Become Wealth - Auckland
verified Verifiedlocation_on 72 Taharoto Road, Takapuna, Auckland schedule Mon–Fri 8:30am–5pm · Sat–Sun Closed
Rankings on Top5.nz
- #4 Top 5
- #5 Top 5
What Top5.nz says
Become Wealth builds investment strategies and mortgage structures for first-home buyers, property investors, and those mapping out retirement goals, with advisers like Nik, Josh, and Vinessa covering the full picture rather than a single product. Clients moving through complex mortgage situations, including self-employed income and business loans, repeatedly note that explanations are clear at every step and that the team stays across their situation across multiple years.
Reviews most often describe: First home buyers, investors, and small business owners
- ✓ No-pressure advice
- ✓ Explains each step clearly
- ✓ Covers mortgages and investing
From the business
Become Wealth is a privately owned financial advice and investment management firm trusted to advise on over $1 billion. Ownership independent of product-providers and banks.
Become Wealth holds both a Financial Advice Provider licence and a Discretionary Investment Management Service (DIMS) licence, placing it among approximately 49 firms in New Zealand with regulatory authority to directly manage client investment portfolios. Because Become Wealth is free from institutional ownership or control, clients gain access to a broad range of options grounded in independent investment research. The firm is the official financial advice provider to members of groups including major government departments, and NZX and ASX listed companies.
Blog independently ranked in the top 50 worldwide.
Ratings
Recent reviews
Jonny McNamee really took the time to understand my financial situation. I appreciate his professional approach and honest feedback.
Can’t rate this company high enough, would give more than 5 stars if I could. Our financial advisor is Nik, he goes above and beyond when we have meetings with him, he is at the top of his game and nothing is ever a problem. He comes up with solutions on the spot to any issues that we would like help with. He is worth his weight in gold 😆. He definitely works for you to try to secure you investment strategies that you are comfortable with, and that suit your future goals. He never uses any pressure tactics, just gives sound, evidence based advice without over complicating things. Every time we have dealt with this company they have provided exceptional customer service, 10/5 stars 😆
Very happy with the work put in by Nik Velkovski and Jesslen Biag achieving a great outcome for my partner and myself. Were both very helpful in structuring our mortgage and getting great rates and incentives. Would gladly utilize their services again
Great advice. Personalised, professional and friendly. Nik Velkovski is personable, keen and intelligent and answers all our very stupid questions with care and empathy.
We have found Become Wealth outstanding to deal with. They are quick to respond to emails or phone calls and they are so thorough in helping with any issue that is asked of them. I have personally appreciated the warmth and professionalism they have given when discussing and putting the required steps in place for our benefit. Even after a period of time the team at Become Wealth remember you and your situation. Clearly they are there for the customer and they get satisfaction in knowing they are doing the right thing by you.
Great returns. 25.21% in 9 months. Pretty happy.
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