Our Financial Advisers

 

WARWICK WALKER, CFPcm
BUSINESS OWNER | FINANCIAL ADVISER
Ph: 04 918 4659

I help my clients design and align their personal and business plans to achieve their desired outcomes via the appropriate strategies.

STEVE BAKER
BUSINESS OWNER | FINANCIAL ADVISER
Ph: 04 918 4659

If we improve NZ’s financial literacy, we will be able to make smarter financial decisions, enabling financial freedom, less stress & more time with loves ones.

STEPHAN JAGERS
BUSINESS OWNER | FINANCIAL ADVISER
Ph: 04 918 4659

I’m motivated helping my clients achieve dreams via planning their way through life’s turbulence to reach their desired outcomes.

 

TIM ELLIS
FINANCIAL ADVISER
Ph: 04 918 4659

I help you realise your priorities. As a Financial Adviser, I provide clarity around your goals, wants and needs to help you navigate through life with certainty.

BRODIE HAGGERTY
FINANCIAL ADVISER
Ph: 04 918 4659

My work at FoxPlan focuses on helping enable Kiwi’s to meet their financial goals with greater confidence.

TERRI WATSON
FINANCIAL ADVISER
Ph: 04 918 4659

I help you create clarity with your goals and confidence with your cashflow by giving you the tools and knowledge to help you make informed financial decisions that are aligned with your values.

PRASHANT MODI
FINANCIAL ADVISER
Ph: 04 918 4659

Back in India, I was a qualified pharmacist and my new career in New Zealand is as a Financial Adviser. Being a pharmacist, I was part of the medical profession which is all about diagnosis and planning - which is why Financial Advice was a logical next step in my career because it follows a similar process.

Diagnose - what is your vision/dream

Plan it - Design your journey to get you there

SAM ENGELBRECHT
ASSOCIATE ADVISER
Ph: 04 918 4659

Drawing from my roots in sheep and beef farming, I craft custom planning methods that flex with changing needs and prepare for what’s ahead. I encourage proactive foresight in and instil confidence and resilience in my clientele.

DILLAN KORKIE
ASSOCIATE ADVISER
Ph: 04 918 4659

I personalise financial guidance tailored to your goals. With transparency and integrity, we navigate the complexities of financial planning together, empowering you to achieve a secure future. Let us turn your dreams into reality.