Compound Wealth

Compound Wealth is an independent Financial Planning firm specialised in the provision of tailored wealth management and protection planning services.

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.

We offer a broad range of services and solutions but these could be generally broken down to:

KiwiSaver/Superannuation advice
Retirement Planning
Investment & Portfolio Management
Risk Management/Protection Planning
UK Expatriate Services
Australian Expatriate Services
Mortgage Broking
Pension advice
Financial advice

Financial Services

Compound Wealth

About Compound Wealth

Compound Wealth is an independent Financial Planning firm specialised in the provision of tailored wealth management and protection planning services.

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.

We offer a broad range of services and solutions but these could be generally broken down to:

KiwiSaver/Superannuation advice
Retirement Planning
Investment & Portfolio Management
Risk Management/Protection Planning
UK Expatriate Services
Australian Expatriate Services
Mortgage Broking
Pension advice
Financial advice