Compound Wealth

About Compound Wealth

Compound Wealth is a financial provider offering comprehensive financial services to help Kiwis prosper. The company offers everything from personal insurance and medical insurance to investment advice, retirement planning, and more.

Compound Wealth's financial and insurance advisors are dedicated to helping New Zealanders make smarter financial decisions that align with their goals and lifestyle.

From insurance and investment advice to retirement planning, KiwiSaver, and more, Compound Wealth gives vision, purpose, and action to its clients' financial goals.

Compound Wealth now supports clients from all over New Zealand and is trusted with over $50 million in funds. The company's team is an enthusiastic advocate of financial literacy, aiming to help as many people as possible understand key concepts and become financially confident.

Compound Wealth's mission is to help people make compounding wealth work for them, not against them. Its financial advisors believe all people should have access to expert financial advice regardless of the number of assets they have to invest.

From certified financial planners to life insurance advisors, the team at Compound Wealth view transparency to their clients as a core value and believes it is essential in creating a relationship built on trust.

Compound Wealth works with clients to identify a proper risk score and allocate their investments based on their risk sensitivity and goals. Compound Wealth has extensive experience and can help clients successfully plan their retirement finances, protect their mortgage, as well as maintain and grow their wealth with competitive fees. To find out more about the company's wide range of financial services, visit its website at https://www.compoundwealth.co.nz/

Location

62 Cass Street
Ashburton
Canterbury
New Zealand
7700

Map

Contacts

Tel: 0273313127
Web: https://www.compoundwealth.co.nz/