Private Wealth
A comprehensive financial advice and investment management service that creates helps you achieve your wealth and lifestyle goals
Identify your goals
We make it our priority to get to know you and your investing goals. We also provide cashflow modelling.
Analyse and evaluate
We recommend an investment strategy tailored to your needs, risk profile, and investment preferences.
implement the strategy
We manage and make tactical adjustments to your portfolio on your behalf.
review the long term
Regular reviews to ensure your portfolio continues to suit to your situation as it changes over time.
Our partners
We do our best work with:
$250K+
Diligent savers with investments over $250,000.
Ready for expert guidance
People who value expert help and want a custom portfolio experience.
long term investors
People who take a long term view with their investment.
The Compound Wealth difference
Personalised Investment Advice
We provide tailored financial plans crafted to meet each client's unique goals, risk tolerance, and financial situation.
Technology Integration
We leverage advanced financial tools and technology to enhance analysis, reporting, and client interaction.
Independent
Compound Wealth is privately owned. We are not required to place any level of business with any supplier or financial organisation. We only recommend investments that we would invest in ourselves.
Experience
Compound Wealth now advises on over $100m of funds for investors across New Zealand.
We are here for the Long Term
Compound Wealth aims to sustain a longer presence in the financial services industry compared to our peers, utilizing our youth and steadfast commitment to harnessing the power of compounding returns.
The Process
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Our first step is to understand where you are at now, so we can look ahead to where you are going. Complete our quick Private Wealth Investment Discovery Quiz.
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Book a teams meeting or come into our office located at 4/41 Newton Street, Mount Maunganui for a face to face meeting with Adam to discuss your needs and goals.
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Adam will prepare a tailored investment strategy that best reflects your goals and attitude towards risk.
Like our recommendation? Great. Let’s push forward and implement your strategy.
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We will check in with you on a regular basis to evaluate your investment strategy
Already taken the quiz but still need to book in a time to chat?
Private Wealth FAQs
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Compound interest is a powerful tool for building wealth because it allows your money to grow exponentially over time. Unlike simple interest, which is calculated only on the initial principal amount, compound interest includes the interest earned on both the initial principal and any accumulated interest. As a result, your investments can snowball over time, with the interest compounding upon itself, leading to accelerated growth.
By reinvesting your earnings and allowing them to compound over years or even decades, you can significantly increase the value of your investments. This compounding effect can help you reach your financial goals faster and potentially achieve greater wealth in the long run.
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Compound Wealth is not strictly passive nor active in our investing approach. We take the best elements of both. We strategically tilt your portfolio to hold shares with higher expected returns than the market average, all without sacrificing diversification.
Therefore, we base our investment advice on a blended approach that provides our clients with an optimal outcome. Experience custom portfolio management catered to your needs.
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Compound Wealth will take on investment clients with investment assets over $250,000.
After the initial lump sum investment we can calculate an appropriate amount you’d like to contribute towards your investment regularly in order to meet your goals.
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If you're considering hiring a financial adviser, here's why it can be a smart move:
Achievable Goals: We help you set clear financial goals and create a roadmap to reach them.
Reduced Stress: We keep you calm during market ups and downs, ensuring you make rational decisions based on your goals, not emotions.
Stay on Track: With regular check-ins, we help you stick to your plan and adjust as needed to stay on course.
Learn Investing: We help simplify investment options, making it easier to understand and choose what's right for you.
By working with a financial adviser, you gain peace of mind and the confidence to navigate your financial future wisely.
Your retirement planning expert
Meet Adam
I started Compound Wealth over 7 years ago because I wanted everyday Kiwis to be able to unlock the power of compounding returns and build their wealth effortlessly.
I’m passionate about really understanding our client’s life stages, values and goals so we can put together a bespoke plan that works for them.
By working with me, you gain access to professional expertise and guidance. I am here to help you navigate through the ups and downs of the market, keeping you focused on your long-term investment goals and preventing impulsive decisions.