Unlock your wealth potential
At Compound Wealth, we specialise in bespoke KiwiSaver advice and investment planning that leverages international research and proven strategies. Based in Mount Maunganui, Bay of Plenty, we work with clients across New Zealand to design approaches that grow and protect wealth with confidence.
Whether you’re building toward retirement, reviewing your KiwiSaver, or seeking a smarter long-term plan, our personalised advice puts your goals first. For clients with larger KiwiSaver balances, we also provide access to open-architecture solutions offering greater flexibility, global diversification, and specialist strategies not available in standard KiwiSaver funds.
Book a consultation today and take the first step toward a smarter, more intentional financial future.
Now advising on over $130m for clients nationwide
Our services
Kiwisaver
Bespoke KiwiSaver advice, trusted by over 2,500 Kiwis
Retirement planning
Build a comprehensive retirement investment strategy
Private wealth
Tailored advice to help you achieve your goals
Our partners
Independent KiwiSaver, Investment & Retirement Advice
We provide independent KiwiSaver, investment, and retirement planning advice for Kiwis who want clarity, control, and better long-term outcomes.
Unlike banks and provider-owned advisers, our advice is open-architecture and unbiased. We’re not tied to any one KiwiSaver scheme or fund manager, which means we can compare options across the market and make changes when more suitable solutions become available. Every strategy is designed around your goals, risk tolerance, and time horizon.
Whether you’re reviewing your KiwiSaver, investing a lump sum, or planning for retirement, we combine structured financial planning with a best-of-breed investment approach, selecting high-quality managers with a clear role within a diversified portfolio.
Using detailed cashflow modelling and long-term projections, we help you understand where you’re heading, what’s realistic, and how your investments work together over time, then put a clear strategy in place to keep you on track.
Since 2017, we’ve helped hundreds of clients make better investment decisions, select appropriate risk levels, and transition away from unsuitable or underperforming strategies into more appropriate, well-structured portfolios aligned with their long-term retirement goals.
Book an initial consultation to see whether your current KiwiSaver and investment strategy is set up properly for the years ahead.
Over 10 years of KiwiSaver and Investment Expertise
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