Expert KiwiSaver Advice

 

Provider & Fund Recommendation

Retirement Projection

Fee & Asset Allocation Comparison

Performance Comparison

We’re KiwiSaver Experts and do our best work with:

Aged 30+

Investors who are looking to maximise their returns for retirement.

Ready for Expert Guidance

People who value expert help because retirement is too important.

$50,000+

For diligent investors with more than $50,000 in their KiwiSaver account who are looking to unlock their retirement potential.

Trusted by over 1,500 kiwis

Choosing a KiwiSaver plan is a key investment decision that will have a major impact on your future. So far, our industry-leading advice has helped over 1,500 New Zealanders make smarter KiwiSaver decisions. 

Since we are remunerated by the KiwiSaver providers we work with, our service is free for you.

Here’s The Process.

Step 1.

Identify

Fill out our KiwiSaver Discovery Quiz so that we can analyse your circumstances and develop personalised advice.

Step 2.

Personalise

Schedule a 15 minute phone/video call so that we can discuss your situation and answer any questions you may have.

Step 3.

Decision

We will deliver your personalised KiwiSaver plan straight to your inbox. You can then decide if you would like to implement our recommended strategy or stay with your existing plan.

Do you know?

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If you're on track for retirement?

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If your KiwSaver fund matches your goals and values?

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How your KiwiSaver fund has performed relative to its peers?

If you’re having trouble answering any of these, then our KiwiSaver Report will be a valuable resource for you.

Report Sneak Peek

What to expect in your report

FAQ

  • We have established partnerships with the following KiwiSaver providers who compensate us for providing financial advice. As a result, our service comes at no cost to you.

    Milford KiwiSaver Plan

    Generate KiwiSaver Scheme

    Booster KiwiSaver Scheme

    ANZ KiwiSaver Scheme

    Pathfinder KiwiSaver Scheme

    Fisher Funds KiwiSaver Scheme

    AMP KiwiSaver Scheme

    Summer KiwiSaver Scheme

    However, for the KiwiWRAP KiwiSaver Scheme, Koura KiwiSaver Scheme, and Nikko KiwiSaver Scheme, we do charge a separate advice service fee.

    Rest assured, all fees associated with our services will be fully disclosed in your KiwiSaver recommendation. We believe in transparency and ensuring that you have a clear understanding of any fees involved in our advisory services.

  • At Compound Wealth, we stand out from other financial advisers in three significant ways:

    We are a leading KiwiSaver advisory firm with a specialisation in long-term wealth creation. With over 10 years of experience in the KiwiSaver and financial services industry, Adam Stewart, our Director & Financial Adviser, brings extensive expertise. Since the inception of Compound Wealth 6 years ago, we have helped over 1500 New Zealanders make smarter KiwiSaver decisions, advising on over $70 million of KiwiSaver funds.

    Our approach involves collaborating with multiple KiwiSaver providers to identify the funds that best aligns with your unique financial goals and circumstances. We follow a robust investment selection process so that you have trust and confidence in your chosen investment.

    We prioritise impartial advice and continuously evaluate the KiwiSaver providers we work with. By maintaining an unbiased stance, we ensure that the recommendations we provide to our clients are objective and aligned with their best interests.

  • It takes around 10 business days for your existing provider to transfer your funds to your new provider. Your new KiwiSaver provider contacts your existing provider and IRD on your behalf so there is nothing to do from your end.

  • All KiwiSaver providers provide online access so that you can view your investment. However not all KiwiSaver providers have developed a mobile app. If this is an important feature for you then we can recommend a KiwiSaver provider with this feature.

Why Compound Wealth?

  1. We are KiwiSaver Experts: KiwiSaver has been our main focus for over 10 years with now over $100m of funds under advice. This means we know the providers, the funds, the assets and all the nitty-gritty details that go into making the perfect recommendations for you. 

  2. Professional Guidance: By working with us, you gain access to professional expertise and guidance. We are here to help you navigate through the ups and downs of the market, keeping you focused on your long-term investment goals and preventing impulsive decisions.

  3. Reliable and Personalised Retirement Solutions: If you are planning on using KiwiSaver as a vehicle in retirement we provide advice on how you can best structure your portfolio and advice on how you can best spend your hard-earned savings.

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