Company lists · Data refreshed September 2026

Top 25 Financial strategy consulting firms based in New Zealand

RevenueBase identified 130 financial strategy consulting firms headquartered in New Zealand as of September 2026 and tracks 1,689 professional contacts across them, including 971 with verified work emails and 45 with mobile numbers. Auckland is the largest hub.

This list covers financial strategy 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 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 30, 2026 86% judged on-target in blind review
130Companies
1,689Contacts tracked
971Verified emails
45Mobile numbers
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The 25 largest financial strategy consulting firms based in New Zealand

Ranked by team size
Top 25 of 130 financial strategy consulting firms based in New Zealand, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy consulting firms: 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 evidenceTauranga, New ZealandHQ checked Sep 30, 2026501-1,000607 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
2Indirect evidenceAuckland, New ZealandHQ checked Sep 30, 2026201-500348 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
3Indirect evidenceChristchurch, New ZealandHQ checked Sep 30, 202651-20093 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
4Partial evidenceAuckland, New ZealandHQ checked Sep 30, 202651-20068 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
5Partial evidenceWellington, New ZealandHQ checked Sep 30, 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 30, 2026
6Partial evidenceAuckland, New ZealandHQ checked Sep 30, 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 30, 2026
7Partial evidenceAuckland, New ZealandHQ checked Sep 30, 202611-5017 contacts →

Partial evidence

“Calibre Partners is a well-established commercial and financial advisory firm.”

Source: RevenueBase Database · checked Sep 30, 2026
8Strong evidenceFreemans Bay, New ZealandHQ checked Sep 30, 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 30, 2026
9Indirect evidenceWellington, New ZealandHQ checked Sep 30, 202611-5015 contacts →

Indirect evidence

“Volte is a no-nonsense management consultancy.”

Source: RevenueBase Database · checked Sep 30, 2026
10Partial evidenceAuckland, New ZealandHQ checked Sep 30, 202611-5013 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
11Partial evidenceChristchurch, New ZealandHQ checked Sep 30, 202611-5011 contacts →

Partial evidence

“Providing financial and business advice for extraordinary results.”

Source: RevenueBase Database · checked Sep 30, 2026
12Partial evidencePakuranga, New ZealandHQ checked Sep 30, 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 30, 2026
13Partial evidenceAlbany, New ZealandHQ checked Sep 30, 20261-1011 contacts →

Partial evidence

“A holistic approach to financial advice.”

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceChristchurch, New ZealandHQ checked Sep 30, 202611-5010 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceAuckland, New ZealandHQ checked Sep 30, 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 30, 2026
16Indirect evidenceEast Tamaki, New ZealandHQ checked Sep 30, 202611-509 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
17Indirect evidenceAuckland, New ZealandHQ checked Sep 30, 202611-509 contacts →

Indirect evidence

“Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.”

Source: RevenueBase Database · checked Sep 30, 2026
18Partial evidenceAuckland, New ZealandHQ checked Sep 30, 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 30, 2026
19Strong evidenceAuckland, New ZealandHQ checked Sep 30, 20261-108 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
20Partial evidenceDunedin, New ZealandHQ checked Sep 30, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
21Indirect evidenceAuckland, New ZealandHQ checked Sep 30, 20261-108 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
22Indirect evidenceChristchurch, New ZealandHQ checked Sep 30, 202611-507 contacts →

Indirect evidence

“Anthem Partners is a Christchurch-based advisory and accounting firm specialising in services for businesses both large and small, their stakeholders, and funders.”

Source: RevenueBase Database · checked Sep 30, 2026
23Partial evidenceChristchurch, New ZealandHQ checked Sep 30, 20261-106 contacts →

Partial evidence

“We're more than a financial and commercial advisory firm – we are your dedicated allies on your journey to success.”

Source: RevenueBase Database · checked Sep 30, 2026
24Indirect evidenceChristchurch, New ZealandHQ checked Sep 30, 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 30, 2026
25Indirect evidenceTe Aro, New ZealandHQ checked Sep 30, 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 30, 2026

Showing 25 of 130 financial strategy consulting firms based in New Zealand

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 971 reachable decision-makers.

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Financial strategy consulting firms based in New Zealand at a glance

As of Sep 30, 2026
57.5%Verified-email coverage
2.7%Mobile-number coverage
13.0Average contacts per company
1-10Median size (employees)
40.0%Largest-city concentration · Auckland
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
106
11-50
19
51-200
3
201-500
1
501-1,000
1

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

Company record updated

Median 81.0d

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 strategy consulting firms, 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 strategy consulting firms”. 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 strategy consulting firms), 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 strategy 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 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, 971 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 30, 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 strategy consulting firms 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 strategy consulting firms, 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 strategy consulting firms are there based in New Zealand?

RevenueBase identified 130 financial strategy 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?

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

Which city has the most financial strategy consulting firms?

Auckland leads with 52 headquartered companies, followed by Christchurch (15) and Wellington (8).

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 971 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 30, 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.