BECOME WEALTH – $1 BILLION INVESTED AND COUNTING…
In just a decade, Become Wealth has crossed a monumental milestone—managing over $1 billion in client funds. But for this dynamic team, it’s not just about numbers; it’s about people, growth, and the journey ahead.
Become Wealth is expanding both organically and through strategic acquisitions. With six expert advisors based at B:HIVE & Christchurch and a footprint across three countries, they serve a diverse mix of rapid accumulators and those planning for retirement.
Strong Foundations, Ambitious Future
A key driver of Become Wealth’s success is its partnership with the New Zealand Defence Force’s savings schemes, led by NZDF Relationship Manager Mark Williamson. They also advise major NZX and ASX-listed companies and a broad network of individual investors. Their services span investment management, mortgage broking, financial planning, personal insurance, and property advice, offering a holistic approach to wealth-building. Their services span investment management, mortgage broking, financial planning, personal insurance, and property advice—offering a holistic approach to wealth-building.
On the Hunt for Growth
As industry regulations tighten, CEO Joseph Darby sees opportunity. He believes Become Wealth is well-positioned to lead mergers and acquisitions, helping others adapt while expanding their own reach. Another key focus? Large workplaces.
“We’re uniquely positioned to deliver financial advice at scale, something unmatched in New Zealand,” says Joseph.
A Team That Stands Out
What sets Become Wealth apart isn’t just their financial acumen—it’s their people. Compared to industry norms, their team is young, dynamic, and ambitious, bringing a fresh perspective to wealth management.
Beyond finance, they’re high achievers:
Joseph Darby – Former Army Officer with Middle East experience.
Nik Velkovski – Melbourne-based Private Wealth & Lending Manager, semi-pro footballer.
Josh Copeland – Private Wealth & Risk Specialist, competitive AFL player, ex-NZ rep.
Marcus Mannering – Risk & Lending Specialist, former NZ shooting rep, avid hunter.
Vinessa Orsbourn – Private Wealth & Risk Manager, adventurous NZ mountain biker.
Their diverse backgrounds bring depth, resonating with clients from all walks of life. Whether someone dreams of retiring as a “financially independent fisherman” or a “full-time professional tourist,” this team gets it.
Shaping Financial Futures
In an ever-evolving industry, Become Wealth helps Kiwis navigate their financial journeys and achieve success.
With $1 billion invested and counting, they’re just getting started.