Your partners in wealth

Hi, I’m Adam

Founder, Director and Financial Adviser

I started Compound Wealth over eight years ago to help people make smarter decisions with their money. I’ve worked in financial services for more than 12 years, including time at a KiwiSaver and investment management firm, and a stint working in Hong Kong before returning home to start Compound Wealth.

I grew up on a dairy farm, so I’ve always had a strong connection to farming and agriculture — and a real appreciation for hard work and long-term thinking. These days, I live in Mount Maunganui with my wife Meg and our young son Bobby. When I’m not helping clients, you’ll often find me coaching the U21s at the Mount Marlins rugby club or chasing Bobby around the beach.

Compound Wealth was built to give everyday Kiwis clear, practical financial advice — the kind of advice I’d want my own family to receive.

I help people with retirement planning, KiwiSaver advice, and smart investment strategies — all tailored to your goals and life stage.

If you’d like to chat, feel free to reach out: adam@compoundwealth.co.nz

For those seeking additional information, my personal Disclosure Statement is readily available.

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Hi, I’m Bruce

Senior Financial Adviser

With over two decades of experience in financial services, I’ve dedicated my career to helping Kiwis make informed, confident decisions about their financial futures. I take a practical, people-first approach - grounded in sound financial thinking and shaped by each client’s unique life story.

At Compound Wealth, we focus on building strong, long-term relationships - guiding clients through the complexities of investment planning, KiwiSaver strategies, and insurance for both personal and business financial risk protection. My goal is to bring clarity and confidence to your financial decision-making, ensuring your plan reflects your values, goals, and lifestyle.

Outside of work, I enjoy spending time with my family, travelling, cycling, playing tennis, reading and watching rugby league. These interests help me keep perspective and reinforce the importance of balance - in life and in finances.

I’m excited to be part of the Compound Wealth team, where we prioritise personalised advice and long-term partnerships. Let’s work together to unlock your wealth potential and achieve your financial goals.

For those seeking additional information, my personal Disclosure Statement is readily available.

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Mobile - 022 501 7648

Email - bruce@compoundwealth.co.nz

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The Compound Wealth story

Hi, I’m Zoe

Client Services Co-ordinator

With a background in both architecture & e-commerce cyber security, I bring a unique perspective to my role here.

I gained my Master's degree in Architecture from Victoria University of Wellington, and initially delved into the intricate world of architecture and construction. My journey then took a turn towards e-commerce and digital security, where I focused on safeguarding sensitive information against cyber threats.

My mission at Compound Wealth is to provide support and assistance to our valued clients. From managing inquiries to overseeing operational processes, I strive to uphold the highest standards of professionalism and efficiency.

At Compound Wealth we are all about building lasting relationships and empowering our clients to achieve their financial goals. With a dedicated team and a commitment to excellence, I'm honoured to be part of your journey towards financial success.

Email - zoe@compoundwealth.co.nz