Company lists · Data refreshed November 2026
Top 24 Retirement income planners based in Australia
RevenueBase identified 132 company matches for retirement income planners associated with Australia as of November 2026 and tracks 470 professional contacts across them, including 227 with verified work emails. Sydney is the largest hub.
This list covers company matches for retirement income planners associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 24 largest retirement income planners based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 25 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 22 contacts → | ||||
Exact match “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 20 contacts → | ||||
Exact match “We offer a service to Australians aged 50 - 75 where we project and stress test your retirement plans and savings so you know you're on track and can make fully informed decisions…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Rba Financial Group has been helping Australians protect and accumulate wealth for over 45 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “You are different from anyone else and at Ellerfield we understand that.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Mancell Financial Group was founded in February 1980.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “The words ‘retirement’ and ‘relaxation’ should be synonymous.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “At Approved Financial Planners we help our clients to take control, make the right choices and Find Their Financial Freedom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Financial planning is not just about investments and, not only for the wealthy either.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “Enva is all about you, your goals and challenges.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Financial Edge Group is a Specialist Practice helping Central Coast Locals who are approaching Retirement or recently Retired, to ensure that they have the retirement that they…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “CY Financial Advice is an advisory firm specializing in retirement planning for those in or nearing retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “We take the time to understand your individual circumstances and listen to your retirement goals to help you plan for the future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “We work with wealth families, pre-retirees and retirees looking to fund their dream retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Globe Financial Planning is an independent financial planning firm founded in 2009 and located in West Perth, Western Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Qualia Wealth Financial Advisers help people at all stages of life achieve their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “At ARA our core business is personal financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Welcome to Henderson Matusch We assist everyday Australians to get ahead financially to achieve their chosen financial and lifestyle goals, both today and in retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “We help clients meet their retirement aspirations, through the use of proven reliable investment and insurance strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “retirement income planners”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 24 of 132 retirement income planners based in Australia
See the full list, filter by size, metro and specialty, and access 227 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement income planners based in Australia at a glance
As of Nov 6, 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 132 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Australia whose business descriptions match “retirement income planners” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 227 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement income planners”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement income planners are there based in Australia?
RevenueBase identified 132 company matches for retirement income planners associated with Australia as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Oracle Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retirement income planners?
Sydney leads with 12 company records, followed by Brisbane (8) and Melbourne (8).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 227 professional contacts with verified work emails tracked across these 132 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 132 retirement income planners based in Australia. Start with a free account, no credit card.
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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 SmartSearch, 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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Company intelligence · public preview
Top 24 retirement income planners based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 132 matching company records for retirement income planners based in Australia, with 470 tracked contacts and 227 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 retirement income planners based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: South Yarra, AustraliaReported employees: 11-50 | South Yarra, Australia | 11-50 | Exact match | 25 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 22 contacts → |
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Hobart (service Is Delivered Live Online Across Australia), AustraliaReported employees: 1-10 | Hobart (service Is Delivered Live Online Across Australia), Australia | 1-10 | Exact match | 20 contacts → |
“We offer a service to Australians aged 50 - 75 where we project and stress test your retirement plans and savings so you know you're on track and can make fully informed decisions…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: South Perth, AustraliaReported employees: 1-10 | South Perth, Australia | 1-10 | Exact match | 12 contacts → |
“Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 11 contacts → |
“We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Shepparton, AustraliaReported employees: 11-50 | Shepparton, Australia | 11-50 | Exact match | 9 contacts → |
“Rba Financial Group has been helping Australians protect and accumulate wealth for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Upper Mt Gravatt, AustraliaReported employees: 11-50 | Upper Mt Gravatt, Australia | 11-50 | Exact match | 9 contacts → |
“You are different from anyone else and at Ellerfield we understand that.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 8 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: East Gosford, AustraliaReported employees: 11-50 | East Gosford, Australia | 11-50 | Exact match | 8 contacts → |
“The words ‘retirement’ and ‘relaxation’ should be synonymous.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Floreat, AustraliaReported employees: 11-50 | Floreat, Australia | 11-50 | Exact match | 8 contacts → |
“At Approved Financial Planners we help our clients to take control, make the right choices and Find Their Financial Freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Financial planning is not just about investments and, not only for the wealthy either.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 7 contacts → |
“At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Kent Town, AustraliaReported employees: 1-10 | Kent Town, Australia | 1-10 | Exact match | 7 contacts → |
“Enva is all about you, your goals and challenges.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Erina, AustraliaReported employees: 11-50 | Erina, Australia | 11-50 | Exact match | 6 contacts → |
“Financial Edge Group is a Specialist Practice helping Central Coast Locals who are approaching Retirement or recently Retired, to ensure that they have the retirement that they…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: South Perth, AustraliaReported employees: 1-10 | South Perth, Australia | 1-10 | Exact match | 6 contacts → |
“CY Financial Advice is an advisory firm specializing in retirement planning for those in or nearing retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Osborne Park, AustraliaReported employees: 1-10 | Osborne Park, Australia | 1-10 | Exact match | 6 contacts → |
“We take the time to understand your individual circumstances and listen to your retirement goals to help you plan for the future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 6 contacts → |
“We work with wealth families, pre-retirees and retirees looking to fund their dream retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: West Perth, AustraliaReported employees: 1-10 | West Perth, Australia | 1-10 | Exact match | 6 contacts → |
“Globe Financial Planning is an independent financial planning firm founded in 2009 and located in West Perth, Western Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Nundah, AustraliaReported employees: 1-10 | Nundah, Australia | 1-10 | Exact match | 6 contacts → |
“Qualia Wealth Financial Advisers help people at all stages of life achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CPB Financial Planning Servicescpb.com.au HQ: Port Adelaide, AustraliaReported employees: 11-50 | Port Adelaide, Australia | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | ARA Consultants Limitedaraconsultants.com.au HQ: AustraliaReported employees: 11-50 | Australia | 11-50 | Exact match | 5 contacts → |
“At ARA our core business is personal financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Henderson Matuschhendersonmatusch.com.au HQ: Fortitude Valley, AustraliaReported employees: 11-50 | Fortitude Valley, Australia | 11-50 | Exact match | 5 contacts → |
“Welcome to Henderson Matusch We assist everyday Australians to get ahead financially to achieve their chosen financial and lifestyle goals, both today and in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 5 contacts → |
“We help clients meet their retirement aspirations, through the use of proven reliable investment and insurance strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 132 company matches
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Retirement income planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
131 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 132 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for retirement income planners?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement income planners did RevenueBase find based in Australia?
The saved snapshot records 132 matching company records, 470 tracked contacts and 227 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Retirement income planners by geography
- Retirement income planners based in Houston, United States
- Retirement income planners based in Overland Park, United States
- Retirement income planners based in San Diego, United States
- Retirement income planners based in Scottsdale, United States
- Retirement income planners based in Canada
- Retirement income planners based in France
- Retirement income planners based in Germany
- Retirement income planners based in Ireland
- Retirement income planners based in the United Kingdom
- Retirement income planners based in the United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 24 retirement income planners based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/retirement-income-planners/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Retirement income planners based in Houston, United States
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Company intelligence · public preview
Top 24 retirement income planners based in Australia
RevenueBase records 132 matching company records for retirement income planners based in Australia, with 470 tracked contacts and 227 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 retirement income planners based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: South Yarra, AustraliaReported employees: 11-50 | South Yarra, Australia | 11-50 | Exact match | 25 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 22 contacts → |
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Hobart (service Is Delivered Live Online Across Australia), AustraliaReported employees: 1-10 | Hobart (service Is Delivered Live Online Across Australia), Australia | 1-10 | Exact match | 20 contacts → |
“We offer a service to Australians aged 50 - 75 where we project and stress test your retirement plans and savings so you know you're on track and can make fully informed decisions…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: South Perth, AustraliaReported employees: 1-10 | South Perth, Australia | 1-10 | Exact match | 12 contacts → |
“Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 11 contacts → |
“We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Shepparton, AustraliaReported employees: 11-50 | Shepparton, Australia | 11-50 | Exact match | 9 contacts → |
“Rba Financial Group has been helping Australians protect and accumulate wealth for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Upper Mt Gravatt, AustraliaReported employees: 11-50 | Upper Mt Gravatt, Australia | 11-50 | Exact match | 9 contacts → |
“You are different from anyone else and at Ellerfield we understand that.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 8 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: East Gosford, AustraliaReported employees: 11-50 | East Gosford, Australia | 11-50 | Exact match | 8 contacts → |
“The words ‘retirement’ and ‘relaxation’ should be synonymous.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Floreat, AustraliaReported employees: 11-50 | Floreat, Australia | 11-50 | Exact match | 8 contacts → |
“At Approved Financial Planners we help our clients to take control, make the right choices and Find Their Financial Freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Financial planning is not just about investments and, not only for the wealthy either.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 7 contacts → |
“At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Kent Town, AustraliaReported employees: 1-10 | Kent Town, Australia | 1-10 | Exact match | 7 contacts → |
“Enva is all about you, your goals and challenges.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Erina, AustraliaReported employees: 11-50 | Erina, Australia | 11-50 | Exact match | 6 contacts → |
“Financial Edge Group is a Specialist Practice helping Central Coast Locals who are approaching Retirement or recently Retired, to ensure that they have the retirement that they…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: South Perth, AustraliaReported employees: 1-10 | South Perth, Australia | 1-10 | Exact match | 6 contacts → |
“CY Financial Advice is an advisory firm specializing in retirement planning for those in or nearing retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Osborne Park, AustraliaReported employees: 1-10 | Osborne Park, Australia | 1-10 | Exact match | 6 contacts → |
“We take the time to understand your individual circumstances and listen to your retirement goals to help you plan for the future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 6 contacts → |
“We work with wealth families, pre-retirees and retirees looking to fund their dream retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: West Perth, AustraliaReported employees: 1-10 | West Perth, Australia | 1-10 | Exact match | 6 contacts → |
“Globe Financial Planning is an independent financial planning firm founded in 2009 and located in West Perth, Western Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Nundah, AustraliaReported employees: 1-10 | Nundah, Australia | 1-10 | Exact match | 6 contacts → |
“Qualia Wealth Financial Advisers help people at all stages of life achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CPB Financial Planning Servicescpb.com.au HQ: Port Adelaide, AustraliaReported employees: 11-50 | Port Adelaide, Australia | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | ARA Consultants Limitedaraconsultants.com.au HQ: AustraliaReported employees: 11-50 | Australia | 11-50 | Exact match | 5 contacts → |
“At ARA our core business is personal financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Henderson Matuschhendersonmatusch.com.au HQ: Fortitude Valley, AustraliaReported employees: 11-50 | Fortitude Valley, Australia | 11-50 | Exact match | 5 contacts → |
“Welcome to Henderson Matusch We assist everyday Australians to get ahead financially to achieve their chosen financial and lifestyle goals, both today and in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 5 contacts → |
“We help clients meet their retirement aspirations, through the use of proven reliable investment and insurance strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 132 company matches
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Retirement income planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
131 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 132 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for retirement income planners?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement income planners did RevenueBase find based in Australia?
The saved snapshot records 132 matching company records, 470 tracked contacts and 227 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 24 retirement income planners based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/retirement-income-planners/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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