Become Wealth - Auckland office
72 Taharoto Road, Takapuna, Auckland, New Zealand
About Become Wealth - Auckland office
Welcome to Become Wealth - Auckland office, located at 72 Taharoto Road in Auckland, New Zealand. As an establishment that focuses on finance and insurance, we are a trusted point of interest for individuals seeking to build wealth and secure their financial future.
At Become Wealth, we understand that starting to build wealth can seem overwhelming. However, if you are a Kiwi home-owning household, we are here to help you, and you don't even have to give up your daily coffees. Unlike most Kiwis who don't start planning until their 50s, our unique planning process helps your finances achieve what you truly want from life.
We believe that every year you wait to start building wealth could cost you hundreds of thousands of dollars in later life. That's why we encourage you to start as early as possible, as the earlier you begin, the better off you will become. You can even use our calculator to determine the sum you'll need when you want to step back from work.
"We want to be the third best thing that ever happens to you – after kids and family." With the power of time and our all-of-life approach, we aim to improve your financial life without asking you to sacrifice your day-to-day enjoyment.
Whether you're looking to get onto the property ladder, climb up a rung, or purchase the entire ladder, our mortgage brokers will find you the best mortgage deal to finance your plan and help you reach your goals.
Having a solid investment plan is crucial for building a secure future. However, it's important to diversify your investments and not focus solely on one area. Our experts can help you develop an investment plan that maximizes opportunities and minimizes risks.
We understand that Kiwis value their lives, families, finances, and possessions. That's why we offer insurance solutions tailored to your needs. Whether you're updating your insurance, experiencing life changes, or simply looking for affordable coverage, we can help you find the right insurance that provides security without breaking the bank.
With a track record of growing wealth for thousands of New Zealanders, Become Wealth is a trusted provider of financial advice and investment services. As a licensed Discretionary Investment Management Service (DIMS) provider and Financial Advice Provider (FAP), we are recognized as the official financial advice provider for major government departments and NZX and ASX listed companies. You can trust us, just like they do.
Whether you're looking to start building wealth, secure your financial future, or navigate the complex world of investments and insurance, Become Wealth is here to guide you every step of the way. Visit our Auckland office today and let us help you achieve your financial goals.
Photos of Become Wealth - Auckland office
B:Hive, Smales Farm, 72 Taharoto Road, Takapuna, Auckland 0622, New Zealand
Opening hours of Become Wealth - Auckland office
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Become Wealth - Auckland office
"I would like to say a big thanks to Nik Velkovski and his team at Become Wealth for all of the great work they did for myself and my wife in helping us with our mortgage setup. They put in a lot of work, and made the whole process easier for us. I would recommend their services to anyone who needs help with any mortgage issues. Thank you again."
"I was offered to be paid out by my beloved private pension provider, who arranged for Josh Copeland at Become Wealth to provide impartial scenarios related with me staying, or leaving my fixed pension. From my first contact with Become Wealth, Josh, and his associates, I have been impressed with their contactability, prompt replies, empathy, and no-pressure advice tailored to my personal situation. My decision to invest my money turned out to be life changing."
"Josh and Marcus were instrumental in assisting me on purchasing my next house. Having a busy full time job and not the best understanding of the processes made having both them assist me through the process more seamless and less stressful. Their emails and video chats on advice and where to next aided in this, with timely responses to questions or phone calls if missed. Having what I still needed to do clearly articulated was great as a reminder as when you get bogged down with work having to decipher it yourself can be overwhelming. I’m greatly appreciative of the work Josh and Marcus have done for me and I would use them again if I’m in a position to purchase another house."
"We have worked with Nik for over 7 years now - back then Become Wealth was still Milestone Direct. Nik has helped us re-fixing our mortgage multiple times over the years and saved us thousands of dollars by getting us the best rates (even our banks account manager was surprised about our rate). We recently took out a new loan to purchase a property and it was all professional smooth sailing with Nik on our side. Always responsive and happy to answer all sorts of questions. Thanks for hustling the banks and getting us the best deal possible. We really appreciate all your hard work and help, Nik! Cheers, Barbara & Sebastian"
"Nik Velkovski was excellent throughout the whole process. He was always engaged and kept me up to date with what was happening while purchasing my house. Very friendly mortgage broker that was proactive and assisted me throughout all the challenges over the last 18 months. Can’t recommend him enough!"
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