Insights

Client-centric advantage Finsol emphasizes independent, goal-driven financial advice with no ties to banks or product providers, signaling a strong cross-sell opportunity across life, income protection, mortgage broking, KiwiSaver, and wealth planning services to existing clients.

One-stop financial hub Comprehensive service offering across protection, lending, retirement, and wealth strategy presents opportunities to package multi-service engagements, increasing walletShare per household and improving client retention.

NZ ownership appeal Locally owned with multiple regional offices (Napier, Auckland, Christchurch, Taupō) positions Finsol to target regional growth segments and cross-region referrals, leveraging local market knowledge.

Tech stack readiness Utilization of web and analytics tools (Site Kit, Google Analytics, JSON-LD, OpenResty) indicates data-driven marketing and potential for personalized client journeys, enabling targeted outreach and lifecycle campaigns.

Growth and scale signals Revenue in the mid single-digit millions and a mid-sized advisor team suggest capacity to onboard new clients and expand advisory services, with upsell potential into business and shareholder risk protection for SME clients.

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Finsol Tech Stack

Finsol uses 8 technology products and services including Microsoft Advertising, iCIMS, Amazon Web Services, and more. Explore Finsol's tech stack below.

Finsol's Email Address Formats

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

Frequently Asked Questions

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

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

How much revenue does Finsol generate?

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As of September 2026, Finsol's annual revenue is estimated to be $1M - $10M.

What is Finsol's NAICS code?

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Finsol's NAICS code is 52 - Finance and Insurance.

How many employees does Finsol have currently?

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As of September 2026, Finsol has approximately 219 employees across 5 continents, including North America, Oceania and Asia. Key team members include Owner: R. M., Director And Senior Financial Adviser: P. E. and Directora De Ventas: M. E. G. S. Explore Finsol's employee directory with LeadIQ.

What industry does Finsol belong to?

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Finsol operates in the Financial Services industry.

What technology does Finsol use?

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Finsol's tech stack includes Microsoft Advertising, iCIMS, Amazon Web Services, WordPress, Google Cloud, Webflow, WP Engine and Piwik PRO Core.

What is Finsol's email format?

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

When was Finsol founded?

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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

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