Your partners in wealth

Hi, I’m Adam

Founder, Director and Financial Adviser

I believe financial advice should help you live well, not just retire well.

I started Compound Wealth because I wanted to offer advice that’s real, personal, and focused on what matters. Too often, people are sold financial products without a clear plan. I wanted to change that.

Most of the people I work with are in their 50s or 60s. They’re thinking about retirement, winding down from work, and figuring out what life looks like when time becomes more valuable than money. Others are already retired and want to make the most of what they’ve built, spending down their assets with confidence, while still supporting their lifestyle, family, and personal goals.

They're asking questions like: How much do I need? Will I be okay? Can I help the kids and still afford the lifestyle I want?

These are big questions, and they deserve thoughtful answers.

As a lifestyle financial planner, I help people build a clear, structured plan that connects their money to their life. That might mean creating a reliable retirement income, protecting wealth for the next generation, or simply having confidence that the plan in place will work.

I’m not here to sell you a fund. I’m here to help you make smarter decisions with what you’ve worked hard to build.

That’s why I do what I do.

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

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Hi, I’m Bruce

Senior Financial Adviser

With over two decades of experience in financial services, I’ve dedicated my career to helping Kiwis make informed, confident decisions about their financial futures. I take a practical, people-first approach - grounded in sound financial thinking and shaped by each client’s unique journey.

At Compound Wealth, I focus on building strong, long-term relationships - guiding clients through the complexities of investment planning, KiwiSaver strategies, and risk protection. My goal is to bring clarity and confidence to your financial decision-making, ensuring your plan reflects your values, goals, and lifestyle.

Outside of work, I enjoy spending time with my family, travelling, cycling, playing tennis, and watching rugby league. These interests help me keep perspective and reinforce the importance of balance - in life and in finances.

I’m excited to be part of the Compound Wealth team, where we prioritise personalised advice and long-term partnerships. Let’s work together to unlock your wealth potential and achieve your financial goals.

Reach out to Bruce

The Compound Wealth story

Hi, I’m Zoe

Client Services Co-ordinator

With a background in both architecture & e-commerce cyber security, I bring a unique perspective to my role here.

I gained my Master's degree in Architecture from Victoria University of Wellington, and initially delved into the intricate world of architecture and construction. My journey then took a turn towards e-commerce and digital security, where I focused on safeguarding sensitive information against cyber threats.

My mission at Compound Wealth is to provide 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 are all 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.