Your partners in wealth

Hi, I’m Adam

Founder, Director and Financial Adviser

I am a Financial Adviser with over 10 years of experience in the financial services industry. My philosophy is centred on building enduring relationships with clients, grounded in trust and transparency, to enrich their lives through sound financial planning.

My areas of expertise are Investment Advice, KiwiSaver Advice, Retirement Planning and Wealth Protection. I pride myself on maintaining a clear and transparent process that promotes wise investment, careful decision-making, and excellent communication with clients at every stage.

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.

I take pride in managing Compound Wealth, where we advise on over $100 million in funds for Kiwis across New Zealand.

As a recent import to ‘the Mount’, I enjoy the lifestyle that the Bay of Plenty brings, and have recently taken up a new challenge helping to coach 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.