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Adam Stewart

Director & Financial Adviser @Compound Wealth

Tauranga, NZ
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2017 — Present

Director & Financial Adviser @Compound Wealth

Tauranga, NZ

Compound Wealth is an independent Financial Planning firm specialised in the provision of tailored wealth management 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.As advocates of financial literacy, we help people understand key concepts such as the miracle that is compound interest.\"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 EinsteinWe offer a broad range of services and solutions but these could be generally broken down to:KiwiSaver/Superannuation adviceRetirement PlanningInvestment AdviceAustralian Super TransfersPension adviceFinancial advice

EDUCATION

2012 — 2014

Victoria University of Wellington

Bachelor’s Degree

2007 — 2011

Christchurch Boys High School

High School

ABOUT ADAM STEWART

As a Director and Financial Adviser at Compound Wealth, I help New Zealanders make…

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