Become Wealth - Christchurch
verified Verifiedlocation_on 47 Salisbury Street, Christchurch Central City, Christchurch schedule Mon–Fri 8:30am–5pm · Sat–Sun Closed
Rankings on Top5.nz
- #3 Top 5
What Top5.nz says
Become Wealth gets first-home buyers into their homes by handling mortgage applications, lending structure, and bank negotiations, with adviser Marcus known for setting realistic borrowing expectations so clients are not stretched after settlement. For clients with more complex financial needs, the team also covers insurance reviews, investment portfolio diversification, and property investment strategy, with visual modelling tools that show clients what their financial future could look like in concrete terms.
Reviews most often describe: First home buyers and people with complex financial situations
- ✓ Handles complex mortgage cases
- ✓ Explains lending in plain terms
- ✓ No-cost advice model
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 48 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
Great advice and a plan to action over the coming years. Become wealth was easy to work with. Marcus was great at listening and understanding my short and long term goals to help develop my plan. Highly recommend
We had Marcus helping us with our first home mortgage. He was very good at explaining the process and making sure everything went as smooth as possible. We now live in our dream home. Couldn't have asked for someone better. Will definitely be recommending to others.
Thanks to the Become Wealth team for helping us and our family. We appreciated that our needs were heard, and given advice that accurately reflected our discussions. We were able to work on the suggestions and come up with a pragmatic solution that balanced cost and still making sure we have sufficient security for our family should the unexpected happen. Communication throughout this process was great. Happy to recommend.
Great service and advise
5 stars. Marcus took the time to explain every step clearly so I actually understood the process. Friendly, personable, and went the extra mile - highly recommend!
Worked with Marcus Mannering, he was very professional and customer focused. Easy to work with and got the result I wanted. Highly recommend.
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