The Cherrytree Offering from FoxPlan just got Better!
Cherrytree’s insurance offering with Asteron and nib gives you up to 21% off premiums every year for the life of the policy, saving you thousands of dollars .
A minimum member discount is 10% off premiums for the life of the policy. Plus, level premiums that don’t increase with age. Traditional policies become very expensive once you are over 60.
We are extending our partnership with FoxPlan to now include all of their financial service offerings including;
Financial Planning
Accounting
Investments
KiwiSaver
Mortgages, and
Personal Insurances.
FoxPlan delivers tailored Financial Advice from their team of Professional Advisers who hold over 150 years of experience.
Your Roadmap to Financial Success Starts with a Call - Enter Now!
Book and complete a complimentary no-obligation discovery call with a FoxPlan Adviser before the end of October and we will put you into the draw to win a $350 electronic gift voucher of your choice.
Don’t Miss Out on Financial Wisdom, Click HERE to book your time slot directly to enter the draw or scroll below to fill out the quick form and we will be in touch to book a suitable time!
Smooth the Road with FoxPlan
Enter your details for a Complimentary Chat with one of our Advisers.
Learn More about Our Services
Who is FoxPlan?
We smooth the road so our client's financial affairs are in order and there are no surprises - a planned and purposeful life with wellness, meaning, and security.
Our extensive range of services and advice include; Financial Planning, Accounting, Investments, KiwiSaver, Mortgages and Personal Insurances. We deliver tailored Financial Advice from our team of Professional Advisers who hold over 250 years of experience.
We opened for business in 1996 and have over 7,000 clients nationwide.
We are Financial Planners and we help clients make Smarter Financial Decisions, together.
A Safe Place to Talk About Money
We are a boutique Financial Planning firm with our Head Office based in Wellington. We offer bespoke Financial Plans based around our client’s goals and desires.
Our specialist Advisers offer a safe space to discuss your future plans before delivering a Financial Roadmap to help you achieve these goals & desires.
For Giveaway Terms & Conditions, click here