Find your perfect KiwiSaver Strategy

As one of New Zealand’s leading KiwiSaver experts, we take a personalised approach and create a bespoke KiwiSaver recomendation just for you

PROVIDER & FUND RECOMMENDATION

We evaluate over 30 providers and 200+ funds to recommend the perfect fit for you based on your goals, life stage and values.

PERFORMANCE COMPARISON

You’ll see a comparison of your current fund and our recommended funds performance over different periods.

RETIREMENT PROJECTIONs

We’ll show you a projection for your KiwiSaver balance at retirement based on your key information.

FEE & ASSET ALLOCATION COMPARISON

We break down the fees for different funds and how they allocate assets, making it easy for you to understand and feel confident in your decision.

We do our best work with:

Aged 30+

Investors who are looking to maximise their returns for retirement.

Ready for expert guidance

People who value expert help because retirement is too important.

$50,000+

For diligent investors with more than $50,000 in their KiwiSaver account who are looking to unlock their retirement potential.

Trusted by 2,500+ Kiwis

Our partners

  • Pathfinder
  • milford

KiwiSaver & Retirement Planning Scenario

Your KiwiSaver and Investments expert

Meet Adam

Are You Missing Out on Your KiwiSaver Potential?

At Compound Wealth, we’ve seen too many Kiwis fall short of maximising their KiwiSaver returns. Why?

  • No clear strategy: Without a plan, it’s easy to feel stuck.

  • Too conservative: Playing it safe can mean missing out on potential returns.

  • Chasing past performance: Yesterday’s winners might not be tomorrow’s.

  • Limited integration: KiwiSaver is just one part of your retirement plan.

  • Haphazard contributions: Intentional contributions make all the difference.

Our mission is simple: To help you avoid these common mistakes and create a tailored plan for your dream retirement.

With over 10 years of KiwiSaver expertise, we know the ins and outs of every provider, fund, and investment option. We’ll guide you through market ups and downs, helping you stay focused on your long-term goals and free from the stress of impulsive decisions.

Take the first step today. Complete our quick KiwiSaver quiz and book a chat with me, Adam Stewart. Whether via video, phone, or in person at our Mount Maunganui office (4/41 Newton Street), we’ll explore what’s possible for your retirement.

Here’s what our KiwiSaver advice will cover:

  • Your possibilities: How and when you can retire on your terms.

  • KiwiSaver investment fund recommendations: Tailored to maximise your returns.

  • Big questions, answered: How much can you spend? Will your money last? What could your potential retirement balance be?

Don’t leave your future to chance. Start your journey towards a secure and abundant retirement today.

The Process

  • Our first step is to understand where you are at now, so we can look ahead to where you are going. Complete our quick KiwiSaver Discovery Quiz

  • Book a 15-30 minute call with Adam. Ideally, we’d like to set up a Teams meeting so we can run through some live retirement planning scenarios together via our cashflow modelling software. Once Adam understands your goals for your KiwiSaver, he will prepare a report with a personalised recommendation.

  • Like our recommendation? Great. Let’s push forward and maximise your KiwiSaver potential.

FAQ

  • We have established partnerships with the following KiwiSaver providers who compensate us for providing financial advice.

    Milford KiwiSaver Plan

    Generate KiwiSaver Scheme

    Booster KiwiSaver Scheme

    ANZ KiwiSaver Scheme

    Pathfinder KiwiSaver Scheme

    AMP KiwiSaver Scheme

    For the KiwiWRAP KiwiSaver Scheme, Kernel KiwiSaver Scheme, Koura KiwiSaver Scheme, and Goals Getter KiwiSaver Scheme we charge a separate advice service fee.

    Rest assured, all fees associated with our services will be fully disclosed in your KiwiSaver recommendation. We believe in transparency and ensuring that you have a clear understanding of any fees involved in our advisory services.

  • At Compound Wealth, we stand out from other financial advisers in three significant ways:

    We are a leading KiwiSaver advisory firm with a specialisation in long-term wealth creation. With over 10 years of experience in the KiwiSaver and financial services industry, Adam Stewart, our Director & Financial Adviser, brings extensive expertise. Since the inception of Compound Wealth 7 years ago, we have helped over 2500 New Zealanders make smarter KiwiSaver decisions, advising on over $100 million of KiwiSaver funds.

    Our approach involves collaborating with multiple KiwiSaver providers to identify the funds that best aligns with your unique financial goals and circumstances. We follow a robust investment selection process so that you have trust and confidence in your chosen investment.

    We prioritise impartial advice and continuously evaluate the KiwiSaver providers we work with. By maintaining an unbiased stance, we ensure that the recommendations we provide to our clients are objective and aligned with their best interests.

  • It takes around 10 business days for your existing provider to transfer your funds to your new provider. Your new KiwiSaver provider contacts your existing provider and IRD on your behalf so there is nothing to do from your end.

  • All KiwiSaver providers provide online access so that you can view your investment. However not all KiwiSaver providers have developed a mobile app. If this is an important feature for you then we can recommend a KiwiSaver provider with this feature.

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