Finally, finances figured out.
30 years of working together
Total financial wellbeing
Our wide range of services and team of in-house financial specialists means that we can help guide you towards better financial wellbeing.
Your partners in progress
Whether your idea of success is investing more, working less, getting on the property ladder or mitigating risk, we support you in making informed decisions that align with your goals.
Move with confidence
We make the path towards your goals clearer. Our regular one-on-ones and industry insights are designed to help you feel more informed and certain at each stage.
Our Services
Financial Planning
Our holistic life stage planning is designed to help you gain clarity over your vision and then determine the appropriate road map to get you there.
Mortgages
Buying your first home, refinancing, or investing in property? Our mortgage advisers can help you navigate the process and answer your questions along the way.
Savings & Investments
Our tailored strategies are developed to help you work toward your financial goals and the lifestyle you’re aiming for.
Insurance
Protect what matters most with tailored coverage options, including life, health, and income protection.
Business & Accounting
Strategic, value-added advice designed to support you in growing profits, building wealth and managing tax.
Hear what our clients are saying
Where should I begin
With life stage planning, you’ll get a single, cohesive strategy to get all aspects of your money working together in harmony. Our advisers can help you get started with a no obligation discovery meeting.
Listen to Dollars and Sense Podcast
Level up your financial literacy. Explore new episodes from the FoxPlan team each week on Financial Planning, Investment, Insurance, KiwiSaver and Property for growing and protecting your wealth.
Latest insights
Book a Discovery Call
Select a time that works for you to speak with one of our advisers.