Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in New Zealand

RevenueBase identified 79 corporate financial planning firms headquartered in New Zealand as of September 2026 and tracks 503 professional contacts across them, including 293 with verified work emails. Auckland is the largest hub.

This list covers corporate financial planning firms 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
79Companies
503Contacts tracked
293Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest corporate financial planning firms based in New Zealand

Ranked by team size
Top 25 of 79 corporate financial planning firms 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 corporate financial planning firms: 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 evidenceChristchurch, New ZealandHQ checked Sep 19, 202651-20093 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceAuckland, New ZealandHQ checked Sep 19, 202651-20068 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceWellington, New ZealandHQ checked Sep 19, 202611-5037 contacts →

Strong evidence

“Foxplan work one to one with clients as well as facilitating workshops with corporate groups to increase New Zealand's financial literacy through financial planning.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceHastings, New ZealandHQ checked Sep 19, 202611-5022 contacts →

Indirect evidence

“In 1987, Stewart Group (then called DL Stewart & Associates) was established by Don Stewart in Hawke's Bay with one purpose - to provide tailored investment and insurance advice…”

Source: RevenueBase Database · checked Sep 19, 2026
5Strong evidenceAuckland, New ZealandHQ checked Sep 19, 202611-5017 contacts →

Strong evidence

“At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceMasterton, New ZealandHQ checked Sep 19, 202611-5015 contacts →

Strong evidence

“RIVAL Wealth was established in 2008 with a unique approach to financial planning.”

Source: RevenueBase Database · checked Sep 19, 2026
7Strong evidenceFreemans Bay, New ZealandHQ checked Sep 19, 202611-5015 contacts →

Strong 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
8Partial evidenceChristchurch, New ZealandHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“Providing financial and business advice for extraordinary results.”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidencePakuranga, New ZealandHQ checked Sep 19, 20261-1011 contacts →

Strong 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
10Partial evidenceAlbany, New ZealandHQ checked Sep 19, 20261-1011 contacts →

Partial evidence

“A holistic approach to financial advice.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect 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
12Indirect evidenceEast Tamaki, New ZealandHQ checked Sep 19, 202611-509 contacts →

Indirect evidence

“Giles & Liew Chartered Accountants is an Accounting and Business Advisory Services firm with a passion for innovation, growth and success.”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceAuckland, New ZealandHQ checked Sep 19, 20261-108 contacts →

Strong evidence

“The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceDunedin, New ZealandHQ checked Sep 19, 20261-108 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceAuckland, New ZealandHQ checked Sep 19, 20261-107 contacts →

Strong evidence

“Stuart + Carlyon offers clients a financial planning service that combines an unmatched experience in financial and investment planning with a broader life-goal focus.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceChristchurch, New ZealandHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“At O'Connor Partners, we support senior leadership teams and boards with the advice, analyses, and robust processes needed for business investment and expansion.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceTauranga, New ZealandHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Assisting you to Accumulate, Manage and Protect your Wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect 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
19Partial evidenceAuckland, New ZealandHQ checked Sep 19, 202611-506 contacts →

Partial evidence

“We offer a range of financial products and services, including mortgage, insurance, investment and retirement strategies, to help our clients achieve their financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial 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
21Strong evidenceCambridge, New ZealandHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“Moneyworks provides financial planning for people who need to make long-term financial decisions in a changing world.”

Source: RevenueBase Database · checked Sep 19, 2026
22Strong evidencePalmerston North, New ZealandHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“We specialise in independent financial planning, investment advice, retirement planning, and reviews of estate planning arrangements, including wills and trusts.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceAuckland 1023, New ZealandHQ checked Sep 19, 20261-104 contacts →

Partial 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
24Partial evidenceInvercargill, New ZealandHQ checked Sep 19, 20261-103 contacts →

Partial evidence

Financial freedom is not a dream.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceDunedin, New ZealandHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Karl is an Financial Adviser and qualified Chartered Accountant, and has previously worked with clients across a broad range of industries.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 79 corporate financial planning firms based in New Zealand

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 293 reachable decision-makers.

Free signup · no credit card

View the full list →

Corporate financial planning firms based in New Zealand at a glance

As of Sep 19, 2026
58.3%Verified-email coverage
6.4Average contacts per company
1-10Median size (employees)
40.5%Largest-city concentration · Auckland
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
64
11-50
12
51-200
2

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 79 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 corporate financial planning firms, 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 “corporate financial planning firms”. 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 corporate financial planning firms), 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 corporate financial planning firms, 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, 293 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.

Corporate financial planning firms by metro

  • Corporate financial planning firms in Auckland32

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 corporate financial planning firms, 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 corporate financial planning firms are there based in New Zealand?

RevenueBase identified 79 corporate financial planning firms 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?

Lifetime, headquartered in Christchurch, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

Auckland leads with 32 headquartered companies, followed by Christchurch (8) and Dunedin (4).

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 293 verified decision-maker contacts tracked across these 79 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.

Ready to reach these companies? Verified emails and direct dials for all 79 corporate financial planning firms based in New Zealand. Start with a free account, no credit card.

Download this list →

Related lists

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.