We take the time to understand your circumstances, priorities, and long-term goals. With this type of clarity, we can provide insurance advice that supports your wellbeing and financial stability over the long-term.
Personal & medical insurance
Your greatest asset isn’t your house or car — it’s your health. Personal insurance can protect your financial security and lifestyle when the unexpected happens.
Protection for life's uncertainties
Life insurance
Provides a lump sum if you die or are diagnosed with a terminal illness, designed to help your family cover expenses.
Disability income protection
Offers a monthly replacement income if you are temporarily or permanently unable to work.
Medical insurance
Coverage for private treatment, and access to some non-pharmac funded medications.
Trauma insurance
Can pay a lump sum if you are diagnosed with a condition, cancer, have a stroke or heart attack.
Permanent disablement insurance
Maintains your quality of life if you become permanently disabled.
Think of us as your insurance guides
How we work with you
We work with you to understand your lifestyle and the type of coverage that makes the most sense for your family, your job, and what stage of life you are in.
Understanding you and what matters most
Conducting a needs analysis
We don’t believe in a one-size-fits all approach. Instead, we’ll conduct a detailed needs analysis to assess the level of protection your household may need in the event of death, illness, or serious injury. Together, we’ll determine an appropriate budget and a clear path forward.
Research and tools to make the right decision
We’ll also provide you with independent research so that you understand the difference between providers and their products. You’ll have the information to make the best decision for you and support from our advisers every step of the way.
Making it easy to make a claim
When it comes to making a claim, we can take care of everything. We can support you through the claims process from start to finish and will liaise with the insurance provider on your behalf.
Explore financial planning
Personal insurance is just one part of the financial puzzle. Our advisers can help you manage your money and grow and protect your wealth with a 360-review of your finances.
Hear what our clients are saying
We recently had FoxPlan’s help to secure our mortgage. The team were really helpful, knowledgeable and got us some competitive rates. Most importantly the team was really responsive and kept us really well informed. We felt like we were in safe hands. Highly recommend FoxPlan to anyone who’s wanting to take some of the stress out of buying a home.
— Sohini Morrison
Excellent service. I've had several financial advisors and FoxPlan are the only ones to engage in planning with me. We've set proper goals and measurements. Rather than taking my money and tossing me a cookie cutter plan. Can't recommend FoxPlan enough.
— Excelsior
We are so grateful to Stephan for sharing his passion of helping others to realise their life goals. We really appreciate his skill, patience and humour while providing invaluable guidance and clarity in regard to our finances, investments, insurance. We would have been lost without him. Highly recommended.
— Markus Giess
We received fantastic service from Foxplan, they have very efficient and smart team, they took care of the end to end process of arranging finance for our new home in the best possible rates in the market followed by a very efficient repayment plan that suites our goal. They also helped us with other products like insurance, kiwisaver etc and made sure that we were getting maximum benefit for our investments.
— Tarun Acharya
I am a first home buyer, I had no clue of the process of buying a house in Wellington and what it involves, Divya explained everything and worked so hard in finding me an affordable mortgage. I am extremely grateful to her. Divya provided updates on the progression of my mortgage application. I would highly recommend her, specially because of her responsiveness!
— Vishu Pise
Stephan and his team were extremely helpful and professional. They were able to help me find a mortgage structure that suits my needs, and were very effective in communicating the home buying process. Highly recommended, especially for first home buyers who may need a bit of extra guidance.
— Alastair Foster
Foxplan has been so helpful since I was first introduced firstly to Warwick & Heidi & more recently Stephan & Mark. Each one has explained financial dogma so that I can understand what is happening. I’ve had a peace of mind knowing they are knowledgeable & working hard on my behalf.
— Janice Hopkins
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