Two financial planning groups merge
Milestone Direct which is formally contracted by major NZX- and ASX-listed companies to assist their staff with individual financial choices, as well as ongoing financial services to the members of the Defence Force, has merged with Become.nz which provides financial services to doctors.
The merged business has been renamed, Become Wealth.
With recent changes in financial markets and in the regulatory environment, the need for additional scale and specialisation was identified, to ensure clients can continue to receive the highest standard of services and access to the best quality financial products in the marketplace, the groups says in a statement.
Become Wealth will be a national provider of diversified financial advice and investment management services. It is based in Auckland with a major presence in Christchurch and offers mortgage broking, financial planning, insurances, and a range of investment solutions.
Click the button below to subscribe and will have free unlimited access for a limited time to full article and all other articles on the site.
You will also be able to comment on articles on Good Returns.
![[The Wrap] What the heck is happening at the FMA?](https://goodreturns.publit.io/file/c_fill,w_300,h_200/a6c3bc06-6401-44de-96e2-286c090e132d.jpg)