ADVICE-LED. LONG-TERM. DISCIPLINED.

YOUR PARTNERS IN WEALTH AND LONG-TERM ASSET MANAGEMENT.

Compound Wealth exists to help people make clear, confident financial decisions over time.

APPLY TO WORK WITH ME

HI, IM ADAM.

I started Compound Wealth to help people make smarter, long-term decisions with their money.

After more than a decade working in financial services, including KiwiSaver and investment management roles, and time spent working in Hong Kong, I saw how often people were being pushed toward products or short-term solutions without enough structure or context.

Compound Wealth exists to do things differently. The focus is on clear, practical advice for people making important financial decisions and who value a long-term approach to investing and planning.

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

OUR EXTERNAL INVESTMENT COMMITTEE

Our Investment Committee provides disciplined oversight behind every portfolio decision, ensuring strategies remain consistent, well-governed, and aligned with long-term client outcomes.

Professor Marshall provides academic rigour to the Committee, strengthening governance, analytical support and investment policy review. His research background deepens our evidence-based approach to portfolio construction.

Professor Ben Marshall

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Amanda leads product, investment research, investment operations and technology, ensuring high-quality investment solutions are delivered with effective systems and strong operational oversight.

Amanda Wolt

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Ben contributes practical industry experience and ensures that investment decisions align with adviser needs and client outcomes, bridging research with real-world implementation.

Ben Brinkerhoff

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Damon brings broad experience across boutique wealth management, advisory groups and fund analysis. His oversight ensures rigorous research and monitoring, and that portfolio decisions are anchored in disciplined investment philosophy.

Damon O’Brien

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Lydia coordinates performance monitoring, risk assessment and reporting, supporting quarterly reviews and strategic allocation decisions. She brings analytical depth and consistency to how portfolios are evaluated and presented.

Lydia Luo

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Mitchell focuses on investment analysis, performance monitoring and strategic asset allocation. He plays a central role in reviewing portfolios and underlying funds against established thresholds to maintain risk and return consistency.

Mitchell Bristow

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Good financial outcomes are rarely about clever moves or timing the market. They come from discipline, alignment, and decisions made with a clear framework.

I grew up on a dairy farm, which taught me the value of hard work, patience, and thinking in long cycles. That way of thinking still shapes how I work today. I’m far more interested in building strategies that hold up over time than chasing short-term performance.

That’s why my approach is advice-led and phased. We focus on understanding what matters first, then building and implementing strategies that make sense for your life, and reviewing them as circumstances change.

HOW I THINK ABOUT WEALTH.

WHO I WORK WITH.

Today, my work is focused on clients who value an ongoing adviser relationship and are building, managing, or transitioning significant wealth.

This often includes:

KiwiSaver and managed investment portfolios
Funds from property sales, business exits, inheritances or accumulated crypto earnings
Clients planning for retirement or longer-term flexibility

I work best with people who want clarity and structure, and who understand that good advice is something you revisit over time, not a one-off decision.