The Compound Wealth Difference
Our Name
One of the most powerful forces in the universe is the principle of compounding. The snowball effect that happens when your earnings generate even more earnings. The miracle that is compounding is the secret to growing wealth and we believe that not enough New Zealanders are unlocking the power of compounding hence our name Compound Wealth. It is our mission to help people make compounding work for them not against them.
Our Difference
We believe all people should have access to expert financial advice regardless of the amount of assets they have to invest.
We view transparency to our clients as a core value and believe it is essential in creating a relationship built on trust.
We work with clients to identify a proper risk score and allocate their investments based upon their risk sensitivity and goals.
Competitive fees – fees charge by Compound Wealth are disclosed, transparent and competitive.
Our Values
Client first – Placing your interests first.
Integrity – Being truthful and trustworthy.
Objectivity – Acting in your best interests.
Fairness – Respecting others.
Competence – Maintaining the necessary skills, knowledge and business expertise.
Confidentiality – Protecting your private information.
Professionalism – Maintaining an ethical reputation.
Diligence – Delivering. Promptly and thoroughly.
Our Team
Adam Stewart
Director & Financial Adviser
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“With financial advice being out of reach for many New Zealanders I decided to take action.”
Meet Adam who is behind helping people plan better for the future.
Hi, I’m Adam, I have been working in the financial services industry for over 7 years, having started my career in New Zealand working for a Wellington based investment management firm before moving to Hong Kong where I worked recruiting Mid to Senior level Investment professionals for Golbal and Pan-Asian Alternative Investment & Asset Management firms.
I am extremely passionate about helping New Zealanders reach their financial goals and have built Compound Wealth to over $25m of Funds Under Advice in the last few years.
I am an advocate of evidence-based investment management and am all about building long term relationships with my clients. I consider a long-term relationship built on trust and transparency to be my ultimate goal.
In my spare time I enjoy the sport of Rugby and getting out on my parents farms.
A copy of my primary disclosure statement is available here.
Call: 027 331 3127
Email: adam@compoundwealth.co.nz
Nicholas Hay
Authorised Financial Adviser - CA BCom
“I don’t want to simply put people in a fund, rather pass on financial literacy to get people thinking about what they want to achieve”
Meet Nick, who is committed to helping people achieve their goals
Hi, I’m Nick, KiwiSaver Adviser for Compound Wealth. I want to ensure Kiwi’s get the most out of their KiwiSaver balances, whether that be saving to maximise their retirement nest egg or getting into their dream first-home as early as possible. I don’t want to simply put people in a fund, rather pass on financial literacy to get people thinking about what they want to achieve and what actions they can take now, and in the future, to ensure that.
Prior to joining Compound Wealth, I spent 3 years in Financial Assurance with PwC performing services for various NZX listed Companies including Fonterra, Restaurant Brands, Freightways and Rakon, as well as other smaller Companies while obtaining my Chartered Accountancy.
In my downtime I like to get out of the city as much as possible, whether that be in New Zealand or overseas. If I’m at home I’ll spend as much time as I can with friends or on the piano, as well as playing football at a club level.
Please feel free to get in touch if you’re thinking about what to do in respect to your KiwiSaver, or if you’ve never given it any thought at all!
A copy of my Primary Disclosure Statement can be found here.
Call: 021 854 330
Email: nick@compoundwealth.co.nz
Hunter Stewart
KiwiSaver Adviser
“Its never too early or too late to start thinking about how to get on the property ladder”
Meet Hunter, who is passionate about seeing first-home buyers achieve their dreams
Hi I’m Hunter, KiwiSaver Adviser here at Compound Wealth. I help people make smarter financial decisions around their KiwiSaver investment so that they can achieve their financial goals.
I specialise in helping first home buyers tailor their KiwiSaver strategy so that they can get on the property ladder sooner rather than later.
Outside of work I am a keen Rugby player currently playing for the Shirley Premier team in Christchurch.
Call: 027 558 6616
Email: hunter@compoundwealth.co.nz