Insights

Independent Advice Finsol positions itself as an independent advisor not tied to banks or product providers, which is a strong sales angle for offering unbiased financial planning services to potential clients seeking fee-based or commission-free guidance.

Comprehensive Services The firm covers life and income protection, mortgage broking, KiwiSaver guidance, investment strategy, and business protection, indicating opportunities to upsell integrated financial plans to existing clients who may need bundled solutions.

NZ Owned Scale With multiple offices across New Zealand and a mid-market employee base, there is potential for regional expansion partnerships, referral networks, and localized marketing aimed at first-time homeowners and SMEs in growth regions.

Tech Stack Usage Utilizing tools like Google Analytics, Hotjar, and Microsoft 365 suggests openness to digital marketing optimization and customer experience improvements; sales teams can leverage data-driven outreach and personalized online engagement to convert inquiries.

Revenue Range Reported revenue between one and ten million NZD indicates a solid mid-market operation with room for scalable financial products, cross-sell opportunities, and strategic alliances with lenders or fund managers to expand product offerings.

Similar companies to Finsol

Finsol Tech Stack

Finsol uses 8 technology products and services including Site Kit, Twemoji, JSON-LD, and more. Explore Finsol's tech stack below.

  • Site Kit
    Analytics
  • Twemoji
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Lazy.js
    Javascript Frameworks
  • Really Simple Discovery
    Miscellaneous
  • Priority Hints
    Performance
  • Google Analytics
    Web Analytics
  • OpenResty
    Web Servers

Finsol's Email Address Formats

Finsol uses at least 1 format(s):
Finsol Email FormatsExamplePercentage
First@finsol.co.nzJohn@finsol.co.nz
100%

Frequently Asked Questions

What is Finsol's official website and social media links?

Minus sign iconPlus sign icon
Finsol's official website is finsol.co.nz and has social profiles on LinkedIn.

What is Finsol's NAICS code?

Minus sign iconPlus sign icon
Finsol's NAICS code is 52 - Finance and Insurance.

How many employees does Finsol have currently?

Minus sign iconPlus sign icon
As of July 2026, Finsol has approximately 217 employees across 5 continents, including OceaniaNorth AmericaAsia. Key team members include Owner: R. M.Director And Senior Financial Adviser: P. E.Director And Insurance Adviser: G. D.. Explore Finsol's employee directory with LeadIQ.

What industry does Finsol belong to?

Minus sign iconPlus sign icon
Finsol operates in the Financial Services industry.

What technology does Finsol use?

Minus sign iconPlus sign icon
Finsol's tech stack includes Site KitTwemojiJSON-LDLazy.jsReally Simple DiscoveryPriority HintsGoogle AnalyticsOpenResty.

What is Finsol's email format?

Minus sign iconPlus sign icon
Finsol's email format typically follows the pattern of First@finsol.co.nz. Find more Finsol email formats with LeadIQ.

When was Finsol founded?

Minus sign iconPlus sign icon
Finsol was founded in 2010.
Finsol logo

Finsol

Financial ServicesAuckland, New Zealand201-500 Employees

Finsol is a New Zealand financial services firm that provides personalised financial advice across needs from protecting families to planning long-term wealth. It operates independently of banks and product providers, ensuring recommendations are guided by clients' goals rather than commissions. Its service areas include life, trauma and income protection insurance; mortgage broking and debt structuring; KiwiSaver guidance and fund selection; investment strategy and long-term wealth planning; and business and shareholder risk protection. The firm emphasizes straightforward, tailored advice without jargon or pressure, and notes that it has helped thousands of Kiwis gain clarity and confidence about their financial futures.

Headquartered in Auckland and with additional offices in Napier, Christchurch and Taupō, Finsol operates as a New Zealand-owned advisory network serving clients across the country. It frames its advisers as combining financial expertise with a practical, down-to-earth approach that keeps clients' needs first, reflecting a mid-sized organization capable of delivering personalised service to individuals and businesses.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
201-500

Section iconFunding & Financials

  • $1M$10M

    Finsol's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Finsol's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.