Learn About Us And Meet Our Team | Become

The challenge 

We see that people’s lives happen quickly. One minute they are buying a house, the next having kids and they now find themselves with responsibilities, debt, maybe a business. Their aspirations are there, but they don’t have a plan. They get busy, they put things off and they hope it all works out. Deep down they know they should take action, but it seems too hard and they don’t know what to do, or who they can trust.

Meanwhile the market is failing to deliver an effective solution. Most people rely on their banks, who make and sell their own products, or advisers who focus on one aspect, but miss the big picture. Clients are left juggling multiple advisers without a strategy to get them what they want and as a result, they are missing out. 

Our Values

We deliver client success
That means a great experience and great results

We work together
A champion team will beat a team of champions

Quality is a must
No stone unturned

Never stop improving
We are always working on ways to add more value.

Our Beliefs

We believe that ambitious Kiwis have unrealized potential

We believe that finance plays a key part in helping fulfill that potential

We believe that the market has failed to deliver a solution that makes it easy to succeed

We believe you need a strategy built by a team of experts from different specialties who can plan, implement and manage your finances to ensure you succeed.

Because a great company is made up of great people

You can get in touch directly with any of the financial experts from Become below.

  • Richard Compressor
    Richard Clark
    Founder and CEO
  • Nadia Compressor
    Nadia Maddock
    General Insurance Broker
  • April Compressor
    April Hastilow (nee Marx)
    Senior Mortgage Adviser
  • 001 6081 Lumo Edited
    Lisa Donning
    Business & Systems Analyst
  • Kate Compressor
    Kate Kennedy
    Head of People & Culture
  • 586142 Optimising Staff Photos Gaynor 112219
    Gaynor Sherwin
    Financial Associate
  • 586142 Optimising Staff Profile Picson Become Website James Kara 112519
    James Kara
    Financial Adviser
  • 586142 Optimising Staff Profile Picson Become Website Sarah Vaughan 111519
    Sarah Vaughan
    Assistant Mortgage Adviser
  • 586142 Optimising Staff Profile Picson Become Website Ruth White 111519
    Ruth White
    General Insurance Support
  • 586142 Optimising Staff Profile Picson Become Website Jon 111519
    Jon Collier
    Head of Advice
  • 586142 Optimising Staff Profile Picson Become Website Bailey 111519
    Bailey Coltman
    Financial Associate
  • 586142 Optimising Staff Profile Picson Become Website Bonard 111519
    Bonard Metahysa
    Financial Adviser
  • 586142 Optimising Staff Profile Picson Become Website Davin Robinson 111519
    David Robinson
    Financial Adviser
  • 586142 Optimising Staff Profile Picson Become Website Ollie 111519
    Ollie Shermatov
    Mortgage Adviser
  • 586142 Optimising Staff Profile Picson Become Website Rebecca 111519
    Rebecca Allsop
    Domestic Insurance Broker
  • 586142 Optimising Staff Profile Picson Become Website Gina 111519
    Gina Cardwell
    Accountant
  • 586142 Optimising Staff Photos Allison 112219
    Alison McKenzie
    Financial Adviser
  • 586142 Optimising Matt Anderson 120219
    Matthew Anderson
    Client Services Coordinator
  • 586142 Julian Lingard 120619
    Julian Lingard
    Insurance adviser

Richard Clark

Founder and CEO

Richard started in the financial world early, buying his first property while still at high school. He was working part time and pulled together all his savings to buy a small investment property with his mother. Many years, properties, and lessons later Richard decided to start Become. He believes that opportunities are everywhere. That with the right mind-set and actions you can seize the greatest opportunities, and create a legacy. This is true for both our customers and the team at Become and together we aim to help people be more confident with their finances, to meet and exceed their financial goals, and uncover new opportunities along the way.

Away from work Richard loves going to the gym and spending time in Queenstown with his family. He has a Bachelor of Business Studies from Massey University with a Major in Finance and Minor in Valuation and Property Management. 

Nadia Maddock

General Insurance Broker

After finishing a five-year stint in the United Kingdom as a professional dancer, Nadia returned to Christchurch and settled in to an Insurance Broking Support role for one of the largest Insurance Broking Companies in New Zealand. Seeking more opportunity, and wanting to work more closely with her customers, Nadia joined Become to manage our property insurance business. She believes in exceptional customer service and is committed to finding the best outcome for her clients.

Away from work, she enjoys travelling, hiking and going to the gym.

April Hastilow (nee Marx)

Senior Mortgage Adviser

While building her first home in Halswell, April discovered first hand the pressures and complications when it comes to getting finance and building. After experiencing the excitement of being a home owner she decided to leave the broadcasting industry and head into banking to help make it easier for others to get into their own home. Having cut her lending teeth with ANZ, April has the skills, knowledge and experience to help you get the most out of your next property purchase.

When she’s not helping people with their lending, you’ll find April baking treats that definitely don’t get the health tick, riding her motorbike, or on the ski fields. She has a Bachelor of Broadcasting and Communication from the NZ Broadcasting School.

Lisa Donning

Business & Systems Analyst

Lisa came to New Zealand from England in 2009 to work with horses, however she fell in love with Canterbury and decided to settle here. She found her niche in the finance industry and came to Become to work with a team that truly cares about clients and about each other. Her expertise lies behind the scenes, where she supports the team by managing our operations and helping to drive the business forward.

Outside of work Lisa can be found in the gym or exploring the hills around Canterbury on foot or on horseback. She is currently studying towards a Bachelor of Applied Management.

Kate Kennedy

Head of People & Culture

Kate’s career initially started in banking and then moved to insurance, where she worked for a leading life and health insurer and the largest NZ-owned brokerage.  She transitioned into Recruitment and Human Resources, specialising in Recruitment across the insurance industry, and in 2016 joined Become to broaden her skills across the HR spectrum.  Kate is passionate about helping people maximise opportunities by building resilience, increasing focus and decisiveness.  She enjoys creating an environment where people look forward to coming to work each day.  Kate also assists the Director with the financial management of the business. 

Gaynor Sherwin

Financial Associate

Gaynor has an extensive banking and administrative background, with over 18 years’ experience both here and in the UK, where she hails from. She has recently achieved her National Certificate in Financial Services (Level 5) and her attention to detail and extraordinary organisational skills are well utilised in helping advisers to keep things ticking along at pace.

When not in the office, Gaynor enjoys walking her gorgeous pooch (Fudge) on the beach, catching up with her family and friends or trying out her new found passion - yoga.

James Kara

Financial Adviser

James has extensive experience across wealth management as not only a Financial Adviser, but also as an Investment Analyst. As well as being an Authorised Financial Adviser (AFA), James has achieved level 1 of the Chartered Financial Analyst (CFA) qualification and aims to achieve the final two levels in the coming years, putting him in a unique position of being one of only a few advisers in New Zealand having both achieved AFA and CFA status.

When not working with his clients’ finances or studying, James and his wife have three children who happily take up most of their time. Together, they can be found camping and tramping around remote parts of the South Island.

Sarah Vaughan

Assistant Mortgage Adviser

Sarah has over 5 years’ experience in financial services and over 20 years in various customer facing roles, including hospitality. Having worked for the last few years for a large corporate bank, she has joined the team and is eager to be able to offer clients a wider range of solutions and a more personalised experience.

In her spare time, Sarah enjoys being active in the great Kiwi outdoors, along with live music, good food and good company.

Ruth White

General Insurance Support

Ruth has over 25 years’ experience in the insurance industry with knowledge of domestic, rural and commercial insurances. The Fire & General Insurance industry has seen major changes following the Canterbury earthquakes and Ruth feels it is important for clients to get the right insurance cover for their assets and to have an advocate in the event of a claim. Ruth relishes the challenge of arranging a comprehensive package of insurance suited to an individuals needs and she enjoys being there for her clients should they have any queries or a claim. 

In her spare time, Ruth likes to spend time with her family and catching up with friends.

Jon Collier

Head of Advice

Jon is MedCapital’s primary New Zealand Private Wealth Manager, based in Auckland.

Jon has extensive experience across Wealth Management as not only a financial adviser, but management consultant to the financial advice industry. Jon provides best practice advice to his clients from assessing their needs through to implementing sound financial management solutions.

 As a Private Wealth Manager, Jon has a keen appreciation of how good financial advice can significantly improve the quality of lives and takes great satisfaction from making positive differences to those of his clients.

Jon and his wife have two young daughters who happily take up most of their time. Together, they can be found travelling around New Zealand and beyond as time permits. When not following New Zealand across major sporting codes, Jon enjoys playing football and socialising over good food and wine.

Bailey Coltman

Financial Associate

Bailey grew up with a family of financial planners, working part time in the family business all through University after a gap year in Europe. While completing her Bachelor of Commerce, she decided to put a boundary between her work and family life and joined the exciting MedCapital team. 

Outside of work Bailey can be found travelling with friends, relaxing with family, and reading good books. The highlight of her Europe trip was spending time in Switzerland, working as a Nanny, and exploring the charms of diverse Swiss culture.  

Bonard Metahysa

Financial Adviser

Bonard is a Private Wealth Manager based in Auckland. Bonard is experienced in the Wealth Management industry having serviced a wide variety of clients through his work at large financial organisations and boutique financial planning firms.

Bonard is passionate about making a positive difference to his clients, always placing their best interest first, and helping them achieve their financial and lifestyle goals.

Away from work Bonard enjoys going to the gym, keeping fit and healthy and spending time with his friends and family. In addition to his Financial Planning qualifications, he also completed a Postgraduate Diploma in Business Administration and an Honour’s Degree in Philosophy. He speaks three languages and enjoys interacting with people from different cultures and backgrounds.

David Robinson

Financial Adviser

David is a Private Wealth Manager based in Tauranga. He is an Authorised Financial Adviser with extensive experience in Financial Services working for large corporates and a boutique franchise operation in New Zealand.

David is passionate about providing long term solutions for clients financial goals and protecting their financial future.

Outside of work David enjoys time with his wife and two children, engaging in his Rotary Club’s activities, and the occasional game of soccer.

Ollie Shermatov

Mortgage Adviser

Ollie has called Christchurch home for 17 years after moving with his family from Riga in Latvia. Fluent in both Russian and English, Ollie has been enjoying helping people into their first homes, next homes and everything in between for 7 years with ANZ bank. He left the bank after working his way from teller, to finally specialising in business banking, so is familiar with financials, asset finance and all sorts of lending scenarios.

Outside of work, Ollie can be found on the football field, in the gym, or stealing friends dogs to take for runs.

Ollie has a BCom in Management and Marketing.

Rebecca Allsop

Domestic Insurance Broker

Rebecca has worked within the Fire & General industry for over 8 years and has most recently returned to insurance broking, after a 3 year stint in Finance and Lending.

She loves the past faced environment of insurance and the variety it provides day to day. Rebecca enjoys helping her clients and providing advice to ensure they have the best cover available to them, for the best and most competitive premium.

When not working, Rebecca is most happiest when in her garden or spending time with her husband Mark and stepdaughter Brooke.  

Gina Cardwell

Accountant

Gina is Become's Accountant, she keeps a close eye on all the numbers, providing reporting and advice as required. 

Alison McKenzie

Financial Adviser

Alison has an extensive background in Financial Services in the UK and New Zealand. She is an Authorised Financial Adviser (AFA) and works closely with her clients to enable them to put in place solutions which allow them to reach their financial goals. She is passionate about making sure the outcomes her clients are striving for are excellent ones.

When not helping clients you’ll find Alison on the beach with her Partner and dog Zico, or getting out on her bike.

Matthew Anderson

Client Services Coordinator

Matthew has a background in finance and customer care in New Zealand and Australia. He introduces our business to prospective clients and arranges meetings in the early stages of membership.

When Matthew isn’t in the office, he’ll likely be looking for interesting photos to add to his Instagram, or in the park with a good book.

Julian Lingard

Insurance adviser

Julian has a wealth of experience in life and health insurance and enjoys making sure his clients risks are well taken care of.

Do you just want to talk to someone now?

Meet the team