Find your perfect KiwiSaver Strategy

As one of New Zealand’s leading KiwiSaver experts, we take a personalised approach and create a bespoke KiwiSaver recomendation just for you

PROVIDER & FUND RECOMMENDATION

We evaluate over 30 providers and 200+ funds to recommend the perfect fit for you based on your goals, life stage and values.

PERFORMANCE COMPARISON

You’ll see a comparison of your current fund and our recommended funds performance over different periods.

RETIREMENT PROJECTIONs

We’ll show you a projection for your KiwiSaver balance at retirement based on your key information.

FEE & ASSET ALLOCATION COMPARISON

We break down the fees for different funds and how they allocate assets, making it easy for you to understand and feel confident in your decision.

We do our best work with:

Aged 30+

Investors who are looking to maximise their returns for retirement.

Ready for expert guidance

People who value expert help because retirement is too important.

$50,000+

For diligent investors with more than $50,000 in their KiwiSaver account who are looking to unlock their retirement potential.

Trusted by 2,500+ Kiwis

Our partners

  • Pathfinder
  • milford

KiwiSaver & Retirement Planning Scenario

Your KiwiSaver and Investments expert

Meet Adam

At Compound Wealth, we understand that many Kiwis miss out on maximising their KiwiSaver returns for several key reasons:

  • They lack a clear strategy.

  • They leave potential returns on the table by investing too conservatively.

  • They chase past performance.

  • They fail to integrate KiwiSaver with other investments, limiting their options for retiring early.

  • They contribute haphazardly or by default rather than with intention.

Our mission is to help you avoid these pitfalls and create a personalised retirement plan tailored to your unique needs.

With over 10 years of experience in KiwiSaver, we know the providers, funds, and essential details that guide the best recommendations for you. You'll receive expert guidance through market fluctuations, helping you stay focused on your long-term goals and avoid impulsive decisions.

Complete our quiz and book a time to speak with me via Teams. I can walk you through some live retirement planning scenarios using our cash flow modelling software. From there, we’ll create a KiwiSaver and retirement plan that includes:

  • An understanding of what’s possible so you can retire when and how you want.

  • Portfolios using only best-of-breed managers.

  • Answers to all the big questions, such as how much you can spend and how long your money will last.

The Process

  • Our first step is to understand where you are at now, so we can look ahead to where you are going. Complete our quick KiwiSaver Discovery Quiz

  • Book a 15-30 minute call with Adam. Ideally, we’d like to set up a Teams meeting so we can run through some live retirement planning scenarios together via our cashflow modelling software. Once Adam understands your goals for your KiwiSaver, he will prepare a report with a personalised recommendation.

  • Like our recommendation? Great. Let’s push forward and maximise your KiwiSaver potential.

FAQ

  • We have established partnerships with the following KiwiSaver providers who compensate us for providing financial advice.

    Milford KiwiSaver Plan

    Generate KiwiSaver Scheme

    Booster KiwiSaver Scheme

    ANZ KiwiSaver Scheme

    Pathfinder KiwiSaver Scheme

    AMP KiwiSaver Scheme

    For the KiwiWRAP KiwiSaver Scheme, Kernel KiwiSaver Scheme, Koura KiwiSaver Scheme, and Goals Getter KiwiSaver Scheme we charge a separate advice service fee.

    Rest assured, all fees associated with our services will be fully disclosed in your KiwiSaver recommendation. We believe in transparency and ensuring that you have a clear understanding of any fees involved in our advisory services.

  • At Compound Wealth, we stand out from other financial advisers in three significant ways:

    We are a leading KiwiSaver advisory firm with a specialisation in long-term wealth creation. With over 10 years of experience in the KiwiSaver and financial services industry, Adam Stewart, our Director & Financial Adviser, brings extensive expertise. Since the inception of Compound Wealth 7 years ago, we have helped over 2500 New Zealanders make smarter KiwiSaver decisions, advising on over $100 million of KiwiSaver funds.

    Our approach involves collaborating with multiple KiwiSaver providers to identify the funds that best aligns with your unique financial goals and circumstances. We follow a robust investment selection process so that you have trust and confidence in your chosen investment.

    We prioritise impartial advice and continuously evaluate the KiwiSaver providers we work with. By maintaining an unbiased stance, we ensure that the recommendations we provide to our clients are objective and aligned with their best interests.

  • It takes around 10 business days for your existing provider to transfer your funds to your new provider. Your new KiwiSaver provider contacts your existing provider and IRD on your behalf so there is nothing to do from your end.

  • All KiwiSaver providers provide online access so that you can view your investment. However not all KiwiSaver providers have developed a mobile app. If this is an important feature for you then we can recommend a KiwiSaver provider with this feature.

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