Company lists · Data refreshed September 2026
Top 25 Pension and retirement consulting firms based in Sydney, Australia
RevenueBase identified 59 pension and retirement consulting firms headquartered in Sydney, Australia as of September 2026 and tracks 4,358 professional contacts across them, including 1,299 with verified work emails. Across Australia, Sydney is the largest hub for this category.
This list covers pension and retirement consulting firms headquartered in Sydney, 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 Sydney, 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 | 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. | |||||
| 3 | 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. | |||||
| 4 | 13 contacts → | ||||
Indirect evidence “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Indirect evidence “Financial planning is not just about investments and, not only for the wealthy either.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect evidence “At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Partial evidence “We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence “EC Financial is a boutique financial planning and advice business in the Sydney CBD.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “Most people either waste their money or stress about it.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “At Capitalwise, our team can offer clear, simple advice to help empower your decision making processes to assist you in taking control of your financial future.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Apex Wealth Services is a financial services company that caters for your holistic financial advice needs.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “We are a full service financial services company with a professional team of over 50 years combined experience.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Brady & Associates Financial Advisers is a client wealth management advisory practice that operates under its own AFSL license on a fee for service basis.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “We are a boutique financial planning firm offering you personalised and specialised financial advice and services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “We believe that all Australians should have access to objective and affordable financial advice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “TAG Financial is now part of BMP Wealth, and is a Corporate Authorised Representative of Australia National Investment Group PTY LTD.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “At WrighAdams Advisory we specialise in providing professional strategic advice to help you improve your overall financial position and to ultimately achieve your long term…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Joe has specialised in the wealth accumulation and retirement planning profession for over 20 years.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Benton is a place to employ smart financial strategies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “Dean O’Neill and Themi Karakaidos have 50 years of financial markets experience between them and have formed DJT Wealth in the CBD and Baulkham Hills.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Let’s build and grow your assets Do you want to retire comfortably and debt free?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “At Experien Financial Services our objective is to help clients develop a strategy to convert their current income and assets into wealth in retirement.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “We provide an independent advisory and portfolio management service.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “At Newport Financial Group, we partner with our clients for the long term – spanning into retirement.” 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 59 pension and retirement consulting firms based in Sydney, Australia
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Pension and retirement consulting firms based in Sydney, Australia at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 59 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 Sydney, 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 Sydney 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, 1,299 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 in Australia
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 Sydney, Australia?
RevenueBase identified 59 pension and retirement consulting firms headquartered in Sydney, 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 in Australia has the most pension and retirement consulting firms?
Sydney leads Australia 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 1,299 verified decision-maker contacts tracked across these 59 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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