Reviews of Compound Wealth - Investment, KiwiSaver and Life Insurance Advice. (Financial Consultant) in Ashburton (Canterbury).

Compound Wealth - Investment, KiwiSaver and Life Insurance Advice

36 Reviews

36 Comments

Compound Wealth - Investment, KiwiSaver and Life Insurance Advice

Financial Consultant

Financial consultant

Tavendale & Partners Centre Level 1/62 Cass Street, Ashburton 7700, New Zealand

View all the reviews

Description Map Open Hours Reviews Contact Photos

Description

Information of Compound Wealth - Investment, KiwiSaver and Life Insurance Advice, Financial Consultant in Ashburton (Canterbury)

Here you can see the location, open hours, popular times, contact, photos and real reviews done by the users.

This place has good reviews, this means that they treat their customers well and you’ll feel great with their services, recommended 100%!

Map

Open hours of Compound Wealth - Investment, KiwiSaver and Life Insurance Advice

Sunday

Closed

Monday

8:30am–5pm

Tuesday

8:30am–5pm

Wednesday

8:30am–5pm

Thursday

8:30am–5pm

Friday

8:30am–5pm

Saturday

Closed

Reviews of Compound Wealth - Investment, KiwiSaver and Life Insurance Advice

Adam at Compound Wealth recently helped my partner and I obtain income insurance. We were very happy with the effort and communication Adam provided to us. Adam was active and persistent in keeping us on track while we navigated the process. He was extremely informative and knowledgeable about the process and helped us find the most beneficial plan for our situation. We couldn't be happier and would highly recommend Adam for any insurance advice. Compound Wealth has also helped me to understand the power of setting up my Kiwisaver correctly and I have already noticed the benefits of structuring Kiwisaver investments for optimum results.

Adam was extremely helpful in providing me with personal kiwi saver advice. He catered to my needs and came up with a professional and personal recommendation report and helped me changed over my KiwiSaver to a more ethical company. He gave me important information on what fund to be in depending on when I will take out the account, to buy a house or retirement. Would highly recommend!

Adam and compound wealth make investing incredibly easy. Adam is professional and makes the entire process very easy. Was my first time getting into investing. Adam was very clear and able to communicate in a way that I understood the whole process. Always available to answer any questions i had. Definitely recommend dealing with Adam and his team at compound wealth.

Our experience with Adam at Compound Wealth was excellent. We received great advice and education on our Kiwisaver and future investments. We feel very confident and well informed on the decisions we made. Would happily recommend.

I have my KiwiSaver with Adam at Compound Wealth. We discussed my position and settled on a fund which suited me best at this stage. His continual updates keeps me informed on how to make the best out of the scheme and is there for advise through market shifts. Looking forward to make future investments decisions with Adam and the team at Compound Wealth

Compound quickly outlined the best strategy and advice for my financial situation. Hassle free and easy to work with, its been best pleasure working with Adam and the team.

Adams knowledge on financial advisory is second to none! Had it not been for Adam, I would still have my Kiwisaver in a fund that wasn't best suited for my financial goals. I now have a better understanding of where I want to be financially in 10 years and how to get there. A massive thanks to Adam and the team at Compound Wealth!

Adam was excellent to work with. He provided sound advice after listening to my plans for the future and provided great investment options to help me meet my goals. I definitely recommend getting in touch with the Compound Wealth team.

Great to deal with. I needed my Kiwisaver withdrawn when buying a first home and Adam made the process very easy.

Adam is a guru. Highly knowledgeable and worked with me to build a financial plan that will provide for both me and my family.

Adam helped me with my KiwiSaver and advised me on the most appropriate investment strategy for my financial situation. Adam and the team were extremely professional and helpful throughout and I would not hesitate to recommend them to anyone. A true pleasure to deal with.

I had previously neglected and forgotten about my Kiwi-saver as it is virtually untouchable until the time of my retirement, as i'm sure a number of people do. Adam helped me refocus my attention to the investment. He helped me to identify how small changes now can be detrimental to the long term balance and recommended a scheme that best suits my investment appetite. A professional with top quality timeless and service I would not hesitate recommending Adam and the team at Compund Wealth to anyone looking to get the most out of their Kiwi-saver Investment or the such like.

Adam has been great at Compound Wealth. His knowledge around KiwiSaver and sound advice has lead to some great gains for my fund. He has also offered advice on shares and other financial advice. I would highly recommend Adam to anybody looking to grow their wealth.

I have recently switched to Compound Wealth as my Kiwisaver provider and it has been a seamless experience. The advice I have been given has been great and my Kiwisaver has been performing well in this challenging economic environment. Adam and the CW team are highly recommended.

Having signed with Compound Wealth a few months ago, I’ve come to realise the quality in which they provide. Both Adam and Hunter have simplified all things KiwiSaver and I am now far more confident in where my money lies. I have no doubt that a successful future awaits!

Adam is trustworthy, hardworking and professional. He and his team helped me out hugely with some investment advice and I couldn’t be happier. They’re always available and they are quick with advice if there’s changes in markets or events that may effect investments.

Adam is my go to man for financial advice. Its awesome to have kiwisaver funds invested through someone that you can just pick up the phone and give a call and work through where you want your dollars to go. If you want to have more power & help with advisement on how to set yourself up for the future I highly recommend Adam and the team at Compound Wealth

I worked closely with one of Compound Wealth's advisers Nick Hay. The level of service, communication and ability to tailor a solution to my needs was exceptional. Highly recommend getting in touch with the team at Compound Wealth to help with any KiwiSaver matters.

I always had an inkling that I probably wasn't getting the best returns through my bank's KiwiSaver scheme, even in their growth fund. After seeing Compound Wealth around, reading some of their articles and talking to Nick about my financial goals - it was pretty clear that I was with the wrong provider. The whole process from start to finish was handled by Nick and was so easy. I've already referred my girlfriend and will be telling plenty more!

I would like to recommend Adam Stewart for your KiwiSaver, Insurance policy’s etc. Adam has helped me with both of these. Adam is Professional, gives sound advice, listens to his clients needs and has a sound knowledge regarding these topics . I recommend Adam Stewart to you all, you won’t regret it!

I had a great experience with Adam's informative knowledge and professionalism, he has a great system place and provided me with exactly what I needed, he helped me into a KiwiSaver scheme that will best benefit me in the long run. This was both an efficient and effective process. Thanks Adam

Adam at Compound Wealth has been extremely helpful and professional in sharing his knowledge and advice with me. I look forward to continue working with Adam and growing my wealth through his many ideas.

Adam is our trusted Kiwisaver financial consultant and I can't rate him highly enough. He always happily assists with any questions we have and genuinely wants the best for his clients.

A very simple process to change over my Kiwisaver. I was provided clear and concise information to make an easy comparison with my current provider. A very professional team who I would highly recommend to anyone wanting to maximise their Kiwisaver returns

Only Positive things to say about Adam and the amazing service i continue to recieve.

Adam was fantastic to work with. He listened to my needs and was really helpful with explaining my options. I now feel confident about my financial future. I’m excited to be on board with compound wealth!

Have been with Compound Wealth for a few months now. Really impressed with the service so far, they have definitely helped me understand my finances better and what I need to be doing to achieve financial success. Highly recommend!

The team at Compound Weath are extremely professional and easy to deal with. I am confident that my investment with them is the best decision I could have made for my future.

My husband and I have been very impressed with the level of service, communication and knowledge that Compound Wealth had whilst organising our UK pension transfers. We would recommend them to anyone requiring this service.

Early on, Adam gave me good advice regarding my kiwisaver provider. This advice payed off and boosted me into my first home. Would definitely recommend.