Nest Egg Investments

Financial Advisory Servicesnestegginvestments.co.nz

Nest Egg Investments is a boutique, fee-only financial advisory firm based in Auckland, New Zealand, providing independent investment advice and custom Excel-based financial modelling to individual retail clients, particularly pre-retirees, across the country.

Company typePrivate
Founded2016
HeadquartersHobsonville, New Zealand
Headcount11–50
GTM typeB2C
OfferingServices

What Nest Egg Investments does

Nest Egg Investments is a boutique, fee-only financial advisory firm founded in 2016 by Dean Edwards and headquartered in Hobsonville, Auckland, New Zealand. The firm provides independent financial advice and personalised financial modelling to individual retail clients across New Zealand, with a particular focus on pre-retirees and retirees seeking guidance on retirement planning, KiwiSaver allocations, and investment decisions. The business operates on a 100% independent basis, accepting no commissions or payments from product providers, and is registered with the Financial Markets Authority as a Financial Advice Provider (FSP507066).

Nest Egg Investments firmographics

Firmographics

Name: Nest Egg Investments
Legal name: Nest Egg Investments Limited
Website: https://nestegginvestments.co.nz
Company type: Private
Founded year: 2016
Operating status: Operating
Headcount range: 11–50 employees
Short description: Nest Egg Investments is a boutique, fee-only financial advisory firm based in Auckland, New Zealand, providing independent investment advice and custom Excel-based financial modelling to individual retail clients, particularly pre-retirees, across the country.
Ownership category
akta.pro rank

Nest Egg Investments industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
akta.pro secondary industry: Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

Financial advisory services
Investment advice
Retirement planning
Financial modelling
Wealth management

Where Nest Egg Investments is headquartered

Location

Headquarters

HQ city: Hobsonville
HQ country: New Zealand
HQ region: Oceania

Offices1 record

Markets served

Nest Egg Investments business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

Fee-only Financial Advice: The company operates on a fee-only model with no commissions, payments, or benefits from investment product providers. Revenue is generated through fixed-price service offerings and hourly rates for bespoke advice.

Pricing tiers

Model	Billing	Price
Other	Pay-as-you-go	Initial Consultation - Free
One time/ perpetual license	Pay-as-you-go	Investment Advice - $695
One time/ perpetual license	Pay-as-you-go	Financial Model and Investment Advice - $1,195
Other	Pay-as-you-go	Other Financial Advice - $195/hour

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Nest Egg Investments product offering

Product offering

Core offering

Nest Egg Investments is a boutique financial advisory firm that delivers personalised, fee-only investment advice and bespoke Excel-based financial modelling to individual clients across New Zealand. Services include a free initial consultation, fixed-price investment advice, comprehensive year-by-year financial forecasts, retirement planning, KiwiSaver guidance, and debt reduction recommendations, all provided directly by founder Dean Edwards without commissions from product providers.

Product overview

Nest Egg Investments offers a suite of financial advisory services centred around personalised investment advice and financial modelling. The core offerings include: (1) a free Initial Consultation, (2) Investment Advice at a fixed price of $695, (3) a comprehensive Financial Model delivered as an Excel spreadsheet, and (4) a discounted bundle combining the Financial Model and Investment Advice for $1,195. Additional bespoke financial advice is available at $195/hour. All services are fully independent, personalised to each client's circumstances, and provided without commission or payments from product providers.

Differentiator

Problem solved

Functional benefit

Products and services

Initial Consultation

Companies that use Nest Egg Investments

Customer profile

Named customers6 records

Segments2 records

Ideal customer profiles1 record

Nest Egg Investments technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

Nest Egg Investments partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Nest Egg Investments competitors and assessment

Company assessment

Broad incumbents

ANZ Investments: Major NZ bank with KiwiSaver, investment, and financial planning arms serving retail customers nationwide — broad incumbent with overlapping investment advice and KiwiSaver offerings.
Milford Asset Management: One of NZ's largest active investment managers offering KiwiSaver, managed funds, and personal advisory services. Larger and broader than Nest Egg but competes for the same individual investor wallet share.
Booster: NZ wealth and KiwiSaver provider offering investment advice and financial planning to retail clients across the country; broader scale than Nest Egg with overlapping services.

Direct peers

Fisher Funds: NZ-based investment manager and KiwiSaver provider offering personalised financial advice and managed portfolios to retail investors, comparable to Nest Egg on the KiwiSaver and investment advice offerings.
Aurora Capital: Boutique New Zealand financial advisory firm offering independent, fee-only investment advice to individuals — closest peer to Nest Egg in business model, scale, and target market.
Jarden: New Zealand investment advisory and wealth manager serving retail and HNW clients with personalised investment advice and portfolio management — direct competition in the same advisory niche.
Forsyth Barr: One of New Zealand's largest full-service stockbroking and investment advisory firms offering personalised investment advice, KiwiSaver, and retirement planning to individuals — directly overlapping with Nest Egg's core offering but at significantly greater scale.
Continuum Advice: Independent NZ financial advice firm providing personalised retirement, KiwiSaver, and investment planning on a fee-for-service basis — directly comparable boutique competitor.
Craigs Investment Partners: NZ-based investment advisory firm providing personalised portfolio advice, KiwiSaver, and wealth management to individuals and families, with a comparable fee-based advisory model and similar target customer segment.

Emerging players

Generate KiwiSaver: NZ-focused KiwiSaver and wealth manager with personalised advice offerings targeting self-directed and advised retail investors — adjacent competitor on KiwiSaver advice.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Nest Egg Investments compliance and trust

Trust signal

Compliance1 record

Nest Egg Investments financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Nest Egg Investments leadership team

Management profile

Number of profiles

Profiles1 record

Nest Egg Investments funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Nest Egg Investments M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nest Egg Investments

What does Nest Egg Investments do?

Is Nest Egg Investments a public or private company?

Nest Egg Investments is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Nest Egg Investments founded?

Nest Egg Investments was founded in 2016. It employs 11 to 50 people.

Where is Nest Egg Investments based?

Nest Egg Investments is headquartered in Hobsonville, New Zealand, in the Oceania region.

How does Nest Egg Investments make money?

One revenue line is on record: fee-only Financial Advice.

Who are Nest Egg Investments's main competitors?

Broad incumbents on record are ANZ Investments, Milford Asset Management and Booster. Direct peers are Fisher Funds, Aurora Capital, Jarden, Forsyth Barr, Continuum Advice and Craigs Investment Partners. Generate KiwiSaver is listed as an emerging player.

Does Nest Egg Investments have an API?

No public API is recorded for Nest Egg Investments.

What industry is Nest Egg Investments in?

Nest Egg Investments's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 52394 and its SIC code is 6282.