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If you’re searching specifically for product advice or recommendations look no further. FoxPlan’s financial advisers will take you through a step by step process to identifying the perfect products that will give you the results you’re looking for.

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FoxPlan’s advisers will provide product advice. We’ll help you fix an immediate need. Whether it be KiwiSaver planning, Investments, Insurance, Budgeting, Mortgage Advice, Business Planning or Retirement Planning.

 
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The process looks like this:

 
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Initial meeting to discuss your needs, wants and fears

 
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Identify your goals and desires for this specific product

 
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We’ll complete a needs analysis to determine what your needs are for the particular product you need advice with.

 

Explore your options

 
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Create a recommendation

 
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Implement the plan

 
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Review the plan annually

“The fact that we managed to purchase our first home in a very competitive market, and have not had any issues with our home loan or insurance services since, is a real testament to the dedication and hard-work FoxPlan put in to meeting the needs of their clients”

Michael & Anastasia Appleyard
Young Professionals

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Whether it be for a mortgage, investments or a budget, you’ll follow our process and have expert advice along the way.

Contact us now for a free consultation