Investment Planning
Whether you have already accumulated wealth, received an inheritance, sold a business or rental property, or are just starting your investment journey, FoxPlan is a Safe Place to Talk About Money. The sciences of accumulating wealth, keeping wealth, or de-accumulating wealth are different. We work with you, no matter what stage you are at, to identify your goals and aspirations, then recommend appropriate investments and strategies that will achieve the outcomes you are looking for.
Plan
Investing is not about products and returns – it’s about desired outcomes. What is the investment for? Over what timeframe? Who’s it for? When you have control and understanding of why you want to invest – we develop a plan for you with appropriate investments. This maybe shares, property, bonds or cash, directly held or managed funds to support your goals and provide the greatest probability of achieving your outcomes. For those just starting out, this will also include ensuring you have control of cash management, so that if things go wrong in life these events do not sabotage your investment strategy.
Measure
Once you have your plan, with the appropriate investments and steps to be implemented, the key is to measure the growth and income of your investments so you know if you are on track to achieve your plan. The investments or portfolio are simply various assets (such as shares, bonds, property, and cash) diversified and arranged in such a way to achieve your predetermined outcome.
Maximise
Plans, like life, are not linear. Changes will occur and external challenges or opportunities that could affect the plan or investments will present themselves. We regularly review with you to take advantage of opportunities or respond to changes as they arise.
Investment options are available to everyone; whether you are starting out or well into forming an investment strategy. FoxPlan has the experience and expertise to support all investors.
