Unlock your wealth potential
At Compound Wealth, we specialise in bespoke KiwiSaver advice and investment planning that leverages international research and proven strategies. Based in Mount Maunganui, Bay of Plenty, we work with clients across New Zealand to design approaches that grow and protect wealth with confidence.
Whether you’re building toward retirement, reviewing your KiwiSaver, or seeking a smarter long-term plan, our personalised advice puts your goals first. For clients with larger KiwiSaver balances, we also provide access to open-architecture solutions through KiwiWRAP, offering greater flexibility, global diversification, and specialist strategies not available in standard KiwiSaver funds.
Book a free consultation today and take the first step toward a smarter, more intentional financial future.
Investing for your tomorrow
Our services
Kiwisaver
Bespoke KiwiSaver advice, trusted by over 2,500 Kiwis
Retirement planning
Build a comprehensive retirement investment strategy
Private wealth
Tailored advice to help you achieve your goals
Our partners
Here to help
Adam started Compound Wealth in 2017 with a simple goal: to give Kiwis better, more personalised advice about their money. Too many people were stuck in generic funds or getting advice that didn’t fit their goals. Compound Wealth was built to change that.
We specialise in KiwiSaver, investment and retirement planning with a focus on designing strategies around each client’s situation, rather than taking a one-size-fits-all approach. Whether it’s building a bespoke KiwiSaver portfolio, mapping out a retirement plan, or structuring investments for the long term, the aim is the same: clarity, confidence and better outcomes.
Using advanced cashflow modelling, we can show you where you’re headed and what’s possible. From there, we partner with you to put in place high-quality investments and stay on track over time.
Since day one, we’ve helped hundreds of clients make smarter decisions, select stronger managers and invest at the right level of risk for their goals.
Whether you’re just starting out or planning the next chapter, we’re here to help you design a path that’s truly your own.
Over 10 years of KiwiSaver and investment expertise
Follow along @compoundwealth.nz
