Haven
Haven is a New Zealand financial advisory firm founded in 2008, serving 40,000+ individual and SME clients with independent advice across insurance, KiwiSaver, mortgages, and Virtual CFO services through a nationwide network of 40+ advisers.
- Company typePrivate
- Founded2008
- HeadquartersAuckland, New Zealand
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Haven does
Haven is a New Zealand financial advisory firm founded in 2008, operating as Haven Financial Advisers Limited with Haven Mortgage Advisers Limited as a related entity. The firm provides independent financial advice to individual and small business clients across three core product lines: insurance (personal, house/car/contents, and business), KiwiSaver, and mortgages, serving more than 40,000 clients nationwide. Distribution is built on a network of 40+ advisers across 18+ office locations spanning both the North and South Islands, with a head office in Auckland.
The service platform extends beyond pure advisory into Virtual CFO Services for SMEs, delivered in partnership with Xero (Platinum Partner status), and Financial Wellbeing Workshops sold to corporate and employer organisations. The technology stack is modest and operational rather than differentiated: Xero accounting integration for Virtual CFO delivery, plus standard content marketing, webinar, and information-hub infrastructure. No proprietary platform, custom underwriting engine, or AI/ML component is described in available sources.
The business model is fee- and commission-based advisory services revenue, monetised across insurance placement, KiwiSaver, and mortgage origination. Go-to-market is multi-channel: face-to-face advisory through the national branch and adviser network, B2B outreach via employer workshops, and direct-to-consumer marketing (including promotional competitions and webinar series). Multi-provider distribution relationships with major NZ insurers and banks — including Asteron Life, ANZ, BNZ, Chubb, and Fidelity Life — underpin product breadth, while a 2015 partnership with Plunket ('Advice for Good') provides institutional brand association. The firm competes in the independent financial adviser segment, differentiated primarily by physical distribution scale rather than technology.
Haven firmographics
Firmographics- Name
- Haven
- Legal name
- Haven Financial Advisers Limited
- Website
- https://haven.co.nz
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Haven is a New Zealand financial advisory firm founded in 2008, serving 40,000+ individual and SME clients with independent advice across insurance, KiwiSaver, mortgages, and Virtual CFO services through a nationwide network of 40+ advisers.
- Ownership category
- akta.pro rank
Haven industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242), Portfolio Management and Investment Advice (523940)
- SIC
- Insurance Agents, Brokers & Service (6411), Mortgage Bankers & Loan Correspondents (6162), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Haven is headquartered
LocationHeadquarters
- HQ city
- Auckland
- HQ country
- New Zealand
- HQ region
- Oceania
Offices19 records
Markets served
Haven business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: Haven generates revenue through financial advisory fees for services across Insurance, KiwiSaver, and Mortgages. Advisers provide personalized financial advice and recommendations to help clients protect their financial futures.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Haven product offering
Product offeringCore offering
Haven is a New Zealand-based financial advisory firm that provides personalized advice and solutions across personal insurance, KiwiSaver, mortgages, house/car/contents insurance, business insurance, financial wellbeing workshops, and virtual CFO services through a nationwide network of 40+ advisers serving 40,000+ clients since 2008.
Product overview
Haven is a New Zealand-based financial advisory firm founded in 2008, serving over 40,000 clients across the country. The company operates as a single integrated advisory service rather than a software platform, offering three core service areas: Personal Insurance (life, trauma, income protection, medical, house/contents, and business insurance), KiwiSaver (account management, fund selection, government contribution optimization), and Mortgages (first home buying, investment properties, refinancing). Additional services include Financial Wellbeing Workshops for employers and Virtual CFO Services for businesses. Haven functions as a financial advice and planning consultancy, not a technology product.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Insurance Personalized personal insurance advisory services for individuals and families in New Zealand, providing access to multiple insurance providers rather than being tied to a single bank or insurer.
- KiwiSaver Advisory Advisory on KiwiSaver, New Zealand's retirement savings scheme, including fund selection, contribution optimization, and long-term retirement planning guidance for individual members.
- Mortgages Mortgage advisory services for home buyers and property owners, with access to multiple lenders and personalized mortgage structuring guidance across New Zealand.
- House, Car and Contents Insurance Advisory on house, car, and contents insurance products for residential customers in New Zealand, providing comparative advice across multiple insurance providers.
- Business Insurance Insurance advisory services tailored for small to medium businesses in New Zealand, with access to multiple business insurance providers and independent advice.
- Financial Wellbeing Workshops Educational workshops on financial wellbeing designed for employer organizations to deliver to their employees, covering personal finance topics as part of workplace wellbeing programs.
- Virtual CFO Services Virtual CFO services for small and medium businesses in New Zealand, providing financial management, strategic guidance, and accounting oversight leveraging Xero as a Platinum Partner.
Quantifiable outcome
- 40,000+ happy clients served
- +2 more outcomes
Companies that use Haven
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles3 records
Haven technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Haven partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core and minor.
- Asteron LifecoreInsurance provider partner offering life and risk insurance products through Haven advisers
- Fidelity LifecoreLife insurance provider partner working with Haven advisers
- ChubbcoreInsurance provider partner offering various insurance products through Haven network
- ANZcoreMajor bank partner providing mortgage lending products through Haven mortgage advisers
- Bank of New Zealand (BNZ)coreMajor bank partner providing mortgage lending products through Haven mortgage advisers
- NZ FundsminorInvestment and KiwiSaver provider partner
- BoosterminorKiwiSaver and investment provider partner
- GenerateminorKiwiSaver provider partner
- AccurominorHealth insurance provider partner
- Southern Cross (SC)coreMajor health insurance provider partner
- Aurora CapitalminorFinancial services partner
- Partners LifecoreInsurance provider partner offering life and health insurance products
- SovereigncoreLife and health insurance provider partner
- XerocoreXero Platinum Partner - accounting software integration for virtual CFO services and business client management
- PlunketcoreThrough 'Advice for Good' programme, Haven partners with Plunket to provide financial guidance to young families across New Zealand, supporting them through life's biggest moments with advice on insurance, KiwiSaver, and mortgages
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Haven competitors and assessment
Company assessmentDirect peers
- Jarden (formerly First NZ Capital): NZ advisory firm providing wealth management, KiwiSaver, and broking services with nationwide coverage. Overlaps with Haven's advisory-led KiwiSaver and wealth distribution model.
- Fisher Funds: NZ active investment and KiwiSaver manager with adviser and direct channels. Competes with Haven for clients seeking KiwiSaver and wealth advisory.
- Aurora Capital: NZ financial services firm offering lending, insurance and wealth solutions. Listed as a Haven partner and overlaps with Haven on the broader financial advisory value chain.
- Craigs Investment Partners: NZ-headquartered full-service investment advisory firm offering KiwiSaver, portfolio advice, and wealth management across the country. Competes with Haven for KiwiSaver and broader wealth advisory clients.
- Milford Asset Management: NZ's largest active KiwiSaver and investment manager, distributing via advisers and direct channels. Comparable to Haven on the KiwiSaver/wealth advice side of the platform.
- Forsyth Barr: One of New Zealand's largest independent investment and wealth advisory firms, offering KiwiSaver, investment, insurance and mortgage advice nationwide. Closely matches Haven's multi-product, nationwide independent advisory model.
Emerging players
- Booster KiwiSaver: NZ KiwiSaver scheme with an adviser and direct-distribution model. Comparable to Haven's KiwiSaver advisory proposition and is a current Haven partner.
- Kernel Wealth: NZ low-cost, digital-first KiwiSaver and managed-fund provider. Represents the robo-advisor competitive threat to Haven's higher-touch advisory model.
- MoneyHub: NZ personal-finance comparison and research platform covering KiwiSaver, insurance and mortgages. Comparable to Haven's educational content hub and competes for top-of-funnel financial decision-making consumers.
- Generate KiwiSaver: NZ-focused KiwiSaver and managed-fund provider that distributes through advisers and digital channels. Listed as a Haven KiwiSaver partner and serves overlapping KiwiSaver-member clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Haven social profiles
Digital presenceHaven financial estimates
Financial estimateRevenue estimate
Valuation estimate
Haven leadership team
Management profileNumber of profiles
Profiles1 record
Haven subsidiaries and ownership
Company hierarchySubsidiaries1 record
Haven funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Haven M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Haven
What does Haven do?
Haven is a New Zealand-based financial advisory firm that provides personalized advice and solutions across personal insurance, KiwiSaver, mortgages, house/car/contents insurance, business insurance, financial wellbeing workshops, and virtual CFO services through a nationwide network of 40+ advisers serving 40,000+ clients since 2008.
Is Haven a public or private company?
Haven is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Haven founded?
Haven was founded in 2008. It employs 51 to 100 people.
Where is Haven based?
Haven is headquartered in Auckland, New Zealand, in the Oceania region.
How does Haven make money?
One revenue line is on record: financial Advisory Services.
Who are Haven's main competitors?
Direct peers on record are Jarden (formerly First NZ Capital), Fisher Funds, Aurora Capital, Craigs Investment Partners, Milford Asset Management and Forsyth Barr. Emerging players are Booster KiwiSaver, Kernel Wealth, MoneyHub and Generate KiwiSaver.
Does Haven have an API?
No public API is recorded for Haven.
What industry is Haven in?
Haven's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 52421 and its SIC code is 6411.