Advisers

Our Team

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JOHN KILLICK
DIRECTOR|AFA, CFPcm
Ph: 04 918 4659
 
The noblest work I can do in this world is to advise people about how they can secure their financial futures.

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SALLY KILLICK
AFA, CFPcm
Ph: 04 918 4659
 
I help clients to plan for life without work. Whether a planned retirement or an unplanned illness or accident. Providing financial security and peace of mind.

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WARWICK WALKER
AFA, CFPcm
Ph: 027 241 7729
 
I help my clients design and align their personal and business plans to achieve their desired outcomes via appropriate strategies.

 

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STEVE BAKER
AFA
Ph: 04 918 4641

 

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

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DEAN BLAIR
AFA
Ph: 027 451 7182 

 

Working alongside my clients to assist them to become financially fit. Together we create a game plan for your financial future. 

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STEPHAN JAGERS
AFA
Ph: 021 633 885

 

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

 

 

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PAUL LOO
NOMINATED REPRESENTATIVE
Ph: 021 225 5563
 
I have a deep seeded passion to help leave a legacy of opportunities and abundance that last for generations and beyond.
 
SAM GILLESPIE
NOMINATED REPRESENTATIVE
Ph: 04 918 4659
 
I have a strong passion for working with people which is why I have chosen a career as a financial adviser.
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DIVYA GANDHI
QFE ADVISER
Ph: 04 918 4659

I’ll help get you into a house and then out of debt as soon as possible. This will help save you thousands over a long term. Once we’ve sorted your lending then we can put your money to work for you in other areas.

 

 
CEDRIC GERBER
QFE ADVISER
Ph: 022 492 4145
 
I provide my clients with peace of mind through tailor-made financial planning. There is no greater satisfaction than seeing a client reach their financial goals.
 
SIRAPOB WU
NOMINATED REPRESENTATIVE
Ph: 022 408 5946
 
I work with you to clarify your goals – what you want out of life. Once we have this clarity, I help you get there through financial education, investments and risk management.
 

BOBBY BEUKES
QFE ADVISER
Ph: 021 173 3905

Life is uncharted territory. It’s unpredictable. It reveals its story one moment at a time. I see my role as offering support to people, to provide some light along the way and to guide them successfully towards their vision, as their unique life journey unfolds.

 

 
TIM ELLIS
NOMINATED REPRESENTATIVE
Ph: 027 546 4846
 
I help you realise your priorities. As a Financial Planner I provide clarity around your goals, wants and needs to build you a solid plan that provides you with certainty.
 
DIETER TIMMERMAN
NOMINATED REPRESENTATIVE
Ph: 021 0268 7955
 
My goal is to ensure my clients do not have to go through painful financial experiences due to unexpected events or circumstances and to build the financial engine that will look after them when they retire.
 

MARIETTE KOEN
QFE ADVISER
Ph: 021 0233 8655

I provide you with peace of mind. As a financial adviser I help you not only build your wealth, but make sure that you also get to enjoy it.

 

 
LAURA LINCOLN
NOMINATED REPRESENTATIVE
Ph: 027 931 6656
 
Working with you is all about vision – helping you understand what yours is and putting the practical steps in place to help you achieve it.
 
AIDAN TE WAKE-HOPE
NOMINATED REPRESENTATIVE
Ph: 027 948 3197
 
My focus is on helping you achieve your financial goals as your wealth coach. I make financial planning easy and accessible to everyday Kiwis.
 

RICHARD RENFREW
QFE ADVISER
Ph: 027 571 0664

I work with you to strengthen your financial position. Putting you on the road to achieve your goals in business, at home and into the future as well.

 

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BLAKE CHAMBERLAIN
ACCOUNTANT
Ph: 04 918 4659

My expertise is in working with young professionals, business owners, and families – helping them to live planned and purposeful lives, protecting what is important to them.

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WARREN SMITH
CHARTERED ACCOUNTANT
Ph: 04 918 4659

As an accountant here at FoxPlan my role is to help our client maximize tax benefits, maintain compliance and manage their wealth.

 

 

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YII YEN WEE
CHARTERED ACCOUNTANT
Ph: 04 918 4659

FoxPlan Accounting & Wealth Management.

 

GRAY CLARK
NOMINATED REPRESENTATIVE
Ph: 021 0249 6656

The only thing we can be certain about when planning our lives is that tomorrow will be different from today. I work with you to give you clarity around exactly what you want your future to look like.

REINA HENG
NOMINATED REPRESENTATIVE
Ph: 021 115 1889