Father with son warm near campfire, drink tea and have conversation


At FoxPlan we work with you to identify your goals and aspirations, our recommendation for anyone looking to grow their wealth with an investment strategy is to start with a plan. From here we will identify, together, investment strategies that will achieve the outcomes you are looking for.


7 steps to successful investing

Print1. Goal
What do you want to achieve?

Print2. Options
What options should you consider to invest in?

Print3. Risk
How will that handle volatile investment markets?

Print4. Implement
Who will help us get started?

Print5. Monitor
Investments monitored to ensure appropriateness

Print6. Review
How often will we meet and know we are on track?

Print7. Other professionals
We coordinate with your accountant or solicitor.


Attempting to invest without first having control of cash management is dumb. Inevitability poor cash management will sabotage any investment strategy. Secondly investing is not about products and returns – it’s about desired outcomes. What’s it for, When’s it for. Who’s it for. When you have control and understanding of why you want to invest – a plan can be arranged for the greatest probability of achieving your outcomes.


We want to build a strategy for you that will allow you to measure the income from your investment; this is the key difference between investing and speculating. It is also important to note, that a portfolio is not a plan, a portfolio is simply various assets (such as shares, bonds, property, and cash) diversified and arranged in such a way to achieve a predetermined outcome.

FoxPlan_Icons_Financial Plan
An implementation plan will detail clear steps to achieve your goals, using your identified investment strategies. Naturally, changes will occur and external challenges that could affect the plan will present themselves, so as well as regularly scheduled reviews, your advisor will also be available to discuss problems and opportunities as they arise.


Investment options are available to everyone; whether you are starting out or well into forming an investment strategy. FoxPlan has the experience and expertise to support all investors.

Investments, as with all aspects of planning, are unique and tailored to fit your goals, however, we have detailed below some areas, which can assist you to make investment decisions.


Are you ready to start a conversation about investing?