Many investors are turning to gold and silver to protect their wealth against inflation and uncertainty. Through the KiwiWRAP KiwiSaver Scheme, you can build a bespoke KiwiSaver portfolio that includes exposure to gold, silver, and other global assets all within a compliant, flexible structure.

What You’ll Learn

• How the IRD taxes crypto in New Zealand

• Simple record-keeping tips to stay compliant

• What to do if you get an IRD letter or audit

• How crypto can be added to your KiwiSaver through KiwiWRAP

• Real case studies and examples from local investors

Home equity release solutions such as Reverse Mortgages or a Lifetime Income Home Loan allow you to stay in your home while accessing some of its value in retirement. They work very differently. Understanding those differences is key to making the right choice.

Maximise your returns for retirement with Compound Wealth’s list of the best KiwiSaver funds in each category for the first half of 2025. We help you decide how to invest.

At Compound Wealth, we can facilitate Bitcoin exposure inside your KiwiSaver if that’s your conviction. You choose the level of exposure from a target 30% sleeve to a high-conviction 99%. We simply structure and administer the portfolio through the KiwiWRAP KiwiSaver Scheme.

The biggest regret I see isn’t missing a market return or picking the wrong fund.

New Zealand’s life and health insurance market is incredibly complex. With dozens of providers, thousands of features, and endless variations in policy wording, it's no wonder people feel overwhelmed. That’s exactly why professional advice matters.

If someone relies on your income, or if you’d struggle to keep things running without it, now’s the time to make a plan. We’ll walk you through your insurance options and help you figure out what’s worth protecting.

The right cover gives you breathing space. It lets you recover properly, protect your income, keep the business going, and support the people who rely on you.

You don’t need every type of insurance under the sun. But you do need to understand your risks—and which ones are worth protecting against.

Good advice should be backed by great research. That’s why we subscribe to Morningstar Adviser Research - a globally respected, independent research house that helps advisers like us cut through the noise and make evidence-based investment decisions.

What is Compound Interest? Compound interest is when the money you save or invest earns interest, and that interest also starts earning interest. Over time, this cycle allows your money to grow faster the longer it remains invested.

Self-Select KiwiSaver - a growing trend that empowers investors to build personalised portfolios. It's quietly reshaping the way Kiwis think about their retirement savings, blending flexibility with the potential for greater long-term growth.

This comprehensive market snapshot provides valuable context for what’s driving recent performance across shares, bonds, and other major asset classes. While volatility can feel unsettling, the data shows it’s not unusual and certainly not a reason to abandon a long-term strategy.

Most KiwiSaver funds put your money into the same generic mix of assets, whether you're passionate about clean energy, or tech, or curious about crypto. That’s why we built Compound Pro - a DIY KiwiSaver designed for people who want more control, more transparency, and more alignment with their goals.

Most KiwiSaver funds won’t touch crypto. Not because there’s zero value in it—but because it’s outside their comfort zone. Large fund managers typically stick to traditional assets, avoid volatility, and rarely shift course unless absolutely necessary.

That approach might suit some investors, but it leaves others boxed out of opportunities they’re actively looking for.

Transferring your pension can help bring everything under one roof - and with the right guidance, the process is easier than you might think. Here’s our guide to help you understand what’s involved in moving your UK pension to a New Zealand-based scheme.

Raising a family in the Bay of Plenty is all about enjoying the best of life - whether it’s weekends at the Mount, school runs around Tauranga, or family holidays to the Coromandel. But when it comes to your family’s health, peace of mind is everything. That’s where the right health insurance comes in.