Company lists · Data refreshed September 2026

Top 25 Pension and retirement consulting firms based in New Zealand

RevenueBase identified 46 pension and retirement consulting firms headquartered in New Zealand as of September 2026 and tracks 314 professional contacts across them, including 171 with verified work emails. Auckland is the largest hub.

This list covers pension and retirement 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
46Companies
314Contacts tracked
171Verified emails
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The 25 largest pension and retirement consulting firms based in New Zealand

Ranked by team size
Top 25 of 46 pension and retirement consulting firms based in New Zealand, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to pension and retirement 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 evidenceChristchurch, New ZealandHQ checked Sep 29, 202651-20093 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceWellington, New ZealandHQ checked Sep 29, 202651-20035 contacts →

Indirect evidence

“At Mercer, we believe in building brighter futures.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceChristchurch, New ZealandHQ checked Sep 29, 202611-5020 contacts →

Indirect evidence

“At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 202611-5017 contacts →

Indirect evidence

“At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceFreemans Bay, New ZealandHQ checked Sep 29, 202611-5015 contacts →

Indirect 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 29, 2026
6Indirect evidenceChristchurch, New ZealandHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceDunedin, New ZealandHQ checked Sep 29, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceWhangarei, New ZealandHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceTauranga, New ZealandHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceChristchurch, New ZealandHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidencePalmerston North, New ZealandHQ checked Sep 29, 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 29, 2026
12Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Imak Advice is an independent insurance and investment advisory practice built around one simple belief: good advice should feel clear, considered, and genuinely supportive.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceInvercargill, New ZealandHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Financial freedom is not a dream.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceTimaru, New ZealandHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“We do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“With almost a decade of Financial and Insurance Advisory experience in New Zealand, we can help you with making good decisions that will set a solid foundation for a more certain…”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceAshburton, New ZealandHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“At Kilworths Insurance & Investment we put people before products.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidencePalmerston North, New ZealandHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceRotorua, New ZealandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“A world-class service provided by a local firm!”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceUpper Hutt, New ZealandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Achieving personal financial freedom and protection is something most people aspire to but few actually plan for.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceChristchurch, New ZealandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceHastings, New ZealandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Investment Matters assists you with financial decisions and aspirations.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidencePetone, New ZealandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Robbie has been advising New Zealanders on financial risk protection matters since 2003.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceDunedin, New ZealandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 46 pension and retirement consulting firms based in New Zealand

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Pension and retirement consulting firms based in New Zealand at a glance

As of Sep 29, 2026
54.5%Verified-email coverage
6.8Average contacts per company
1-10Median size (employees)
32.6%Largest-city concentration · Auckland
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
6
51-200
3

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 46 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 New Zealand 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 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, 171 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.

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 New Zealand?

RevenueBase identified 46 pension and retirement 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?

Lifetime, headquartered in Christchurch, tops this list with the largest team on record.

Which city has the most pension and retirement consulting firms?

Auckland leads with 15 headquartered companies, followed by Christchurch (7) and Dunedin (3).

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 171 verified decision-maker contacts tracked across these 46 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.