Compound Wealth is an independent Financial Planning firm specialised in the provision of tailored wealth management.
We exist to help New Zealanders make smarter financial decisions and do this by taking into account not only our client’s financial considerations but their lifestyle objectives.
As advocates of financial literacy, we help people understand key concepts such as the miracle that is compound interest, a principle very few make the most of, hence our name.
"Compound interest is the most powerful force in the universe... and the eighth wonder of the world. He who understands it... earns it. He who doesn’t... pays it." - Albert Einstein
We offer a broad range of services and solutions but these could be generally broken down to:
KiwiSaver/Superannuation advice
Retirement Planning
Investment Management
Pension advice
Financial advice