Purpose & History

About

Lead the lifestyle you want
Lead the lifestyle you want

Our Purpose

John & Sally Killick started Financial Services Broker (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:

HEALTH

WEALTH

RELATIONSHIPS

HABITS

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

Our focus to achieving the four corner stones 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

Our History

2016

On April 1st we celebrated 20 years in business.

2015

Re Brand to FoxPlan Ltd – Financial Education and Financial Planning for all New Zealanders.

2014

Paul Barnes became a Director.

2013

Celebrated reaching our milestone of 10,000 clients.

2012

The family business grew with Dean Blair, son in law to John Killick becoming a Director.

2011

Directors became Authorised Financial Advisers under the new regulation and laws.

2009

Financial Markets Authority (FMA) – NZ Regulation and code of practice for all financial advisers – in our terms – Classification of Registered Financial Adviser (RFA) and Authorised Financial Adviser (AFA).

2008

KiwiSaver introduced to NZ and also FSB4 Financial.

2008

Changing Moment in NZ / World. GFC – Global Financial Crisis.

2008

John, Sally, Warwick – Became Certified Financial Planners. (CFPcm)

2006

The Directors wished to upskill and remain at the top of the industry for qualifications – they went and completed a Post Graduate Diploma in Personal Financial Planning.

2004

Re Branded to become FSB4 Financial – to encompass our new philosophy

2004

Moved from Investment House in Featherston Street Wellington to the Saatchi &Saatchi Building on Courtenay Place in Wellington.

2003

Warwick Walker / Sally Killick / Steve Baker became Directors.

2001

We added a Mortgage Division & a Fire &General Division.

1998

We diversified our business to become a “One Stop Shop” – we added Investment &Business Planning.

1996

John &Sally opened the doors - Financial Service Brokers. (FSB) in Investment House Wellington