Your partners in wealth

Hi, I’m Adam

Founder, Director and Financial Adviser

I started Compound Wealth over seven years ago with a simple goal — to give Kiwis real, personalised financial advice that helps them live well, not just retire well.

Too often, people are pushed into financial products without a clear plan. I wanted to offer something different — advice that’s focused on long-term outcomes, built around what matters most to you, and backed by smart, evidence-based investing.

Most of the people I work with are in their 50s or 60s. Some are getting close to retirement, others are already there — but they all want to make confident decisions about their money, lifestyle, and legacy. They’re asking: How much is enough? Can I help the kids? Will I be okay?

These are big questions — and they deserve thoughtful, practical answers.

I specialise in KiwiSaver, investment, and retirement planning. I use advanced cashflow modelling tools to map out your financial future, then work with you to put the right investment strategy in place. It’s not about picking funds — it’s about making sure everything is aligned to your goals.

That’s why I do what I do. To give people clarity, confidence, and a plan that works.

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

Email - adam@compoundwealth.co.nz

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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.

Schedule an appointment here

Mobile - 022 501 7648

Email - bruce@compoundwealth.co.nz

Reach out to Bruce

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