Company lists · Data refreshed September 2026

Top 25 Financial advisory outsourcing companies based in New Zealand

RevenueBase identified 130 financial advisory outsourcing companies headquartered in New Zealand as of September 2026 and tracks 1,791 professional contacts across them, including 1,025 with verified work emails. Auckland is the largest hub.

This list covers financial advisory outsourcing companies 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 28, 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 28, 2026 86% judged on-target in blind review
130Companies
1,791Contacts tracked
1,025Verified emails
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The 25 largest financial advisory outsourcing companies based in New Zealand

Ranked by team size
Top 25 of 130 financial advisory outsourcing companies based in New Zealand, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory outsourcing companies: 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
1Partial evidenceTauranga, New ZealandHQ checked Sep 28, 2026501-1,000607 contacts →

Partial evidence

“We are one of New Zealand’s leading investment advisory firms.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceAuckland, New ZealandHQ checked Sep 28, 2026201-500348 contacts →

Partial evidence

“Jarden is a leading independent investment and advisory group.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceChristchurch, New ZealandHQ checked Sep 28, 202651-20093 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceAuckland, New ZealandHQ checked Sep 28, 202651-20068 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceWellington, New ZealandHQ checked Sep 28, 202651-20048 contacts →

Indirect evidence

“AdviceFirst is passionate about providing quality advice.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceWellington, New ZealandHQ checked Sep 28, 202611-5037 contacts →

Partial 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 28, 2026
7Indirect evidenceHastings, New ZealandHQ checked Sep 28, 202611-5030 contacts →

Indirect evidence

“At Admin Army, we don’t do fluff.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceHastings, New ZealandHQ checked Sep 28, 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 28, 2026
9Partial evidenceAuckland, New ZealandHQ checked Sep 28, 202611-5017 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceFreemans Bay, New ZealandHQ checked Sep 28, 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 28, 2026
11Indirect evidenceWellington, New ZealandHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Our focus is to help clients get the right tailored finance and insurance advice for their situation and ensure it fits their needs now and into the future.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceAuckland, New ZealandHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“Strategic Business Outsourcing We are a one stop shop for outsourced finance, systems and relationship management solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceChristchurch, New ZealandHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Providing financial and business advice for extraordinary results.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidencePakuranga, New ZealandHQ checked Sep 28, 20261-1011 contacts →

Partial 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 28, 2026
15Partial evidenceAlbany, New ZealandHQ checked Sep 28, 20261-1011 contacts →

Partial evidence

“A holistic approach to financial advice.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceChristchurch, New ZealandHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceAuckland, New ZealandHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“Tiaki Capital focuses on partnering with business owners to execute private business transactions between $10m and $200m.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceAuckland, New ZealandHQ checked Sep 28, 202611-508 contacts →

Partial evidence

“Founded in 2006, VCFO provides insightful business and financial advice to private clients, business owners and investment managers.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceDunedin, New ZealandHQ checked Sep 28, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceKerikeri, New ZealandHQ checked Sep 28, 202611-508 contacts →

Strong evidence

“Wealthpoint North formerly traded as AMP Dynamics Financial Services until October 2019 and is now an independent advisory business that offers a unique blend of experience…”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceAuckland, New ZealandHQ checked Sep 28, 20261-108 contacts →

Partial evidence

“SuperCity Mortgages & Insurance are one of New Zealand’s leading independently owned mortgage and insurance advisory firms.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceHastings, New ZealandHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceNelson, New ZealandHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Wealthpoint Nelson formerly traded as AMP Powerhouse until September 2019 and is now an independent and is an advisory business that provides tailored lifetime advice.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceTe Aro, New ZealandHQ checked Sep 28, 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 28, 2026
25Partial evidenceWhangarei, New ZealandHQ checked Sep 28, 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 28, 2026

Showing 25 of 130 financial advisory outsourcing companies based in New Zealand

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Financial advisory outsourcing companies based in New Zealand at a glance

As of Sep 28, 2026
57.2%Verified-email coverage
13.8Average contacts per company
1-10Median size (employees)
35.4%Largest-city concentration · Auckland
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
105
11-50
18
51-200
5
201-500
1
501-1,000
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 130 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 financial advisory outsourcing companies, 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 “financial advisory outsourcing companies”. 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 financial advisory outsourcing companies), 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 financial advisory outsourcing companies, 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, 1,025 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 28, 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.

Financial advisory outsourcing companies by metro

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 financial advisory outsourcing companies, 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 financial advisory outsourcing companies are there based in New Zealand?

RevenueBase identified 130 financial advisory outsourcing companies 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?

Craigs Investment Partners, headquartered in Tauranga, tops this list with the largest team on record.

Which city has the most financial advisory outsourcing companies?

Auckland leads with 46 headquartered companies, followed by Christchurch (16) and Wellington (10).

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 1,025 verified decision-maker contacts tracked across these 130 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 28, 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.