A journey starts with a plan – and a plan might start with an idea.

The idea might be financial freedom, or financial security, or to live life on purpose.

Now you need to road map – to create the plan and investment portfolio.

Attend our complimentary workshop with John Killick, CEO of FoxPlan, who has 40 years’ experience of giving successful financial advice.

John will show you how you can build your own roadmap, so that you can live your life on purpose, achieving fulfilment as well as freedom and financial security for yourself and your family – no matter which life-stage you are in.

Your life, your purpose, your journey – are you in control?

All of us are on a daily treadmill of life. We are constantly dealing with a range of issues, options, problems and solutions that require our attention. Sometimes it feels like we’re getting nowhere fast or even losing control. The prospect of retirement fills us with dread. Want to find a way to get some certainty back in your life?

Ask yourself, how effective have I been up to this point – financially, lifestyle enjoyment, personal goals?

• Do I feel “in control” with budgeting, banking and investment?
• Do I have sufficient expertise to maximise wealth creation?
• To whom do I turn in times of market and life volatility?
• Do I have the time, discipline and knowledge, to complete the planning function for myself, my family and my business?
• Am I doing enough (investing) for a 30 year sustainable income for my future financial freedom?
• Are my goals inspiring and exciting?

 

Please see below the 3 part video series John has put together to help assist investors:

Video 1: Living your life on purpose

Video 2: The essential investment principles and practices

Video 3: Managing investor behaviour

 

The next workshop is:

Date:                    Thursday 17 September 2015

Time:                    5.30pm – 7.00pm

Location:             FoxPlan Ltd, Level 3, 101-103 Courtenay Place, Wellington

To secure your place please RSVP to: rsvp@foxplan.nz

FoxPlan are driven by lifting New Zealander’s financial capability, educating and helping individuals, couples and families take control of their lives and live life on purpose. As part of FoxPlan’s commitment to lifting the financial capability of all New Zealanders John will be conducting this workshop free of charge.