Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in New Zealand

RevenueBase identified 78 financial services consultants headquartered in New Zealand as of September 2026 and tracks 438 professional contacts across them, including 238 with verified work emails. Auckland is the largest hub.

This list covers financial services consultants 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 16, 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 16, 2026 86% judged on-target in blind review
78Companies
438Contacts tracked
238Verified emails
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The 25 largest financial services consultants based in New Zealand

Ranked by team size
Top 25 of 78 financial services consultants based in New Zealand, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: 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 16, 202651-20093 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
2Partial evidenceAuckland, New ZealandHQ checked Sep 16, 202651-20068 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
3Partial evidenceAuckland, New ZealandHQ checked Sep 16, 202611-5020 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
4Partial evidenceAuckland, New ZealandHQ checked Sep 16, 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 16, 2026
5Partial evidenceFreemans Bay, New ZealandHQ checked Sep 16, 202611-5015 contacts →

Partial 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 16, 2026
6Partial evidenceWellington, New ZealandHQ checked Sep 16, 202611-5015 contacts →

Partial evidence

“Volte is a no-nonsense management consultancy.”

Source: RevenueBase Database · checked Sep 16, 2026
7Partial evidenceChristchurch, New ZealandHQ checked Sep 16, 202611-5011 contacts →

Partial evidence

“Providing financial and business advice for extraordinary results.”

Source: RevenueBase Database · checked Sep 16, 2026
8Partial evidencePakuranga, New ZealandHQ checked Sep 16, 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 16, 2026
9Partial evidenceAlbany, New ZealandHQ checked Sep 16, 20261-1011 contacts →

Partial evidence

“A holistic approach to financial advice.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceChristchurch, New ZealandHQ checked Sep 16, 202611-5010 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidenceChristchurch, New ZealandHQ checked Sep 16, 202611-509 contacts →

Indirect evidence

“Strategize goal is to create the leading business consulting group in New Zealand by attracting the very best talent to our team, and delivering the very best service.”

Source: RevenueBase Database · checked Sep 16, 2026
12Partial evidenceAuckland, New ZealandHQ checked Sep 16, 20261-108 contacts →

Partial evidence

Financial services management consulting, specialising marketing and distribution consulting for insurers, banks, fund managers, and financial advice businesses.”

Source: RevenueBase Database · checked Sep 16, 2026
13Partial evidenceDunedin, New ZealandHQ checked Sep 16, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceAuckland, New ZealandHQ checked Sep 16, 20261-108 contacts →

Indirect evidence

“Adviser to the Advice Industry Tony Vidler, CFP, CLU, ChFC.”

Source: RevenueBase Database · checked Sep 16, 2026
15Indirect evidenceChristchurch, New ZealandHQ checked Sep 16, 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 16, 2026
16Indirect evidenceTauranga, New ZealandHQ checked Sep 16, 20261-106 contacts →

Indirect evidence

“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.”

Source: RevenueBase Database · checked Sep 16, 2026
17Partial evidenceChristchurch, New ZealandHQ checked Sep 16, 20261-105 contacts →

Partial evidence

“Nine Yards Financial Services is Christchurch based Financial Advisory Company.”

Source: RevenueBase Database · checked Sep 16, 2026
18Partial evidenceChristchurch, New ZealandHQ checked Sep 16, 20261-105 contacts →

Partial evidence

“Rayen & Wood Financial Services focuses on being able to provide our clients with the personalised and specialised advice that each individual requires.”

Source: RevenueBase Database · checked Sep 16, 2026
19Partial evidencePalmerston North, New ZealandHQ checked Sep 16, 20261-104 contacts →

Partial 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 16, 2026
20Partial evidenceAuckland 1023, New ZealandHQ checked Sep 16, 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 16, 2026
21Partial evidenceInvercargill, New ZealandHQ checked Sep 16, 20261-103 contacts →

Partial evidence

Financial freedom is not a dream.”

Source: RevenueBase Database · checked Sep 16, 2026
22Partial evidenceDunedin, New ZealandHQ checked Sep 16, 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 16, 2026
23Partial evidenceNelson, New ZealandHQ checked Sep 16, 20261-103 contacts →

Partial evidence

“We are independent financial advisers offering custom long term financial planning.”

Source: RevenueBase Database · checked Sep 16, 2026
24Indirect evidenceRiccarton, New ZealandHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“A BUSINESS BUILT ON RELATIONSHIPS.”

Source: RevenueBase Database · checked Sep 16, 2026
25Partial evidenceHamilton, New ZealandHQ checked Sep 16, 20261-103 contacts →

Partial evidence

“Comprehensive Financial Planners”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 25 of 78 financial services consultants based in New Zealand

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 238 reachable decision-makers.

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Financial services consultants based in New Zealand at a glance

As of Sep 16, 2026
54.3%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
35.9%Largest-city concentration · Auckland
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
63
11-50
13
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 78 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 services consultants, 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 services consultants”. 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 services consultants), 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 services consultants, 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, 238 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 16, 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 services consultants by metro

  • Financial services consultants in Auckland28

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 services consultants, 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 services consultants are there based in New Zealand?

RevenueBase identified 78 financial services consultants 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 services consultants?

Auckland leads with 28 headquartered companies, followed by Christchurch (12) 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 238 verified decision-maker contacts tracked across these 78 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 16, 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.