Your path to financial freedom starts here

 
 
 

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

Access

We believe all people should have access to expert financial advice regardless of the amount of assets they have to invest.

Transparency

We view transparency to our clients as a core value and believe it is essential in creating a relationship built on trust.

Assess

We work with clients to identify a proper risk score and allocate their investments based upon their risk sensitivity and goals.

Competitive

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

“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 am a passionate Financial Adviser that enjoys working with people to achieve their financial goals.
I am all about building long-term relationships with my clients and strive to make their lives better having worked with me. I consider a long-term relationship built on trust and transparency to be my ultimate goal.

I have been in financial services for over 10 years, having started my career here in New Zealand working for a Wellington-based investment management firm before working in the Hong Kong asset management industry.

I specialise in providing KiwiSaver, Investment and Insurance advice.

My qualifications include:

  • Bachelor of Commerce degree majoring in Finance and Commercial Law from Victoria University of Wellington

  • New Zealand Certificate in Financial Services. Investment, Life and Health and Residential lending strands.

Compound wealth now supports clients all over New Zealand, advising on over $100m of funds. We are massive advocates of financial literacy, trying to help as many people understand key concepts such as the miracle that is compound interest.

In my spare time, I enjoy the sport of Rugby and helping out on the farm.

A copy of my Disclosure Statement is available here.

Call: 027 331 3127
Email: adam@compoundwealth.co.nz

 
 

Diana McIntyre

Business and Personal Insurance Adviser

Hi I’m Diana from Compound Wealth.

I offer easy to understand, tailored personal insurance and business insurance advice to salt of the earth kiwis, their families and businesses across New Zealand.

My journey as a business owner, parent, property investor and active mountain biker, snowboarder and surfer I know first hand that its really important ensure my future is covered for risks outside of my control.

I work with you to make good decisions and keep your goals at front of mind to ensure solutions are in place to secure your future should life dish out the unexpected (and undesired)!

Lets work together to ensure your future is covered.

A copy of my Disclosure Statement is available here.

Call: 021 888 090
Email: diana@compoundwealth.co.nz

Zoe Moller

Client Services
Co-ordinator

Hi! I’m Zoe, your friendly guide into the world of finance at Compound Wealth. With a robust background in both architecture & digital cyber security, I bring a unique perspective to my role as the Client Services Co-ordinator.

Armed with a Master's degree in Architecture from Victoria University of Wellington, I initially delved into the intricate world of design and architecture. My journey then took a turn towards digital security, where I honed my skills in safeguarding sensitive information against cyber threats.

My mission is to provide unparalleled 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're not just about numbers; we're 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.