Become Wealth Limited has announced it has surpassed $1 billion in funds under advice. According to Become Wealth’s CEO, Joseph Darby, “We’re delighted to hit this milestone, though we’re happiest for our clients. Reaching $1 billion in total funds under advice shows our clients are getting wealthier and displays their faith to invest based on our expertise and input.
“Moving forward, we expect our team, with their passion for delivering client outcomes with a great client experience, to be central to our success as we continue our national expansion.”
In addition to DIMS FUM exceeding $100 million, a substantial portion of the funds under advice is comprised of the New Zealand Defence Force (NZDF) Savings Schemes. Become Wealth is the financial advice and education services provider to members of these schemes. The overall package of financial benefits for NZDF members is called the Force Financial Hub.

A journey with the NZDF
Darby went on to say, “We’ve been on a journey with the NZDF, the NZDF Savings Schemes, and other components of the Force Financial Hub for some time. So, we’re immensely grateful to NZDF decisionmakers, members, and the other product and service providers of the Force Financial Hub. Special mention must be made of the NZDF Relationship Manager, Mr Mark Williamson, whose dedication over the years has been beyond compare.”
“Looking ahead, Become Wealth has more than a few exciting opportunities on the horizon, too, so the $1 billion milestone represents just another step, rather than an end destination. As one example, we’ve invested a lot in our team, who seem younger than most in the investment industry. This means we can help clients for many years with a low likelihood of advisers retiring before clients’ financial journeys have run their course. Another area of opportunity is our ability to deploy financial advice services-at-scale to homogenous groups such as large workplaces, which we believe is unequalled in the New Zealand marketplace,” says Darby.