Financial Plans

PLANNING PACKAGES

Accessible & affordable planning for all New Zealanders.

$0

One hour consultation

TALK GOAL SETTING AND RECEIVE YOUR FINANCIAL SNAPSHOT

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Starter FOR YOUNG PROFESSIONAL’S

From $500 + $20 / fortnight ongoing
  • Financial Plan: Cash Management,
    Investment & Risk Management
  • Life Map – Financial Roadmap
  • Implementation Schedule
  • Cashflow Budget
  • Tax Calculator
  • Goal Calculator – Tracker
  • Mortgage Plan – Debt Repayment
  • Net Worth
  • Asset Class KiwiSaver Plan
  • Risk Management Plan
  • Estate Management Plan
  • Financial Dashboard
  • Own Financial Planner/Navigator
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Builder FOR FAMILIES OR INDIVIDUALS

From $1000 + $20 / fortnight ongoing
  • Financial Plan: Cash Management,
    Investment & Risk Management
  • Life Map – Financial Roadmap
  • Implementation Schedule
  • Cashflow Budget
  • Tax Calculator
  • Goal Calulator – Tracker
  • Mortgage Plan – Debt Repayment
  • Net Worth
  • Asset Class KiwiSaver Plan
  • Risk Management Plan
  • Estate Management Plan
  • Financial Dashboard
  • Own Financial Planner/Navigator
  • Education Plan
  • Investment Plan
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LifeStyler FOR INVESTORS & RETIREES

From $1500 + $20 / fortnight ongoing
  • Financial Plan: Cash Management,
    Investment & Risk Management
  • Life Map – Financial Roadmap
  • Implementation Schedule
  • Cashflow Budget
  • Tax Calculator
  • Goal Calculator – Tracker
  • Mortgage Plan – Debt Repayment
  • Net Worth
  • Asset Class KiwiSaver Plan
  • Risk Management Plan
  • Estate Management Plan
  • Financial Dashboard
  • Own Financial Planner/Navigator
  • Education Plan
  • Investment Plan
  • Retirement Plan
book now

Each package consists of a one-off fee + a $20/fortnight ongoing management fee. All fees stated above are excluding GST.

PRODUCT PACKAGES

Won’t any financial planning product do?

Many people will buy a product thinking it will do the job if they pay the ongoing fee. Not taking advice on these products and aligning them to your needs can be a costly exercise. The success or failure of a product can have a huge effect on your life and choices at claim time.

Online offerings enable busnesses to sell products to miss informed consumers and are adding to a missinformed culture around insurances and products such as KiwiSaver.

We want our customers to be able to make informed decisions on the products they choose to insure the things and people they love.

Did you know that a bank teller is not able to give you advice around a product? They can only recommned one from their stable – this is where Foxplan has a unique advantage, we are certified to give you financial advice on all of the products in the market – we are not aligned to any particular one. Therfore it comes down to what you and your family needs to protect the things you need and love in life.

We’ve made it simple

We have designed 3 simple packages that align with our planning strategies of Cash Management, Investment and Risk Management.

Each of these packages gives you direct access to your own specialist advisor who can give you personalised advice on the products you need and will review those for you on a regular basis.

Because you are paying an ongoing fee you will always have direct access to your advisor to make any changes to your product plans, activate your plan should you need it while letting us take care of navigating the systems

Money

$20 fortnight
  • Goals Sheet and Tracker
  • Consumer Debt consolidation
  • Debt Repayment
  • Emergency Fund
  • Bank Structure
  • Budget
  • Mortgage

Wealth Creation

$20 fortnight
  • Asset Class Managed Funds
  • Property Investment
  • KiwiSaver
  • Networth

Risk

$20 fortnight
  • House/Car/Contents
  • Personal Insurance
  • Business Insurance
  • KiwiSaver
  • Estate Management

All fees stated above are excluding GST.

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