Paul Barnes appointed as new CEO of FoxPlan Ltd

Paul Barnes has been appointed as CEO of Wellington financial firm FoxPlan Ltd.

Income Protection Insurance Vs. ACC

Kiwis are lucky to have ACC in place. It’s a scheme that provides a basic level of assurance when it comes to our livelihoods and its structure means New Zealand avoids much of the personal injury type litigation associated with places such as the United States.


ACC however is limited as to what it covers, and gaps certainly exist. This week we look at why Income Protection Insurance is so important and the differences between it and ACC.

What changes to tax ring-fencing mean for landlords

A few weeks ago, we touched on whether now is a good time to invest in property with changes around insulation requirements and tax law (the short answer – it depends on your personal circumstances). This week we delve further into the detail of the tax changes that affect all investment property owners as of the 1st of April 2019.

FoxPlan's Winter Investment Update

This week we have presented content from our Monthly Investment Newsletter summarising investment performance over Q2 2019.

Your rights with a financial adviser

The basis of all great relationships is trust and it should be no different when dealing with your financial adviser. Building that trust, however, isn’t always easy with the number of laws, regulations and titles given to different types of advisers within New Zealand.


This week we have delved into the details to make it easier for you to understand your adviser and their obligations.

First-home buyer success stories

At FoxPlan we believe our lending team is first-class and two recent success stories demonstrate the lengths our team will go to when it comes to securing first-home finance.

Is now a good time to invest in property?

It’s not the easiest time to be a Landlord right now. 484 Landlords are potentially in hot water over their failure to insulate their investment properties. New tax changes have also meant that losses from owning a rental can no longer be claimed against direct income and must be deferred forward.


With this double whammy, it’s fair to ask whether the staple Kiwi rental property is still a good investment option.

Digital Money

Facebook recently announced the launch of its own digital currency ‘Libra’. Facebook envisions this currency being used to pay for everything including your daily coffee, eCommerce and even financial services.


Facebook are not alone in this space. There are currently over a thousand forms of digital/crypto currency available and this number is only likely to balloon as we progress in to the 21st century.


This week we talk about the implications of digital money for Kiwis.

The evidence for FoxPlan's Investment Philosophy

This week senior financial adviser and head of investment at FoxPlan, Warwick Walker delves in to our investment philosophy and the hard-data that supports it.

Have you checked your PIR?

You have likely heard the news earlier this month that on the back of the IRD’s new tax refund system being implemented, 450,000 taxpayers were identified as paying the wrong PIR tax rate on their KiwiSaver.


Unfortunately for those impacted, any shortfall in tax will have to be paid directly out of pocket as the legislation does not allow for it to be deducted against the remaining balance in a KiwiSaver fund. This will be a most unwelcome surprise!

Have you got a Charity Investment Plan?

New Zealand is the second most charitable nation on Earth and in 2014 we donated over $1.53 billion to worthy causes. Our giving nature is a fundamental part of the Kiwi ethos and we are always happy to pitch in and help when the need arises.


But giving isn’t always easy. Once you are on a donor list there are often follow up appeals and calls for further donations. Trying to verify charities can be a time-consuming task and many good organisations simply do not have the resources to demonstrate the tangible changes that have occurred from your contribution

Lets Talk Trauma

It’s probably fair to say that the range of personal insurance options available to Kiwis is a bit overwhelming. From contents to car, life to income protection, funeral cover to pet insurance and everything between. Being aware of what insurance covers exist let alone understanding what they do is a challenge.


An often overlooked, but potentially life changing insurance cover is Trauma. This week we dive in to explain it.

The Term Deposit Trap

This week FoxPlan founder and director John Killick shares his thoughts on the fear that Kiwi investors often allow themselves to be guided by when making investment decisions.

Explaining Financial Planning

Ask five different people ‘what is financial planning?’ and you’ll likely get five completely different answers. It’s this very confusion that often puts people off the idea of financial planning altogether – so this week we thought we would break down the FoxPlan model of financial planning to the very basics.

A Better Investment Than Property?

Kiwi’s love property investment, that’s no secret. Last year over 313,000 Kiwi’s filed tax returns that declared rental income from property investment across residential, commercial and rural properties.


For the younger generation in New Zealand however, owning a property to live in, yet alone one for the purpose of investment is a dream that is becoming increasingly more difficult.

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