Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in New Zealand

RevenueBase identified 180 financial consulting firms headquartered in New Zealand as of September 2026 and tracks 3,480 professional contacts across them, including 2,029 with verified work emails and 123 with mobile numbers. Auckland is the largest hub.

This list covers financial consulting 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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
180Companies
3,480Contacts tracked
2,029Verified emails
123Mobile numbers
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The 25 largest financial consulting firms based in New Zealand

Ranked by team size
Top 25 of 180 financial consulting firms based in New Zealand, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial consulting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
FindexPartial evidence
Tauranga, New Zealand1,001-5,0001,656

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: company website · checked Sep 2, 2026
2
Craigs Investment PartnersIndirect evidence
Tauranga, New Zealand501-1,000607

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

Source: company website · checked Sep 2, 2026
3
LifetimeIndirect evidence
Christchurch, New Zealand51-20092
Source: company website · checked Sep 2, 2026
4
Haven Financial AdvisersPartial evidence
Auckland, New Zealand51-20068

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

Source: company website · checked Sep 2, 2026
5
FinsolIndirect evidence
Auckland, New Zealand11-5062

“At Finsol, we help Kiwis think bigger picture.”

Source: company website · checked Sep 2, 2026
6
AdvicefirstIndirect evidence
Wellington, New Zealand51-20048

“AdviceFirst is passionate about providing quality advice.”

Source: company website · checked Sep 2, 2026
7
Foxplan LTDPartial evidence
Wellington, New Zealand11-5036

“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: company website · checked Sep 2, 2026
8
AlvariumIndirect evidence
Auckland, New Zealand51-20036

“Alvarium offers a connected world of investment opportunities.”

Source: company website · checked Sep 2, 2026
9
Cambridge PartnersIndirect evidence
Christchurch, New Zealand11-5034

“Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm.”

Source: company website · checked Sep 2, 2026
10Hastings, New Zealand11-5025

“Welcome to Cole Murray Financial Advisers, Hawke's Bay's home of all things financial.”

Source: company website · checked Sep 2, 2026
11
Hobson WealthIndirect evidence
Wellington, New Zealand51-20023

“Guiding you to better wealth.”

Source: company website · checked Sep 2, 2026
12Hastings, New Zealand11-5022

“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: company website · checked Sep 2, 2026
13New Zealand11-5021

“We are "passionate" about ensuring Kiwis get the right advice and quality insurance to suit each persons individual circumstances.”

Source: company website · checked Sep 2, 2026
14
BIZ Solutions LimitedPartial evidence
Auckland, New Zealand11-5020

“Picture a powerhouse of business growth, a beacon of financial wisdom, a catalyst for success - that's Biz Solutions.”

Source: company website · checked Sep 2, 2026
15
Invicta FinancialPartial evidence
Christchurch, New Zealand11-5020

“At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.”

Source: company website · checked Sep 2, 2026
16Auckland, New Zealand11-5017

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

Source: company website · checked Sep 2, 2026
17
Rutherford RedePartial evidence
Auckland, New Zealand11-5014

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

Source: company website · checked Sep 2, 2026
18
DUX FinancialIndirect evidence
Wellington, New Zealand11-5013

“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: company website · checked Sep 2, 2026
19
REB Group LimitedPartial evidence
Auckland, New Zealand11-5013

“We take pride in our job to translate financial information into practical and useful recommendations to help your business grow.”

Source: company website · checked Sep 2, 2026
20
The Advice HUBIndirect evidence
New Zealand11-5013

“Serious about Kiwis who are serious about their future.”

Source: company website · checked Sep 2, 2026
21
NeoviaPartial evidence
Lincoln, New Zealand11-5011

“Providing financial and business advice for extraordinary results.”

Source: company website · checked Sep 2, 2026
22
Swift Mortgages LTDPartial evidence
New Zealand11-5011

“SWIFT – Your Eagle in Finance At SWIFT, we understand that financial success is about more than just numbers.”

Source: company website · checked Sep 2, 2026
23
Smart AdviserPartial evidence
Auckland, New Zealand1-1011

“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: company website · checked Sep 2, 2026
24Timaru, New Zealand11-5010

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

Source: company website · checked Sep 2, 2026
25Botany Junction, New Zealand11-509

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

Source: company website · checked Sep 2, 2026

Showing 25 of 180 financial consulting firms based in New Zealand

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Financial consulting firms based in New Zealand at a glance

As of Sep 2, 2026
1-10Median size (employees)
AucklandLargest hub · 69 HQs
123Contacts with mobile numbers
Sep 2, 2026Data refreshed

Companies by employee count

1-10
136
11-50
33
51-200
7
501-1,000
1
1,001-5,000
1

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 consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 consulting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among financial consulting 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 an evidence 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, 2,029 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 2, 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 consulting firms by metro

  • Financial consulting firms in Auckland69

Frequently asked

How many financial consulting firms are there based in New Zealand?

RevenueBase identified 180 financial consulting 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?

Findex, headquartered in Tauranga, tops this list with the largest team on record.

Which city has the most financial consulting firms?

Auckland leads with 69 headquartered companies, followed by Christchurch (23) and Wellington (12).

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 2,029 verified decision-maker contacts tracked across these 180 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 2, 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 SmartSearch, 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.