Compound Wealth Blog
Our bank of knowledge
Want to Invest Your KiwiSaver in Bitcoin?
Eligible investors can now allocate up to 99% of their KiwiSaver to Bitcoin using listed funds and equities. This isn’t your standard KiwiSaver fund. It’s a high-conviction strategy for investors who want their retirement savings to reflect their belief in the long-term value of Bitcoin.
Four Retirement Regrets I See Time and Time Again
The biggest regret I see isn’t missing a market return or picking the wrong fund.
Why you need Insurance Advice in New Zealand
New Zealand’s life and health insurance market is incredibly complex. With dozens of providers, thousands of features, and endless variations in policy wording, it's no wonder people feel overwhelmed. That’s exactly why professional advice matters.
The Financial Impact
If someone relies on your income, or if you’d struggle to keep things running without it, now’s the time to make a plan. We’ll walk you through your insurance options and help you figure out what’s worth protecting.
The Risks are Real
The right cover gives you breathing space. It lets you recover properly, protect your income, keep the business going, and support the people who rely on you.
You don’t need every type of insurance under the sun. But you do need to understand your risks—and which ones are worth protecting against.
How We Use Independent Morningstar Research to Build Better Portfolios
Good advice should be backed by great research. That’s why we subscribe to Morningstar Adviser Research - a globally respected, independent research house that helps advisers like us cut through the noise and make evidence-based investment decisions.
Compounding Interest: Working for you or against you?
What is Compound Interest? Compound interest is when the money you save or invest earns interest, and that interest also starts earning interest. Over time, this cycle allows your money to grow faster the longer it remains invested.
Exploring Self-Select KiwiSaver: A Quiet Revolution in Retirement Saving
Self-Select KiwiSaver - a growing trend that empowers investors to build personalised portfolios. It's quietly reshaping the way Kiwis think about their retirement savings, blending flexibility with the potential for greater long-term growth.
The Complete Guide: Everything You Need To Navigate Markets With Confidence
This comprehensive market snapshot provides valuable context for what’s driving recent performance across shares, bonds, and other major asset classes. While volatility can feel unsettling, the data shows it’s not unusual and certainly not a reason to abandon a long-term strategy.
How to Customise Your KiwiSaver Strategy
Most KiwiSaver funds put your money into the same generic mix of assets, whether you're passionate about clean energy, or tech, or curious about crypto. That’s why we built Compound Pro - a DIY KiwiSaver designed for people who want more control, more transparency, and more alignment with their goals.
Why Most KiwiSaver Funds Limit Crypto Exposure
Most KiwiSaver funds won’t touch crypto. Not because there’s zero value in it—but because it’s outside their comfort zone. Large fund managers typically stick to traditional assets, avoid volatility, and rarely shift course unless absolutely necessary.
That approach might suit some investors, but it leaves others boxed out of opportunities they’re actively looking for.
Transferring Your UK Pension to New Zealand: What you need to know
Transferring your pension can help bring everything under one roof - and with the right guidance, the process is easier than you might think. Here’s our guide to help you understand what’s involved in moving your UK pension to a New Zealand-based scheme.
Health Insurance for Families in the Bay of Plenty: A Local Guide
Raising a family in the Bay of Plenty is all about enjoying the best of life - whether it’s weekends at the Mount, school runs around Tauranga, or family holidays to the Coromandel. But when it comes to your family’s health, peace of mind is everything. That’s where the right health insurance comes in.
Why Bay of Plenty Business Owners Should Consider Key Person Insurance
Running a business in the Bay of Plenty isn’t just about hard work - it’s about people. Whether you’re a small business owner in Tauranga or a tradesperson based in Mount Maunganui, there’s often one or two key people who keep the wheels turning. But what happens if that person can’t work due to serious illness, injury, or worse?
Best Performing KiwiSaver Funds in 2025 - Q1 Update
Maximise your returns for retirement with Compound Wealth’s list of the best KiwiSaver funds in each category for the first quarter of 2025. We help you decide how to invest.
Top 5 Benefits of Moving Your UK Pension to New Zealand
By transferring your UK pension into a New Zealand QROPS, you bring your retirement savings under one roof. This simplifies reporting, allows for clearer investment oversight, and makes it easier to plan your future income with a single point of contact. It also makes dealing with withdrawals, tax, and estate planning more streamlined under NZ regulations.
The Power of Compounding: A Report
This slide deck breaks down one of the most powerful, yet often underestimated, forces in investing: compound interest.
Booster Savvy: A Smarter Way to Spend and Earn
If you’re looking for an alternative to a standard bank account that provides returns on every dollar while keeping your funds accessible, Booster Savvy could be the perfect fit.