NZ Qualified Advisers

Our team is fully certified to provide guidance tailored to New Zealanders.

Confidential Assessment

Your personal and financial details are reviewed privately and securely.

1000+ Kiwis Supported

We’ve helped thousands of New Zealanders make confident financial decisions.

Over $1 billion in funds under advice

Clients entrust our advice when investing over $1 billion.

You’re Working Hard, but Are You Clear About Where You’re Headed?

Unsure if your savings and KiwiSaver are truly aligned with your goals
Not confident your current insurance or investment choices are right for you
Unsure where you may be exposed or overpaying
Wanting clearer guidance without confusing jargon

It shouldn’t feel uncertain. You deserve clarity, confidence and a plan that's right for you.

Claim Your Free Financial Health Check

What we offer

A Free Financial Health Check Built to Give You Clarity

A 30-minute session with a qualified financial adviser who will assess your current situation and outline the steps that will strengthen your financial position.

You don’t need to prepare anything complicated. Just book your session, have a relaxed conversation with an adviser, and you may walk away with clearer direction. No pressure. No jargon. No obligation.

Claim Your Free Health Check

How It Works in 3 Simple Steps

Person working at a desk with dual computer screens

Step 1 — Apply for your free check

Tell us a few basic details so we can match you with the right adviser.

Two men in suits talking outdoors by the water

Step 2 — 30-minute call with a qualified adviser

We talk through your current situation, goals, concerns and priorities — in simple, everyday language.

Two people walking down stairs in a modern office

Step 3 — Your tailored next steps

You receive a clear outline of where you’re strong, where improvements can be made, and the recommended actions to take next.

Start My Free Check

What You’ll Get

A personalised conversation with a qualified adviser
A clear understanding of your financial position
Identification of your risk areas and opportunities
A list of actions tailored to your goals
No jargon, we make everything simple and easy to follow
The option to work with us further, only if you choose to

The value: clarity.
The outcome: confidence in your next steps.

Claim Your Free Financial Health Check

Why Work With Us

Trusted By Thousands of Kiwis Nationwide

Real people across New Zealand rely on us to support their financial journey.

Qualified, Experienced NZ Financial Advisers

Work with accredited advisers who understand the local landscape.

Straightforward, Judgement-Free Guidance

We make finance simple, approachable and free of pressure.

Holistic, Comprehensive NZ Financial Planning

Your full financial picture is considered so every decision supports your goals.

Made for Everyday New Zealanders, Not Experts

We explain things clearly so you can take action with confidence.

Over a Billion Dollars in Funds Under Advice

Clients trust us to manage about $200 million on their behalf, and advise on more than another $800 million managed elsewhere.

"The Become Wealth team were so patient and responsive while working with me to secure my home loan. Communication was clear and fast and I never felt out of the loop with what arrangements they were making on my behalf. Working with Nik, I felt assured I was getting the best deal for my situation and he made the whole process worry-free."

Carlotta Dalton-Harvey

"Both Nik and Jesslen from Become Wealth were great brokers, their advice was clear, consistent and swift. Good communication was kept even during the long waiting periods. I’d highly recommend the team."

Jackson Harland

"Can't express how easy and stressless it was working with Marcus Mannering. We recently refinanced and brought another property. With Marcus's guidance and knowledge, we were able to tick off another milestone. He was based in Christchurch and us in Palmerston North, Call him and have a chat you won't know what is possible if you don't ask the professionals. I would recommend him to everyone!"

Avana Pohe

"We have had Marcus Mannering as our mortgage broker and advisor for the purchase of our first home, and we have been thoroughly impressed with the service he has provided. He is timely and thorough, and is completely understanding of the position we were in. We highly recommend engaging with Marcus."

William Arrowsmith

"Become Wealth offer all the support and guidance you need. We use them for our annual insurance reviews and have recently been fortunate to have Vinessa and her team walk us through the purchase of an investment property. They empowers you with knowledge and support throughout the entire process."

Michelle Edwards

"Marcus was so amazing to work with!He was so patient with us and was happy to clarify anything with us that we needed. He always responded to our queries quickly and kept us in the loop with where everything was at in the process, we never once felt left in the dark the whole way. Thanks so much"

Maddy Coltman

FAQs

Questions you might have:

How long does the call take?

Around 30 minutes.

Is it really free?

Yes, completely free. No catch.

Do I need to prepare anything?

No. Though the more you are willing to tell us beforehand via an online form, the better the discussion will likely be. Think of it as filling in some health details before a check-in with a doctor or other health professional.

Do I need to buy anything afterwards?

No. This session is obligation-free.

Is this suitable for anyone?

No. This only suits people who are open to take their finances to the next level.

Is my information safe?

Absolutely. Everything discussed is confidential.

Financial Freedom Starts With Action