Your partners in wealth

Hi, I’m Adam

Founder, Director and Financial Adviser

I started Compound Wealth over seven years ago, driven by a desire to help Kiwis find better retirement solutions and work towards a comfortable retirement. But my journey with money began much earlier. Growing up, I watched my parents work tirelessly on our dairy farm, committed to making ends meet through sheer hard work. Their dedication taught me early on the value of independenceβ€”a feeling I first experienced at 15 when I earned my first paycheque from milking cows. That moment sparked a lifelong passion for financial independence.

Over time, I came to realise that true wealth is more than just money in the bank. It’s about creating freedom, stability, and peace of mind. At Compound Wealth, I’m dedicated to helping everyday Kiwis achieve these goals through practical, sustainable financial strategies. My mission is to empower others to reach the financial independence I sought, guided by a plan that harnesses the power of compounding returns.

I hold a Bachelor of Commerce degree, majoring 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 strands. Today, I’m proud to manage Compound Wealth, where we advise on over $100 million in funds for Kiwis across New Zealand.

I enjoy the lifestyle that the Bay of Plenty offers and have taken up the rewarding challenge of helping coach the Mount Marlins U21 Rugby team.

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

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.

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