Private Wealth

A comprehensive financial advice and investment management service that helps you achieve your wealth and lifestyle goals.

Identify your goals

We prioritize getting to know you and your investing goals while also offering cash flow modeling.

Analyse and evaluate

We recommend an investment strategy tailored to your needs, risk profile, and investment preferences.

implement the strategy

We manage and make tactical adjustments to your portfolio on your behalf.

review the long term

Regular reviews ensure your portfolio continues to suit to your situation as it changes over time.

Our partners

  • Pathfinder
  • milford

We do our best work with:

$500K+

Investors with more than $500,000 in investable assets

Ready for expert guidance

People who value expert help and want a custom portfolio experience.

Peace of Mind

People who seek the confidence and peace of mind to retire comfortably and achieve their financial goals.

The Compound Wealth difference

Personalised Investment Advice

We provide tailored financial plans crafted to meet each client's unique goals, risk tolerance, and financial situation.

Technology Integration

We leverage advanced financial tools and technology to enhance analysis, reporting, and client interaction.

Independent

Compound Wealth is privately owned. We are not required to place any level of business with any supplier or financial organisation. We only recommend investments that we would invest in ourselves.

Experience

Compound Wealth now advises on over $100m of funds for investors across New Zealand.

We are here for the Long Term

Compound Wealth aims to sustain a longer presence in the financial services industry compared to our peers, utilizing our youth and steadfast commitment to harnessing the power of compounding returns.

The Process

  • Our first step is to understand where you are at now, so we can look ahead to where you are going. Complete our quick Private Wealth Investment Discovery Quiz.

  • Adam or Bruce will be in touch to discuss your needs and goals and arrange either a face-to-face meeting or a meeting via teams.

  • We will prepare a tailored investment strategy that best reflects your goals and attitude towards risk.

    Like our recommendation? Great. Let’s push forward and implement your strategy.

  • We will check in with you on a regular basis to evaluate your investment strategy

Trusted by 2,500+ Kiwis