COMPOUND. STRUCTURE. STEWARDSHIP.

STRUCTURED INVESTMENT AND WEALTH STRATEGY FOR LONG TERM FINANCIAL DECISIONS.

Strategic wealth management designed for those who value structure, clarity, and long-term growth.

APPLY NOW

Founder-led advice. Hi, I’m Adam

Compound Wealth is an independent, founder-led financial planning and investment firm.

I founded the business over eight years ago and today, I advise on over $130 million of client assets for investors across New Zealand.

When you work with Compound Wealth, you deal directly with me as the founder and owner of the firm. My business, reputation, and long-term success are directly tied to the outcomes I help clients achieve. This creates genuine alignment, accountability, and consistency over time.

Financial planning comes first. Investments exist to support your lifestyle, protect your wealth, and allow your money to compound over the long term. The focus is on making clear, disciplined decisions that remain aligned with your goals.

Compound Wealth combines global markets, modern platforms, and disciplined portfolio design with personal, ongoing advice, without the conflicts, overheads, or sales culture common in traditional wealth firms.

I invest my own money using the same philosophy and structures I recommend to clients. This ensures complete alignment and reinforces the responsibility I carry as the person advising you.

Clients value having a trusted long-term partner who communicates clearly, acts with integrity, and remains accountable through every stage of life.

Learn more

CHOOSE YOUR SERVICE LEVEL

Financial planning comes first. Your investments are structured to support your life and long-term decisions.

FLAGSHIP SERVICE

for clients with $1m-$5m

For people whose financial decisions have become too important to leave fragmented.

An advice-led relationship focused on bringing structure, clarity, and long-term discipline to your investments and financial life. This includes retirement planning and designing a sustainable withdrawal strategy, so you can spend with confidence while ensuring your capital continues to support you over the long term.

Learn more

STRATEGIC SERVICE

FOR CLIENTS WITH $5M-$15M

For people with established wealth who want clarity and structure before making major financial decisions.

This is a comprehensive advisory relationship that brings together your investments, cashflow, and long-term planning into a single, coordinated strategy. The focus is on helping you make confident decisions around retirement timing, capital allocation, property, and lifestyle changes, while ensuring your wealth is structured to support you over decades.

This level of service provides ongoing oversight, strategic guidance, and disciplined portfolio management, so your financial position remains aligned, resilient, and positioned for the long term.

Learn more

PRIVATE SERVICE

FOR CLIENTS WITH $15M+

For individuals, families, trusts, and organisations with significant capital who require ongoing strategic oversight and stewardship.

A highly personalised advisory relationship that coordinates investments, trusts, companies, and long-term planning into a unified strategy. This ensures your wealth is protected, properly structured, and guided with discipline and continuity across generations.

Learn more