas deployments on live operations, Marcus earned allowances that quickly accumulated, as there was little opportunity to spend them. This growing sum sparked a personal quest for financial literacy and growth, ultimately setting him on the path to becoming a financial adviser.

Upon completing his studies, he realised his newfound knowledge could not only benefit him but also serve as a foundation for a fulfilling career. This realisation led him to become a financial adviser, a role in which he could help others achieve their financial goals.

Career Beginnings

Marcus's entry into the financial industry began with a job application he found on Seek. This lasted approximately two years before he transitioned to join the team at Become Wealth. Marcus earned valuable qualifications before they became mandatory due to changing regulations, setting himself apart early in his career.

Working at Become Wealth

Joining Become Wealth brought a new level of autonomy and excitement to his work. "The diverse range of clients I work with builds my experience and confidence across so many financial scenarios," Marcus says. Every client brings a new story, allowing him to continuously expand his knowledge.

Advice to His Younger Self

Reflecting on his career so far, Marcus would advise his younger self to invest in professional financial advice rather than attempting to manage everything independently. This approach, he now knows, sets the foundation for long-term financial success. “We have a DIY culture in New Zealand, but the world has become so complex so quickly, that often the services of a professional are just what is needed to level up.”

Debunking Misconceptions

A common misconception about financial advisers is that their services are prohibitively expensive. Marcus emphasises the long-term benefits of professional financial advice far outweigh the costs, making it a worthwhile investment for anyone serious about growing their wealth.

Staying Updated

To stay abreast of the latest financial trends and market changes, Marcus engages in discussions with colleagues right here at Become Wealth, attends courses and webinars, and keeps up with news and industry updates. This approach ensures he remains well-informed and capable of providing the best advice to his clients.

Client Relationships

Building long-term relationships with clients is a cornerstone of Marcus's approach. He believes that, like any relationship, some client connections develop effortlessly, while others require more to ensure there is mutual understanding.

The need for Marcus to deeply understand each client's unique situation and long-term goals is key to fostering these relationships.

Team Environment at Become Wealth

According to Marcus, the collaborative environment at Become Wealth is another factor in his success. His colleagues are accessible and willing to share their knowledge and experience, creating a supportive atmosphere that benefits both advisers and clients.

Life Outside the Office

When Marcus isn’t guiding clients toward their financial dreams, he’s spending time with his daughter, enjoying quality moments over home-cooked meals or outdoor adventures. An avid hunter, golfer, and all-around outdoorsman, Marcus knows the value of balance, something he brings into his work every day.

The Bottom Line: Marcus Mannering

Marcus Mannering's dedication to his clients, continuous learning, and collaborative spirit make him a valuable asset to Become Wealth. His transition from personal financial education to professional financial adviser is a testament to his commitment to helping others achieve their financial dreams.

For more insights and updates from Marcus, you can connect with him on LinkedIn or get in touch to book a complimentary initial meeting with him, just be sure to ask for Marcus.

Marcus is a financial adviser, registration number FSP773959. He has been registered since 27 January 2021. Marcus holds the following qualifications: Bachelor of Business Studies (Finance) and New Zealand Certificate in Financial Services (Financial Advice) (Level 5).