Company lists · Data refreshed September 2026

Top 25 Financial planning platforms based in New Zealand

Name: Financial planning platforms based in New Zealand
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 42 companies tracked

RevenueBase identified 42 financial planning platforms headquartered in New Zealand as of September 2026 and tracks 392 professional contacts across them, including 266 with verified work emails. Auckland is the largest hub.

This list covers financial planning platforms 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

42Companies

392Contacts tracked

266Verified emails

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The 25 largest financial planning platforms based in New Zealand

Ranked by team size

Top 25 of 42 financial planning platforms 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 planning platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Lifetime	Indirect evidence	Christchurch, New ZealandHQ checked Sep 28, 2026	51-200	93 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
2	Adminis	Partial evidence	Wellington, New ZealandHQ checked Sep 28, 2026	11-50	85 contacts →
	Partial evidence “Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families.” Source: RevenueBase Database · checked Sep 28, 2026
3	Foxplan LTD	Strong evidence	Wellington, New ZealandHQ checked Sep 28, 2026	11-50	37 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 28, 2026
4	Pocketsmith	Indirect evidence	Dunedin, New ZealandHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “PocketSmith is online money management software that's used in over 190 countries.” Source: RevenueBase Database · checked Sep 28, 2026
5	NEW Zealand Financial Planning	Strong evidence	Auckland, New ZealandHQ checked Sep 28, 2026	11-50	17 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 28, 2026
6	Rival Wealth	Strong evidence	Masterton, New ZealandHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “RIVAL Wealth was established in 2008 with a unique approach to financial planning.” Source: RevenueBase Database · checked Sep 28, 2026
7	Smart Adviser	Strong evidence	Pakuranga, New ZealandHQ checked Sep 28, 2026	1-10	11 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 28, 2026
8	Milestone Financial Services LTD	Indirect evidence	Christchurch, New ZealandHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “They say a journey of a thousand miles begins with a single step.” Source: RevenueBase Database · checked Sep 28, 2026
9	Omnimax	Partial evidence	Christchurch, New ZealandHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “We specialise in developing custom SaaS solutions that help financial services providers improve their productivity and gain more time to focus on supporting their clients on…” Source: RevenueBase Database · checked Sep 28, 2026
10	Trilogy Financial Solutions NZ LTD	Strong evidence	Auckland, New ZealandHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “We are a boutique financial planning business located in Parnell Auckland.” Source: RevenueBase Database · checked Sep 28, 2026
11	The Private Office NZ	Strong evidence	Auckland, New ZealandHQ checked Sep 28, 2026	1-10	8 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 28, 2026
12	Phwealth	Strong evidence	Dunedin, New ZealandHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Source: RevenueBase Database · checked Sep 28, 2026
13	Rede Advisers LTD	Strong evidence	Christchurch, New ZealandHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Rede Advisers is a Christchurch based financial planning practice that has been providing comprehensive financial advice and planning services since 2003.” Source: RevenueBase Database · checked Sep 28, 2026
14	Stuart Carlyon	Strong evidence	Auckland, New ZealandHQ checked Sep 28, 2026	1-10	7 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 28, 2026
15	Footprint Connect	Strong evidence	Auckland, New ZealandHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “We’re a digital employee benefits platform that specialises in working with leading employers who are looking for innovative ways to help improve the financial wellness of their…” Source: RevenueBase Database · checked Sep 28, 2026
16	Wiseplanning	Indirect evidence	Christchurch, New ZealandHQ checked Sep 28, 2026	1-10	5 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 28, 2026
17	Moneyworks NZ Limited	Strong evidence	Cambridge, New ZealandHQ checked Sep 28, 2026	1-10	4 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 28, 2026
18	Personal Investment Centre	Strong evidence	Palmerston North, New ZealandHQ checked Sep 28, 2026	1-10	4 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 28, 2026
19	Wealth Boutique	Partial evidence	Invercargill, New ZealandHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Financial freedom is not a dream.” Source: RevenueBase Database · checked Sep 28, 2026
20	The Nimbus Project	Partial evidence	Timaru, New ZealandHQ checked Sep 28, 2026	1-10	3 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 28, 2026
21	Nigel Tate Financial Planning LTD	Partial evidence	Hamilton, New ZealandHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Comprehensive Financial Planners” Source: RevenueBase Database · checked Sep 28, 2026
22	G3 Financial Freedom LTD	Partial evidence	Tauranga Central, New ZealandHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “G3 Financial Freedom – We deliver solutions for clients committed to creating a better financial future.” Source: RevenueBase Database · checked Sep 28, 2026
23	Wealth Management Strategies NEW Zealand	Indirect evidence	Auckland, New ZealandHQ checked Sep 28, 2026	1-10	2 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 28, 2026
24	Total Wealth Limited	Strong evidence	Christchurch, New ZealandHQ checked Sep 28, 2026	n/a	2 contacts →
	Strong evidence “Total Wealth offers clients a financial planning service that combines financial and investment planning with a broader life-goal focus.” Source: RevenueBase Database · checked Sep 28, 2026
25	Arbitrage Wealth Management	Strong evidence	Wellington, New ZealandHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “We are a boutique financial planning company offering broad financial services advice, tailored to client’s financial goals.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial planning platforms.
Partial evidence: Its own public description names part of financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 42 financial planning platforms based in New Zealand

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Financial planning platforms based in New Zealand at a glance

As of Sep 28, 2026

67.9%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

35.7%Largest-city concentration · Auckland

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 42 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 planning platforms, 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 planning platforms”. 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 planning platforms), 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 planning platforms, 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, 266 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.

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 planning platforms, 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 planning platforms are there based in New Zealand?

RevenueBase identified 42 financial planning platforms 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 planning platforms?

Auckland leads with 15 headquartered companies, followed by Christchurch (6) and Wellington (5).

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 266 verified decision-maker contacts tracked across these 42 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.