What We Do

We are committed to working with people to achieve Financial Certainty

 

Many prospective clients we meet live week to week. They spend first and save second, leaving financial stresses on themselves and their families. Here at FoxPlan we offer a safe place to talk about money with trusted advisers that sit on the same side of the table as you.

We help people understand their current financial situation, assist them with knowledge and skills as well as offer guidance and advice to achieve their short, medium and long-term goals.

A total financial plan consists of three key areas; control of money, confidence in your investments and certainty of plan B.

 

cash

Invest

Risk

 

Click here to find out what is inside a Financial Plan

 

OUR BRAND PROMISE

Financial vision & Purpose + Help achieve financial goals and security
+ Smarter financial decisions through increased financial literacy
 

THE FOXPLAN PHILOSOPHY

We believe that financial literacy for all New Zealanders is what will make for a happier more content world
to live in. We act on this philosophy through one to one financial planning and through workshops for
corporates to provide financial health and well-being to their employees.

STRATEGIC ALIGNMENT

We align with the initiatives of the Commission for Financial Literacy and Retirement.
The Commissions most recent report – 2014 National Strategy for Financial Literacy can be found here >
 

Our strategic areas of focus

Financial Planning

FINANCIAL PLANNING

Foxplan’s tailored plans are delivered by Certified Financial Planners, supported by people, technology and processes to help you achieve the lifestyle you want.

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Investment Planning

INVESTMENT

Your investment strategy will be determined by your goals, then we will arm you with the knowledge and support you need to make confident investment decisions to achieve your goals.

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BUSINESS PLANNING

We work with business owners to identify their goals, then create a plan to get there. We provide regular review and coaching with your personal advisor, to hold you accountable to your plan.

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Corporate Financial Wellbeing

CORPORATE

Happy employees mean a more productive, physically healthy and motivated staff. FInancial planning in the workplace can lift staff morale and make your company a more desirable place to work.

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