Company lists · Data refreshed September 2026
Top 25 Insurance planning advisors based in New Zealand
RevenueBase identified 196 insurance planning advisors headquartered in New Zealand as of September 2026 and tracks 1,346 professional contacts across them, including 624 with verified work emails. Auckland is the largest hub.
This list covers insurance planning advisors 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 17, 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.
The 25 largest insurance planning advisors based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 93 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 68 contacts → | ||||
Indirect evidence “Our friendly team of dedicated and experienced financial advisers are on your side.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 62 contacts → | ||||
Indirect evidence “At Finsol, we help Kiwis think bigger picture.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 4 | 48 contacts → | ||||
Indirect evidence “AdviceFirst is passionate about providing quality advice.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 5 | 37 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 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 29 contacts → | ||||
Indirect evidence “Advice4Life is about just that, advice, for life.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 28 contacts → | ||||
Partial evidence “Maurice Trapp Group are experts in risk management and succession planning for small to medium sized New Zealand businesses, business owners and their people.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 27 contacts → | ||||
Indirect evidence “MPIP Group Limited (FSP726071) holds a licence issued by the Financial Markets Authority to provide financial advice.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 26 contacts → | ||||
Partial evidence “General Insurance and Risk Management Advice” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 24 contacts → | ||||
Indirect evidence “aibGROUP operates under the promise of "Certainty through Adversity".” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 11 | 24 contacts → | ||||
Indirect evidence “It’s time to live life covered Today is a great day to make a change and put some plans in place – plans that will take care of you, your family, your belongings, your business.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 22 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 20 contacts → | ||||
Partial evidence “At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 14 | 19 contacts → | ||||
Partial evidence “Futurisk Insurance Limited is an independent insurance brokerage company, which means we work for the client and can explore many different options from a range of Insurance…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 18 contacts → | ||||
Partial evidence “We are "passionate" about ensuring Kiwis get the right advice and quality insurance to suit each persons individual circumstances.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 16 | 17 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 17, 2026Thanks. The Data Team will review it. | |||||
| 17 | 15 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 17, 2026Thanks. The Data Team will review it. | |||||
| 18 | 14 contacts → | ||||
Partial evidence “At Sherpa Insurance Brokers and Advocates, it’s our approach to insurance that sets us apart.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 19 | 13 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 20 | 13 contacts → | ||||
Indirect evidence “Your health and your ability to earn an income are your two most important assets.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 21 | 12 contacts → | ||||
Indirect evidence “Zenith Financial Group is a New Zealand owned business with offices and advisers nationwide.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 22 | 12 contacts → | ||||
Indirect evidence “Helping individuals, families, and business owners to reduce risk and create certainty.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 23 | 11 contacts → | ||||
Partial evidence “Based in Morrinsville and Matamata in the heart of the Waikato, we are a locally owned New Zealand company providing a professional insurance brokering service.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 24 | 11 contacts → | ||||
Partial evidence “Most people find insurance really boring.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 25 | 11 contacts → | ||||
Indirect evidence “Live the life you love in New Zealand’s best province (New Plymouth, Taranaki) – confident that Abacus has got your back when the unexpected hits the fan!” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
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: insurance planning advisors. 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 insurance planning advisors.
- Partial evidence
- Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name insurance planning advisors. 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 196 insurance planning advisors based in New Zealand
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Insurance planning advisors based in New Zealand at a glance
As of Sep 17, 2026Companies by employee count
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 196 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 insurance planning advisors, 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 “insurance planning advisors”. 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 insurance planning advisors), 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 insurance planning advisors, 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, 624 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 17, 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.
Insurance planning advisors by metro
- Insurance planning advisors in Auckland71
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 insurance planning advisors, 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 insurance planning advisors are there based in New Zealand?
RevenueBase identified 196 insurance planning advisors 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 insurance planning advisors?
Auckland leads with 71 headquartered companies, followed by Christchurch (23) and Wellington (13).
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 624 verified decision-maker contacts tracked across these 196 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 17, 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.
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