Company lists · Data refreshed September 2026

Top 24 Financial coaching companies based in New Zealand

RevenueBase identified 38 financial coaching companies headquartered in New Zealand as of September 2026 and tracks 382 professional contacts across them, including 169 with verified work emails. Auckland is the largest hub.

This list covers financial coaching 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 20, 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 20, 2026 86% judged on-target in blind review
38Companies
382Contacts tracked
169Verified emails
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The 24 largest financial coaching companies based in New Zealand

Ranked by team size
Top 24 of 38 financial coaching companies based in New Zealand, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial coaching 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
1Indirect evidenceChristchurch, New ZealandHQ checked Sep 20, 202651-20093 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceWellington, New ZealandHQ checked Sep 20, 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 20, 2026
3Indirect evidenceAuckland, New ZealandHQ checked Sep 20, 202651-20035 contacts →

Indirect evidence

“Live life smarter.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceAuckland, New ZealandHQ checked Sep 20, 202611-5021 contacts →

Partial evidence

“Enjoy better financial results and confidence because of advice and support from SurePlan Financial.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceChristchurch, New ZealandHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceAuckland, New ZealandHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Henderson Budget Service offers a wide range of services which are all personalised to your specific needs.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidencePorirua, New ZealandHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Futurebound is on a mission to put $1B of mortgage interest back into Kiwi households.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceTauranga, New ZealandHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“As a business owner you can at times feel alone and unsupported, spending little time working on your business and trapped in the day to day technical aspects.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceChristchurch, New ZealandHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Do you work for money, or does money work for you- Learn how to find profitable investments (and avoid the risky ones)- Stop dabbling and start making real money – regardless of…”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceInvercargill, New ZealandHQ checked Sep 20, 20261-103 contacts →

Partial evidence

Financial freedom is not a dream.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceTimaru, New ZealandHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“We do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceAuckland, New ZealandHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“The financial future you want for yourself is possible.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceAuckland, New ZealandHQ checked Sep 20, 202611-502 contacts →

Partial evidence

Financial decisions can be worrying.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceWellington, New ZealandHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“We are internationally certified Transformative Coaches and international property investors who help people achieve their ideal lifestyle by building a long-term, healthy…”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceEllerslie, New ZealandHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“MacGregor Jamee Limited works in two distinct ways: Part-time CFO – Contracted into your business as a fractional CFO, accountable for financial strategy, growth, pricing, cash…”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidencePalmerston North, New ZealandHQ checked Sep 20, 20261-102 contacts →

Partial evidence

Financial Freedom Trust (FFT) offers FREE and CONFIDENTIAL financial mentoring and budgeting advice to people experiencing financial difficulty or for those who are just wanting…”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceGisborne, New ZealandHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“The financial landscape can be tricky and is not always well understood.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceAuckland, New ZealandHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“We are here to serve as a guide in helping our clients turn their dreams into reality; whether that is buying their new house‚ providing quality education for their children‚…”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceAuckland, New ZealandHQ checked Sep 20, 202611-501 contacts →

Partial 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 20, 2026
20Partial evidenceKirwee, New ZealandHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“At Beyond Your Numbers through Coaching for Excellence, I help you understand your numbers, price properly, and build a business that pays you well and gives you back your time.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceDunedin, New ZealandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“About iKULUTU In the world of business, every action taken culminates into products and services that stand as a testament to human ambition.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceAuckland, New ZealandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceMartinborough, New ZealandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Does your accountant really understand you and your business?* You love what you do, but are frustrated you're not making enough money,* There are never enough hours in the day,*…”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidencePalmerston North, New ZealandHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Babylon Wealth was created with a passion for people, all things financial and to help people build their financial power Mission Statement: At Babylon Wealth we support you in…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 24 of 38 financial coaching companies based in New Zealand

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Financial coaching companies based in New Zealand at a glance

As of Sep 20, 2026
44.2%Verified-email coverage
10.1Average contacts per company
1-10Median size (employees)
31.6%Largest-city concentration · Auckland
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
7
51-200
3

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 38 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 coaching 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 coaching 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 coaching 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 coaching 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, 169 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 20, 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 financial coaching 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 coaching companies are there based in New Zealand?

RevenueBase identified 38 financial coaching 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?

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

Which city has the most financial coaching companies?

Auckland leads with 12 headquartered companies, followed by Christchurch (7) and Palmerston North (2).

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 169 verified decision-maker contacts tracked across these 38 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 20, 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.