Company lists · Data refreshed September 2026

Top 24 401k plan advisors based in New Zealand

RevenueBase identified 46 401k plan advisors headquartered in New Zealand as of September 2026 and tracks 210 professional contacts across them, including 105 with verified work emails. Auckland is the largest hub.

This list covers 401k plan advisors headquartered in New Zealand, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
46Companies
210Contacts tracked
105Verified emails
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The 24 largest 401k plan advisors based in New Zealand

Ranked by team size
Top 24 of 46 401k plan advisors based in New Zealand, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceAuckland, New ZealandHQ checked Sep 19, 202651-20068 contacts →

Indirect evidence

“Our friendly team of dedicated and experienced financial advisers are on your side.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceFreemans Bay, New ZealandHQ checked Sep 19, 202611-5015 contacts →

Partial evidence

“Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidencePakuranga, New ZealandHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“When it comes to securing your financial future, we know there is a lot for you to think about – which is why so many people are tempted to put financial planning in the “too…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceChristchurch, New ZealandHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“They say a journey of a thousand miles begins with a single step.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceDunedin, New ZealandHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceTe Aro, New ZealandHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Blue Canoe helps you successfully navigate the paths that life presents you, providing guidance to make your journey as smooth and prosperous as possible.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceWhangarei, New ZealandHQ checked Sep 19, 20261-106 contacts →

Partial evidence

Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceTauranga, New ZealandHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceChristchurch, New ZealandHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Nine Yards Financial Services is Christchurch based Financial Advisory Company.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceAuckland 1023, New ZealandHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Whether you are temporarily or permanently unable to earn income, there will be a financial impact on your life, and on the lives of those important to you.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceInvercargill, New ZealandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Financial freedom is not a dream.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceNelson, New ZealandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“We are independent financial advisers offering custom long term financial planning.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceAuckland, New ZealandHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“With almost a decade of Financial and Insurance Advisory experience in New Zealand, we can help you with making good decisions that will set a solid foundation for a more certain…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceAuckland, New ZealandHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceTauranga Central, New ZealandHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“G3 Financial Freedom – We deliver solutions for clients committed to creating a better financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceAuckland, New ZealandHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Cliffe Consulting are professional financial advisers, specialising in investments and retirement planning.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidencePalmerston North, New ZealandHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceAuckland, New ZealandHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

“We’ve all got big dreams – but some of those dreams take a fair whack of financial know-how to achieve.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceRotorua, New ZealandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“A world-class service provided by a local firm!”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceAuckland, New ZealandHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Echo Financial Advisors Ltd.(FSP - 1001566) Your trusted partner for clarity, confidence, and results in financial planning & investment.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceChristchurch, New ZealandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceAuckland, New ZealandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidencePetone, New ZealandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Robbie has been advising New Zealanders on financial risk protection matters since 2003.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceDunedin, New ZealandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026

Showing 24 of 46 401k plan advisors based in New Zealand

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401k plan advisors based in New Zealand at a glance

As of Sep 19, 2026
50.0%Verified-email coverage
4.6Average contacts per company
1-10Median size (employees)
41.3%Largest-city concentration · Auckland
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
4
51-200
1

Email recency for this list is measured worldwide rather than for New Zealand, so it is reported there. Company counts and contact totals on this page are exact for New Zealand, over 46 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in New Zealand whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside New Zealand are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 105 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan advisors are there based in New Zealand?

RevenueBase identified 46 401k plan advisors headquartered in New Zealand as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Haven Financial Advisers, headquartered in Auckland, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

Auckland leads with 19 headquartered companies, followed by Christchurch (4) and Dunedin (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 105 verified decision-maker contacts tracked across these 46 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.