Directory · NZ
Financial Services in New Zealand
A register of firms and the professionals working at them in the Financial Services sector based in New Zealand. Browse the public index, then filter or export on Kipplo.
Companies
1.2K on file
Apex Group Ltd. New Zealand
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.
10001+ staff
Craigs Investment Partners
We are one of New Zealand’s leading investment advisory firms. We understand the importance of a personalised approach to creating wealth, which is why we specialise in creating truly tailored investment portfolios and trusted partnerships that can last a lifetime. With 20+ locations nationwide, our expert advisers are in local communities throughout New Zealand. Our Investment Banking division offers a full range of corporate finance capability, underpinned by our global resources and an experienced team, with expertise across a range of industry sectors. Contact Craigs Investment Partners on: • Freephone: 0800 272 442 • Email: headoffice@craigsip.com • To contact an Investment Adviser visit: craigsip.com/find-an-adviser The Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement is available at craigsip.com/tcs. Craigs Investment Partners Limited is a NZX Participant firm.
501 to 1000 staff
Avanti Finance
Avanti Finance Group is one of New Zealand’s largest specialist lenders and has been helping New Zealanders achieve their financial goals since 1989 and Australians since 2019. We have a number of brands, including Avanti Finance, Branded Financial Services, Bexhill and Motorcentral Technologies. We offer a broad range of lending solutions through our strong introducer network, including property, auto, personal and business lending and insurance premium funding. Through our Motorcentral brand, we also provide a suite of digital tools for automotive dealers, including dealer websites and integration with our dealer management system, loan application software, automated advertising, vehicle listing site Need A Car, and ratings and reviews site BuyerScore. As a member of the Financial Services Federation, Avanti Finance supports and promotes responsible behaviour in the provision of financial services to New Zealanders. We have policies and procedures in place to ensure it does the right thing by its customers and that it operates in compliance with the overarching lending rules set out in laws and regulations. We are committed to sustainability, community engagement, and volunteering, actively contributing to the wellbeing of the communities we serve.
201 to 500 staff
Windcave
Established in in New Zealand, Windcave stands as a high-growth, innovative leader in payment technology. We offer a seamless, global platform catering to diverse clientele including corporate, banking, and SMEs. By consolidating payment needs through a single provider, Windcave streamlines payment processes, ensuring superior experiences for countless global brands. Our services span online, in-store, and unattended environments, boasting features such as global acquiring, tokenization, data insights, cross-border services, and support for all popular payment methods.
201 to 500 staff
Apex Advice Group
When Apex Advice began over 35 years ago, the mission was simple - to improve Kiwis financial knowledge and help prepare them for all stages of life. From buying your first home, to getting set up early with KiwiSaver to protecting your assets and your families’ health, Apex Advice has been there to help everyday Kiwis make good decisions. We believe every Kiwi deserves to be in a great place - physically, mentally and financially. In a great place is knowing your family is financially secure, no matter what. In a great place is knowing you can have a home loan and still enjoy the lifestyle you want. In a great place is knowing you’ve got your retirement planning sorted. We give more than advice. We help you get to your great place.
51 to 200 staff
Hifx New Zealand
Welcome to HiFX - where we help thousands of individuals and businesses to transfer money every day, quickly, easily, securely and at highly competitive exchange rates. Founded in 1998 HiFX is a trusted global payments and foreign exchange specialist, providing clients with the ability make overseas payments, track those payments and manage their account 24 hours a day, 7 days a week online or over the phone. HiFX are truly global with offices in Australasia, Europe, the USA and the UK and are part of leading global payments provider Euronet Worldwide Inc. Listed on the NASDAQ (EEFT) Euronet Worldwide have a market capitalisation of more than US$2.5bn and annual global revenue in excess of $1.4bn. We manage the needs of over clients annually who transact in excess of $30 billion in foreign exchange. Our state of the art systems and secure online platform helps reduce the cost of transferring money internationally through better pricing and efficiency gains- we also have hundreds of affiliate and partner relationships with large organisations like banks and media institutions, to enable their clients to access HiFX’s international payment solutions and services. Regardless of the size of the transaction, HiFX can help you achieve consistently competitive exchange rates, streamline your international payments as well as providing access to a team of market professionals to help you manage the specific risks you face and tailor effective strategies to minimise the impact of market volatility. HiFX Limited holds an Australian Financial Services Licence and is regulated by the Australian Securities and Investments Commission in Australia (AFSL No. 240917), and by the Financial Markets Authority in New Zealand.
51 to 200 staff
Orix New Zealand
Since 1988 ORIX has been helping Kiwi businesses with innovative leasing and finance solutions. Whether you’re a sole trader, a corporate with a large fleet or operate a whole range of trucks and equipment, we can tailor a solution to fit. Looking to optimise your fleet? Get in touch at
51 to 200 staff
Acm Nz Ltd
ACM is the New Zealand division of Linfox Armaguard Pty Ltd, the largest currency management company in Australasia with 80 years of speciality experience. In New Zealand we employ more than 300 staff and contribute millions of dollars to the local economy every year. ACM has provided reliable, secure currency management solutions to New Zealand businesses since 2009. Our business has gone from strength to strength over the past 9 years, with strategic investments helping us grow from a cash-in-transit company to an integrated, state-of-the-art currency management provider. When Linfox Armaguard established ACM in 2009, we became part of The Linfox Armaguard Group of companies- Linfox Armaguard: Australia’s leader in end-to-end currency management solutions - Integrated Technology Solutions (ITS): ATM services technology and maintenance - Point2Point Secure: discreet guarding and transport services - AVM UAE: Precious cargo hub in Abu Dhabi, a joint venture with Etihad Airlines. Unlike any other cash services company in New Zealand, we are able to draw on international market solutions. We use business technology, systems and processes established across the Group. Our continuous investment in innovation and technology has developed the state of-the-art integrated cash management system we use today.
1001 to 5000 staff
Cambridge Partners
Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm. Our holistic, consultative approach puts the client at the heart of everything we do. We specialise in wealth management, retirement planning, investment portfolios, families and individuals and executive financial planning. Disclosure information is available on request and is free of charge.
11 to 50 staff
Gravity Credit Management
Gravity Credit Management (previously known as ICMS) is one of the finest debt collection and credit report agencies of New Zealand. Since 1930, we’ve been providing our services to a huge range of clients ranging from owner-operated businesses to large corporations both nationally & internationally. While we are a neutral third party with no emotional attachment to any dispute with your client, it is our top priority to retain your business relationships where possible. We at Gravity are committed in providing the highest level of professional services because we recognise the importance of your brand and always work towards upholding your reputation. We ensure our clients that they are fully informed of all the facts and manage all the enquiries in a professional manner.
11 to 50 staff
Harmoney
Harmoney (ASX:HMY) is Australasia’s largest 100% consumer-direct online lender. Since 2014 we’ve helped over people in Australia and New Zealand get things started – whether it’s a kitchen renovation, buying a car, starting a business or making a fresh start through simplifying and paying down debt. We’re here to help people achieve their goals through financial products and services that are friendly, fair, and easy to use. So far we’ve lent over $2b, and we’re just getting started. In a few short years Harmoney has transformed the way people borrow money. We believe the future is all about personalised consumer choice, informed by data science and delivered through superior technology. Let’s change the traditional personal lending model to put the customer at the centre, and let’s use technology and data to make money more human. Harmoney is listed on the Australian Stock Exchange (ASX) as HMY. Australian website Recent awards include; Canstar winner 7 years in a row Company of the Year Finalist - NZ HiTech Awards 2020 Gold Award - RateCity 2020 Finder Awards - Finder 2019
51 to 200 staff
Milford
Milford is a specialist investment company with offices across New Zealand and Australia. Founded in 2003 by an experienced group of investment professionals who recognised New Zealanders needed a world-class investment partner, Milford remains proudly Kiwi-owned, with significant staff ownership and a strong alignment of interests - our people invest alongside our clients in the same funds. Today, Milford’s growing team of investment specialists works across offices in New Zealand and Australia, managing more than $35b in Funds under Management bringing deep local knowledge, global expertise and an active management investment philosophy to our more than unit holder relationships. We offer KiwiSaver, Investment Funds, Wealth Management, Advice, Private Equity funds and Wholesale products, backed by a track record of strong long-term returns, market-leading performance, award-winning customer service and insightful market commentary. Our purpose is to grow the wealth of our clients and make a positive contribution to the community. Through the Milford Foundation, we support initiatives that strengthen the communities of Aotearoa New Zealand, with a focus on youth, education and the environment. Discover more at
201 to 500 staff
Perpetual Guardian
Perpetual Guardian is a result of the recent coming together of Perpetual Trust and Guardian Trust. As two of New Zealand's oldest trust companies, we have over 135 years of experience in providing estate planning options for Kiwis. We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals. We know that trusted relationships are built on clear communication, quality service, respect and integrity. Our people are passionate about what they do and how they do it. Because of this, we care about the well-being of those who have entrusted them with the safe guarding of their assets. It’s a responsibility that the Perpetual Guardian team takes very seriously. Our consultants are legal specialists in the planning, establishment and administration of Trusts – helping you to determine if a Trust is the best option for you and if so, how to structure it for your benefit. We’re also experts in Wills and estate planning. We help preserve all that you have worked for, by ensuring your wishes are carried out. Perpetual Guardian has offices nationwide, with over Will relationships and administering or supervising assets valued over $150 billion. To find out more about working with Perpetual Guardian, visit us at
201 to 500 staff
Quadrent
Founded in 2002, Quadrent is a non-bank lender specialising in sustainable equipment finance and lease accounting software. Ultimately, our purpose is to help our customers grow better, helping them be smarter with their balance sheet by providing tools to manage their assets simply and more sustainably. Our Quadrent Green Lease has reshaped equipment financing. By re-purposing and re-distributing end of lease corporate assets, we can extend their useful life and reduce the level of e-waste generated by up to 10 times. Our commitment to sustainability helps our customers measure their environmental impact and expand the value of their social contribution by being able to donate a portion of their assets to communities in need. In 2019, we brought to the market a world-leading lease accounting software tool, LOIS. LOIS makes it simple for our customers to stay up to date with their IFRS 16 compliance and reporting. In 2021, we launched a series of data products that provide our customers with greater insights on how to finance, use and manage their assets better. Quadrent has come a long way since 2002 and so has the world. We now help our customers manage $30bn in leases, but despite significant change, our aim has always been the same: to be different, simpler, and better. Contact our offices to find out more: Sydney Office +61 2 8203 6930 Auckland Office +64 9 370 0030
11 to 50 staff
9spokes
9Spokes, a data platform, transforms data inputs into actionable insights, empowering FIs, fintech, and their business customers to achieve success. Accessing and leveraging financial data is vital for personalized experiences, innovation, and industry collaboration. Open Finance lets businesses grant trusted third parties access to their full financial profile, improving financial well-being. 9Spokes leads in enabling FIs and fintechs to harness this potential, providing exceptional digital experiences that reinforce our clients' central role in the financial ecosystem.
51 to 200 staff
Alvarium
Alvarium offers a connected world of investment opportunities. We have evolved from a forward-thinking global collective of businesses who share curiosity for wealth innovation. Leading from New Zealand, with an eco-system of global opportunity we offer a range of investment products and services that span diversified asset classes, geographies and investment objectives, all aimed at achieving the best financial outcomes for our clients. Alvarium goes beyond a traditional wealth management offering connecting families, foundations and emerging next generation leaders with advisory services, alternative investment strategies and proprietary investment products.
51 to 200 staff
Citadel
Our ambition at Citadel is to be the most successful investment firm of all time. Together, we turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions. Learn about joining our team: citadel.com/careers
1001 to 5000 staff
Ec Credit Control Nz Ltd
EC Credit Control is part of Turners Automotive Group. In 2023 Turners Automotive Group joined the NZX50, the premier index for NZ’s listed companies. Our formula for success is simple: Great employee experience + Great customer experience = Great shareholder experience We have a laser focus, brilliant culture and winning strategy. We encourage and celebrate our diverse and supportive culture and this shows in the fact that our employee engagement scores rank in the top 5% of companies measured globally. Our values are the cornerstone principles that guide our company’s actions. Being a leader in cash flow management and protection for small to medium-sized businesses, here at EC Credit Control we offer comprehensive debt management solutions, specialising in Terms and Conditions of Trade, Credit Reporting, PPSR Services and Debt Recovery.
51 to 200 staff
Financial Advice New Zealand
We are your professional body; for lending advisers, risk advisers, investment advisers and financial planners. We believe Financial Advisers provide a highly valuable service and can make a meaningful difference to the lives of New Zealanders. We are here to support and promote our 1,680 members as quality professional advisers. As a sector we are well on the way to transitioning financial advice into a profession. Here’s what we are striving for- a respected profession that plays a meaningful and valued role in helping Kiwis thrive - a profession that delivers prosperous, successful businesses and career opportunities for advisers - a profession known for leadership - not just adhering to minimums driven by regulators. Join us to help achieve these goals and more. Through our three pillars of standards, advocacy and promotion we are committed to promoting the value of advice and to helping more New Zealanders access quality advisers. We are focused on using our united voice to advocate for the benefit of advisers, and for the New Zealand public. On your behalf we talk with the regulators and legislators to ensure your voice is heard before decisions are made. We are also actively supporting our members prepare for the upcoming licensing changes with a helpline, workbooks, webinars and more. We know we are in changing times. Financial Advice New Zealand is here to support you to make the best decisions to ensure you and your business prosper in the coming years.
1001 to 5000 staff
Fleetpartners Nz
We are New Zealand’s leading vehicle leasing and mobility solutions company, keeping kiwi businesses on the move. Owned by ASX-listed FleetPartners Group, FleetPartners NZ has over customers and over vehicles on the road. We help companies of all sizes access the vehicles they need to operate their business. We take a digital and data-first approach to servicing our customers. Our powerful industry-leading Nitro platform gives our customers top insights on their fleet performance and vehicles. Find us at
51 to 200 staff
Fmt - First Mortgage Trust
FMT — An investment manager specialising in property lending. For 30 years FMT has been helping New Zealanders protect and grow their wealth. With $2.3B+ in FUM and a $1.8B+loan book, we have the scale and experience to deliver. For Investors: Consistent returns backed by a diversified portfolio of New Zealand property loans. Our experienced team manages risk carefully so your money works harder. For Borrowers & Advisers: Lending from $250K to $100mil. Flexible loan terms and capitalised interest options. We lend across residential investment, commercial & industrial, development & construction, equity release and bridging finance. Auckland | Tauranga | Wellington | Christchurch 80+ staff | 7,500+ investors |$2.3B+ funds under management |$1.8B+ loan book | 30 years. Disclaimer: First Mortgage Managers Limited is the Issuer. For copies of our Product Disclosure Statement visit fmt.co.nz or call 0800 321 113. Lending is from the First Mortgage Trust Group Investment Fund. Terms, conditions, fees and lending criteria apply.
51 to 200 staff
Go Car Finance
We’re not your average car finance company (but we are a car finance company). We’re specialists in getting you into the car you need - and making sure you stay in it. The way we do it? It’s more than our flexible finance - it’s our wraparound support packages that look after you, your finances, and your car. Once you’ve got your wheels, we’re by your side (and on your side) to make sure things stay on track.
51 to 200 staff
Indebted Formerly Debtworks New Zealand
Debtworks are leaders in Debt Recovery and Credit Management. We believed we could set a new standard in debt collection. That meant taking a different approach. Which is why we have steered clear of industry standard cookie cutter methods of debt collection. To produce superior results we have developed a debt collection process that can be customised to meet the precise requirements of every client and deliver the best possible outcome. Debtworks, Debt Collection - designed and delivered.
51 to 200 staff
Instant Finance Limited
Instant Finance is a New Zealand finance company providing personal loans to the public since 1971. Its national network of 26 retail finance branches keeps us strongly connected to the communities we serve while our online capability reaches those who prefer the technological approach, particularly many of our inter-generational customers. Instant Finance has earned its reputation as a trusted personal loan provider. A commitment to personal service and respect for individual customers are among the core values that have enabled the Company to grow into the business it is today. We don't judge. We listen and support our customers as a responsible lender. The customer base reflects the significant loyalty earned over nearly 50 years of service in good times and bad.
51 to 200 staff
