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.

Trusted by 2,500+ kiwis

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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

AbOut

Adam started Compound Wealth over seven years ago with a simple mission — to help Kiwis grow their wealth through smart, long-term investing. After years in the industry, he saw too many people stuck in underperforming funds or receiving generic, one-size-fits-all advice. Compound Wealth was created to change that.

We specialise in KiwiSaver, investment, and retirement planning — with a particular focus on helping investors who want better outcomes and a clear path to retirement. Using advanced cashflow modelling software, we map out your financial future and implement high-quality investment strategies designed to optimise long-term results.

Since launching in 2017, we’ve helped many clients achieve stronger outcomes by selecting better investment managers, taking on the right level of risk, setting clear goals, and partnering with a professional who has their best interests at heart.

Whether you're just getting started or planning the next chapter, we’re here to guide you with clarity and care — so you can build lasting wealth and live life on your terms.

Trusted by 2,500+ Kiwis

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