Our Purpose

John & Sally Killick started Financial Service Brokers (FSB) in 1996 when they saw a market need for a unique experience delivering holistic financial planning services.

The 4 corner stones to financial literacy and Financial Planning have remained the same:

Our belief is that one without the other does not secure the plan. What’s the point of having wealth but not having the health to enjoy it, with family & friends.

Our focus to achieving the four cornerstones with clients has not wavered, we have evolved as a business with changing market needs and regulation and have built the one stop shop financial services practice – FoxPlan.

Through our experience and qualifications, we are able to deliver certified financial planning and tailored advice to help our clients achieve their goals. One of our goals is to serve a social responsibility to educate New Zealanders around financial literacy. We plan to lift New Zealand’s financial literacy via financial education in the workplace and to provide fee-based financial planning to help clients achieve their financial goals through:

• Control of Cash Management

• Confidence with Investment

• Certainty via Risk Management