Your partners in wealth

Hi, I’m Adam

Founder, Director and Financial Adviser

I founded Compound Wealth over seven years ago to help Kiwis secure better retirement outcomes through strategic, long-term investing. Over the years, I’ve seen firsthand the power of disciplined financial planning and compounding returns in building sustainable wealth.

At Compound Wealth, we focus on providing clear, practical financial strategies that empower everyday Kiwis to take control of their future. Our approach prioritises transparency, sustainability, and tailored advice to help clients achieve financial independence with confidence.

I hold a Bachelor of Commerce degree in Finance and Commercial Law from Victoria University of Wellington, along with the New Zealand Certificate in Financial Services, covering investment, life and health insurance, and residential lending. Today, I’m proud to lead a firm that advises on over $100 million in funds for clients across New Zealand.

Outside of work, I am a proud father to Bobby and husband to Meg. I enjoy the lifestyle that the Bay of Plenty offers and am involved in coaching the Mount Marlins U21 Rugby team.

For those seeking additional information, my personal Disclosure Statement is readily available.

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The Compound Wealth story

Hi, I’m Zoe

Client Services Co-ordinator

With a background in both architecture & e-commerce cyber security, I bring a unique perspective to my role here.

I gained my Master's degree in Architecture from Victoria University of Wellington, and initially delved into the intricate world of architecture and construction. My journey then took a turn towards e-commerce and digital security, where I focused on safeguarding sensitive information against cyber threats.

My mission at Compound Wealth is to provide support and assistance to our valued clients. From managing inquiries to overseeing operational processes, I strive to uphold the highest standards of professionalism and efficiency.

At Compound Wealth we are all about building lasting relationships and empowering our clients to achieve their financial goals. With a dedicated team and a commitment to excellence, I'm honoured to be part of your journey towards financial success.