marketbaseExclusive Marketbase ReportFinancial planner · Christchurch Centre, Christchurch
What your customers see when they look for you, and where that puts you among 121 Christchurch insurance brokers.
Financial planner · Christchurch Centre, Christchurch
Become Wealth is a Christchurch-based financial advice firm offering investment management, financial planning, retirement planning, KiwiSaver, insurance and mortgages. The Saint Asaph Street office provides local access to a resident Canterbury adviser backed by a nationwide team and DIMS-licensed specialists. The firm is independently owned, manages over $1 billion in client funds, and offers a free first consultation.
Become Wealth is a Christchurch financial advice firm with a Saint Asaph Street office serving Canterbury households. The local office connects clients with a resident Canterbury adviser supported by a nationwide team and an administration hub in Christchurch Central City.
Services include investment management, financial planning, retirement planning, KiwiSaver guidance, insurance and mortgage advice. The firm notes it holds a DIMS licence enabling direct portfolio management, and it stresses independent ownership with no proprietary products.
Customer reviews consistently mention clear communication, personable advisers and practical support through processes such as first home purchases and ongoing portfolio management. Clients describe advisers as professional and customer-focused, with helpful explanations and follow-through that make complex topics easier to understand.
Locally, Become Wealth presents as a boutique Christchurch presence with broader national backing, trusted to advise on substantial funds and offering a free initial consultation. The combination of resident advisers, specialist review of recommendations and independent ownership are presented as features that set the firm apart for Canterbury clients.
Become Wealth helps NZers build, manage, and protect their wealth. Whether you're planning for retirement, growing your investments, or managing a substantial portfolio, you'll work with a qualified adviser who knows your name, backed by specialists who review and challenge every recommendation before it reaches you. Trusted to advise on over $1 billion in client funds. One of only 49 firms in NZ with a DIMS licence to manage portfolios directly. Not bank-owned or product-provider-owned. We never pay for awards, rankings, or reviews. Services: investment management, financial planning, retirement planning, KiwiSaver, insurance, and mortgages. First consultation free. This is our Christchurch office.
1marketbase5 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!
Thanks Olivia! It has been Marcus and the teams pleasure to assist so far 😊 We’re standing by to assist on the next steps of your journey
Worked with Marcus Mannering, he was very professional and customer focused. Easy to work with and got the result I wanted. Highly recommend.
Hi Dylan, thanks for the feedback! Glad you've got a great result 😊 Rest assured it was Marcus and the team's pleasure to partner with you
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