Compound Wealth

General Info

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