CHRISTCHURCH, Today: Become Wealth Limited Become Wealth has proudly reached a whopping $1 billion in funds under advice, marking a significant milestone that reflects the company’s sustained growth and success.
Joseph Darby, the CEO, expressed his enthusiasm, stating, “We’re delighted to hit this milestone, though we’re happiest for our clients.” This achievement not only demonstrates the company’s robust growth but also the trust their clients place in their financial expertise.
The company is geared up for further expansion, driven by a team committed to delivering outstanding client outcomes. Darby emphasised, “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.”
A major component of their success includes managing over $100 million in DIMS FUM, significantly supported by their role in managing the New Zealand Defence Force (NZDF) Savings Schemes within the Force Financial Hub.
“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 decision-makers, members, and the other product and service providers of the Force Financial Hub,” Darby added.
“We’re delighted to hit this milestone, though we’re happiest for our clients.” – Joseph Darby
Looking to the future, Darby highlighted the promising avenues for growth, “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.”
This forward-looking approach is buttressed by a young, dynamic team poised to serve clients over the long haul and a unique capacity to provide scaled financial advice to large workplaces.
As the financial industry continues to evolve with regulatory and technological changes, Become Wealth remains well-positioned for growth through strategic mergers and acquisitions.
Darby noted the challenges and opportunities this environment presents, “Regulation and technological changes mean it’s not getting any easier to operate in the NZ financial services space, and our phone lines are open for ethical self-employed advisers who might be looking to exit the industry on good terms by selling their books to someone they know will take care of their clients.”
This combination of achievement, strategic planning, and future readiness underscores Become Wealth’s commitment to maintaining the highest standard of service while exploring new opportunities to enhance their financial solutions.
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