Company lists · Data refreshed September 2026
Top 25 Pension and retirement consulting firms based in Australia
RevenueBase identified 708 pension and retirement consulting firms headquartered in Australia as of September 2026 and tracks 8,285 professional contacts across them, including 3,238 with verified work emails. Sydney is the largest hub.
This list covers pension and retirement consulting firms headquartered in Australia, 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 29, 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 pension and retirement consulting firms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,092 contacts → | ||||
Indirect evidence “A global, digitally enabled business that is committed to empowering a brighter future by connecting millions of people with their assets – safely, securely and responsibly.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 413 contacts → | ||||
Partial evidence “Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 101 contacts → | ||||
Indirect evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 62 contacts → | ||||
Indirect evidence “For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 62 contacts → | ||||
Indirect evidence “Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 59 contacts → | ||||
Indirect evidence “AGS Financial Group is an integrated advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 50 contacts → | ||||
Indirect evidence “Liston Newton Advisory is one of Australia’s leading Accounting and Financial services firms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 46 contacts → | ||||
Indirect evidence “My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 37 contacts → | ||||
Indirect evidence “We aim to deliver financial security with a deep understanding of what is important to you.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 35 contacts → | ||||
Indirect evidence “PFS provides specialist advice in areas including strategy, governance, compliance and licensing, risk management, financial modelling, group insurance, actuarial matters…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 32 contacts → | ||||
Indirect evidence “At Varria we believe that when people understand the characteristics that define wealth – real wealth – they can see the path to personal happiness with wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 32 contacts → | ||||
Indirect evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 29 contacts → | ||||
Indirect evidence “Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 28 contacts → | ||||
Indirect evidence “CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 27 contacts → | ||||
Indirect evidence “At Tribeca, we're more than just financial advisors.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 25 contacts → | ||||
Indirect evidence “Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 25 contacts → | ||||
Partial evidence “At Oracle Group, our primary focus is to ensure that each and every client has the very best financial strategy in place for both their retirement and life goals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 23 contacts → | ||||
Indirect evidence “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 21 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 21 contacts → | ||||
Indirect evidence “The Milton office was established in October 2005 with a commitment to delivering excellence in financial advice for our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 20 contacts → | ||||
Indirect evidence “At the core of our philosophy is the desire to assist our clients to make informed decisions regarding their financial circumstances.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 20 contacts → | ||||
Indirect evidence “We have been a specialist financial planning company for a quarter of a century.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 19 contacts → | ||||
Indirect evidence “Whether you're looking for strategic advice, or want to achieve better returns for your business, greater financial security for your family, or the benefits that come with…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 18 contacts → | ||||
Indirect evidence “At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 18 contacts → | ||||
Indirect evidence “For many Australians, finance and superannuation can often seem confusing.” Source: RevenueBase Database · checked Sep 29, 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: pension and retirement consulting firms. 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 pension and retirement consulting firms.
- Partial evidence
- Its own public description names part of pension and retirement consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name pension and retirement consulting firms. 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 708 pension and retirement consulting firms based in Australia
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Pension and retirement consulting firms based in Australia at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 708 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 pension and retirement 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 Australia whose own description of what they do matches “pension and retirement 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 pension and retirement 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 pension and retirement consulting firms, and records with no verified work email. Companies headquartered outside Australia 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, 3,238 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 29, 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.
Pension and retirement 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 pension and retirement 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 pension and retirement consulting firms are there based in Australia?
RevenueBase identified 708 pension and retirement consulting firms headquartered in Australia 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?
Mufg Pension & Market Services, headquartered in Sydney, tops this list with the largest team on record.
Which city has the most pension and retirement consulting firms?
Sydney leads with 59 headquartered companies, followed by Melbourne (51) and Brisbane (24).
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 3,238 verified decision-maker contacts tracked across these 708 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 29, 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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