Compound Wealth is a New Zealand owned company providing financial planning advice to help New Zealanders reach their financial goals.
Compound Wealth is a New Zealand owned company providing financial planning advice to help New Zealanders reach their financial goals.
Compound Wealth is a locally owned financial planning company operating in Ashburton, New Zealand. Our financial advice is personalised to your individual circumstances allowing us to provide you with a financial solution that is directly aligned to your personal, business and lifestyle goals. We exist to help New Zealanders make smarter financial decisions.
As advocates of financial literacy we help people understand key financial concepts like compound interest, a principle very few make the most of, hence our name - Compound Wealth.
Founder and Director Adam Stewart is passionate about helping people achieve their financial goals and believes in taking a holistic approach to people’s financial affairs. He considers a long-term relationship built on trust and transparency to be one of his ultimate-goals.
So whether you're 18 or 80, no matter where you are in your Financial Life Journey, we have the knowledge, expertise and experience to ensure you have all the information you need to keep on track.
With numerous providers each offering different products, costs and returns, it isn’t always easy deciding which KiwiSaver fund is best for you. Adam is a KiwiSaver expert who can provide you with independent advice on what KiwiSaver fund will best help you achieve your goals and aspirations.
Adam makes what can be a complicated process, simple. Compound Wealth seamlessly assists their clients with the transfer of their UK Pension to a New Zealand QROPS.
Sometimes not everything in life runs smoothly. If things go wrong, you want to be sure your income and your lifestyle are protected. At Compound Wealth we actually work out what your needs are and help you prioritise them.
Compound Wealth provides businesses with KiwiSaver material with their own branding, simple and consistent administration, ongoing education of staff and access to free financial advice. Promote your business as an Employer of Choice, by showing your staff you care about their personal and financial well-being.
Adam will work with you to identify your goals and aspirations and match his advice to your needs. Compound Wealth has access to a wide range of investment vehicles covering all asset classes and we use extensive research to ensure that we have the right asset allocation for different investor profiles.
We want to assist you in investing responsibly, giving you the power to align your investments with your values thus benefiting the world we live in.
Our Approach
Find out about our personalised approach to find the right investment for you,
