Get Your Private Wealth Stewardship.
Advanced planning and multi-portfolio oversight for people with complex wealth and long-term legacy goals.
Now advising on over $130m for clients nationwide
Who this is the Private Wealth Stewardship designed for?
I am dedicated to building with purpose and clarity.
This tier is for clients whose wealth has outgrown standard planning. It’s designed for people with multiple moving parts — entities, family considerations, large balances, cross-border pension complexity, or liquidity events — who want a long-term adviser relationship with deeper oversight.
You may be a good fit if you:
Have multiple portfolios and want them coordinated as one system
Need cross-border pension strategy (UK/AU) alongside NZ planning
Have trusts, companies, or entities that affect how wealth is managed
Want planning that includes lifestyle decisions, legacy goals, and family coordination
Prefer proactive reviews and ongoing stewardship rather than reactive advice
If you only need an integrated blueprint and coordinated investments, Wealth Blueprint is likely the better fit.
What’s Included
Custom multi-portfolio architecture and management
The design and oversight of multiple portfolios as one coordinated system. This ensures different accounts, platforms, and structures work together with a clear purpose, consistent risk settings, and an overall strategy that reflects your goals.
Specialist UK and Australian pension strategies, including transfers and QROPS/QSuper coordination
Guidance on UK and Australian pension arrangements as part of your wider wealth strategy. This includes assessing transfer options, coordinating with QROPS or Australian superannuation where appropriate, and ensuring overseas pensions are aligned with your long-term plans in New Zealand.
Family office-style entity and intergenerational coordination
Strategic coordination across trusts, companies, and family structures so wealth decisions support both current needs and future generations. This helps ensure assets are managed consistently, responsibilities are clear, and long-term intentions are preserved.
Advanced retirement income planning and decumulation strategies
A structured approach to how your wealth is used in retirement, not just how it’s invested. This includes planning sustainable drawdowns, managing longevity risk, and sequencing income sources so you can spend with confidence while protecting long-term capital and legacy goals.
Regular proactive reviews and ongoing oversight
Scheduled reviews, typically quarterly or bi-annually, supported by ad-hoc advice as life events, markets, or legislation change. This ensures your strategy remains relevant and responsive, rather than being reviewed only after problems arise.
Priority access and a deeper adviser relationship
A closer working relationship with priority access to advice and support. This allows for timely decisions, more proactive conversations, and an adviser who stays closely involved as your circumstances evolve.
Investment
$28,000 incl. GST for onboarding, architecture, and initial setup
Ongoing stewardship fee: Up to 1.15% p.a. incl. GST on advised assets (depending on portfolio composition and complexity), reducing progressively with larger balances toward 0.25% p.a.
Minimum annual fee: $12,000 incl. GST
Our partners
Over 10 years of Wealth Management Expertise
Follow along @compoundwealth.nz
