Private Wealth
Personalised financial advice, portfolio construction, and ongoing management for clients with long-term goals who value clarity, discipline, and strategic investing.
Identify your goals
We take the time to understand your full financial position, priorities, and long-term objectives before making any recommendations.
Analyse and evaluate
We design a tailored investment strategy aligned to your risk profile, cash-flow needs, tax position, and personal preferences.
implement the strategy
We implement your strategy efficiently and manage the portfolio on your behalf, making disciplined adjustments as markets and circumstances evolve.
review the long term
Regular reviews ensure your portfolio continues to suit to your situation as it changes over time.
Our partners
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.
A More Disciplined Approach to Private Wealth
Personalised Investment Advice
We provide tailored financial plans crafted to meet each client’s unique goals, risk tolerance, and financial situation.
Our recommendations are supported by independent investment research and portfolio governance. We regularly review investment managers and make changes where appropriate to ensure portfolios remain aligned with our standards and clients’ long-term objectives.
Technology Integration
We use modern investment platforms and reporting tools to give you clear visibility over your portfolio, performance, and progress toward your goals.
Independent
Compound Wealth is independently owned. We are not aligned to any bank, fund manager, or product provider. Our advice is driven solely by what we believe is in your best interests.
Experience
We currently advise on over $100 million for clients across New Zealand, ranging from first-time investors to retirees and high-net-worth families.
We are here for the Long Term
We are focused on building long-term relationships with our clients, providing ongoing advice and portfolio management through different market cycles and life stages.
The Process
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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.
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We will be in touch to discuss your needs and goals and arrange either a face-to-face meeting or a meeting via teams.
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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.
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We will check in with you on a regular basis as your goals and life changes