Become Wealth joins as Consilium Partner Firm, Elevating Client Service and Growth
Become Wealth has taken a significant step forward in its commitment to delivering outstanding financial advice by becoming a Consilium Partner Firm.
This exclusive status places Become Wealth among New Zealand’s leading independent financial advisory firms, providing access to best-in-class resources and industry expertise.
“We are thrilled to welcome Become Wealth as a Partner Firm,” says Ben Brinkerhoff, Consilium Head of Advice. “Their dedication to high-quality, independent financial advice aligns perfectly with the values of our Partner Firm network.”
Joseph Darby, Chief Executive of Become Wealth said, “Joining Consilium as a Partner Firm empowers us to provide even greater value to our clients. With access to top-tier resources and expertise, we can continue to grow and refine our services while staying at the forefront of financial advice to help our clients stay or become wealthy.”
Become Wealth transitioned to Consilium Wrap in June 2024 and recently reached a milestone of $1 billion in total FUA.
Consilium’s Partner Firm service is designed for independent advisory firms that have achieved a high level of growth and professionalism.
Partner Firms gain access to Consilium’s comprehensive support framework designed to enhance adviser capabilities and help them better serve their clients. Key advantages include access to a structured advice process, training and development, discovery sheets, advice templates, and communication tools that support firm growth and development.
As a Partner Firm, Become Wealth will also participate in Consilium’s annual Partner Firm Conference, New Zealand’s largest event dedicated to independent wealth advisers. The conference provides firms with valuable insights, collaboration opportunities, and thought leadership on best practices in the industry.
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About Consilium
Consilium recognises the value of advice and supports financial advisers across New Zealand, through innovation and globally recognised best practice systems. Our solutions provide efficiencies and support so advisers can spend their time where it is most valuable – with their clients.
Working with more than 150 advisory firms across New Zealand and assets under administration over $9 billion, Consilium’s solutions include the Consilium Wrap platform, Synergy Investments, KiwiWRAP KiwiSaver Scheme, Evidential Investment Funds and Consilium Partner Firm Services.
For more information, please visit www.consilium.co.nz
About Become Wealth
Become Wealth is a fast-growing multi-disciplinary financial advice business dedicated to help New Zealanders create or maintain wealth. Become Wealth provides advice on investment, lending, personal insurance, and direct property investing from offices in Auckland and Christchurch.
For more information, please visit www.become.nz