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Accounting & Wealth Management

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Financial Planning is simpler than you think Control your cash, make confident investment decisions and have certainty with risk management strategies.

MANAGE
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GROW
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WEALTH
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WEALTH
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We lead you through your journey to financial security Your advisers will create a plan with clear steps to ensure you achieve the lifestyle you want

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We've put a number of specialist around the one table

  • Financial Planning Specialists
  • Investment Specialists
  • Workplace & Corporate Health Specialists
  • Accounting Specialists
  • Business Advisers
  • Mortgage & Lending Specialists
  • Retirement and Savings advisers
  • Specialist Insurance Advisers
  • KiwiSaver Experts
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WHAT OUR CLIENTS SAY ABOUT US

“The advice and assistance of Foxplan helped smooth the purchasing process of our first home” CRAIG BLACKLOCK
“John’s advice has helped take the worry out of my future.” Marion Lineham
“Foxplan are different. They are incredibly efficient, honest and experienced. My search for a quality financial adviser is over.” Mary O’Hagan
“We have no hesitation whatsoever in recommending Sally and her team to anyone who requires financial investment and long term planning advice.” Robyn & Niel Harding
“sound advice, encouraging me to think about my future and plan accordingly for my retirement.” Peter Hassell
“I now feel more in control of my present financial situation and more confident about my plans for the future.” Liz Melchior

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