Private Wealth
A comprehensive financial advice and investment management service that helps you achieve your wealth and lifestyle goals.
Identify your goals
We prioritize getting to know you and your investing goals while also offering cash flow modeling.
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 ensure your portfolio continues to suit to your situation as it changes over time.
Our partners
We do our best work with:
$500K+
Investors with more than $500,000 in investable assets
Ready for expert guidance
People who value expert help and want a custom portfolio experience.
Peace of Mind
People who seek the confidence and peace of mind to retire comfortably and achieve their financial goals.
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?
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 the ups and downs of the market, keeping you focused on your long-term investment goals and preventing impulsive decisions.