Unlock your wealth potential
At Compound Wealth, we specialise in KiwiSaver advice, life and health insurance, retirement planning, and investment solutions tailored to your goals. Based in Mount Maunganui, Bay of Plenty, we help individuals and families across New Zealand grow and protect their wealth with confidence.
Whether you're planning for retirement, reviewing your KiwiSaver, or securing the right insurance cover, our personalised advice puts your financial future first.
Book a free consultation today and take the first step towards a smarter, more secure financial future.
Trusted by 2,500+ kiwis
Our services
Kiwisaver
Bespoke KiwiSaver advice, trusted by over 2,500 Kiwis
Retirement planning
Build a comprehensive retirement investment strategy
Private wealth
Tailored advice to help you achieve your goals
Our partners
Here to help
AbOut
Adam started Compound Wealth over seven years ago with a simple mission — to help Kiwis grow their wealth through smart, long-term investing. After years in the industry, he saw too many people stuck in underperforming funds or receiving generic, one-size-fits-all advice. Compound Wealth was created to change that.
We specialise in KiwiSaver, investment, and retirement planning — with a particular focus on helping investors who want better outcomes and a clear path to retirement. Using advanced cashflow modelling software, we map out your financial future and implement high-quality investment strategies designed to optimise long-term results.
Since launching in 2017, we’ve helped many clients achieve stronger outcomes by selecting better investment managers, taking on the right level of risk, setting clear goals, and partnering with a professional who has their best interests at heart.
Whether you're just getting started or planning the next chapter, we’re here to guide you with clarity and care — so you can build lasting wealth and live life on your terms.