Booster
Contact Number: 0800 336 338
Monday to Thursday 8am - 8pm
Friday 8am - 5:30pm
Fisher Funds
Contact Number: 0508 347 437
Consilium
Contact Number: +64 3 353 1007
ANZ
Contact Number: 0800 269 296
Monday to Friday 8am - 8pm
Saturday and Sunday 8am - 6pm
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Find out by answering a few simple questions.
It all depends on the alterations you want to make and the product. If you wish to adjust the excess on your house, contents, or car insurance, for example, a phone call or email to the insurance provider will suffice. Similarly if you wish to advise a change of address or contact details for a policy, you can do that too.
If you have recently experienced a significant life change, such as getting a mortgage or quitting smoking, it may be a good time to schedule an annual review with your financial adviser. An annual review can help you assess your progress, identify any areas where you need to make adjustments, and ensure that you are on track towards achieving your goals.
Fill in our Annual Review Questionnaire to see if you’re due for a review - https://www.surveymonkey.com/r/PHL78CD
A claim form can be obtained on the website of your insurance provider. In some cases, such as motor vehicle insurance, the insurance provider promotes online claims. If you are filing a claim under a personal insurance for life, trauma, TPD, or income protection, you should also engage the assistance of your adviser.
I’ve chosen FoxPlan as the vehicle to drive my journey and get what I want out the racetrack we call life.
FoxPlan offers a lot of opportunity for all advisers and doesn’t limit you to one role, or area. You get to be involved in the decision making about where the company is heading and your career goals are a significant part of that.
I joined FoxPlan in 2022 with the aspiration of becoming an adviser but wasn’t level 5 qualified. FoxPlan was happy to have me join their Adviser Support Team (AST), which involved supporting other advisers and servicing of our wonderful clients. In return I had the security of salary, and benefits of ongoing training and mentoring to become the best adviser I could be.
In the long run this has been beneficial for both myself and the company, for me it has been especially important to know the company has my interests as equal to their own. I now have a great understanding of the FoxPlan processes and procedures, and I’m confident using our systems to ensure great client outcomes. I’m ready to kick this vehicle into the next gear as I become an adviser later this year.
One of my goals is to be able to build a passive income stream and over the next few years through giving financial advice to our clients I will be able to achieve this. This in the long term will benefit not only my retirement but will give me more time to spend following my other passions such as travelling this beautiful country and beyond with my husband, and my extended family.
I became a financial adviser at FoxPlan because I am passionate about financial literacy and believe it is of utmost importance. I find it incredibly fulfilling to work with clients and help them achieve financial goals and security, which brings them peace of mind and enables them to pursue their dreams.
Being an adviser allows me to use my expertise to guide my clients towards making informed financial decisions, whether that be saving for retirement, purchasing a home, or investing in their future. I am proud to be part of the FoxPlan team, which shares my values and puts clients' interests first.
The freedom of being an adviser is perfect as I can forge my own destiny and make decisions about my career that align with my values and vision.
I understand that the actions I take today will impact my future and the lives of my clients, and that's why I take great care to provide the best possible advice and service. I am excited to continue working at FoxPlan and making a positive impact on people's financial lives.
As 35-year-old who has forged a career in administration over the past 17 years, I was keen for my next role to have a variety of challenges to sink my teeth into. It somehow needed to contribute a positive difference in the lives of others and support the development of people.
In my opinion, after working at FoxPlan for a while now, I’m confident that is exactly what FoxPlan endeavors to achieve!
FoxPlan appealed to me more than any business, due to the nature of the business and founders story of why the company was incorporated.
FoxPlan is supportive of development for the whole team, we have ambitious goals. I could see myself spending many years helping FoxPlan achieve them and get great outcomes for the people that work here and their clients!
My role is Senior Administration Manager and I have the privilege of managing the Administration and Support Staff. I look after compliance, marketing, processes and procedures and anything else I can get involved with – I like to be kept busy and lead by example.
I work at FoxPlan because I believe in their vision. They offer helpful tools and resources, and the team is passionate about helping their clients reach their goals. I love being part of a company that is committed to helping people achieve their dreams!
I’ve been involved in FoxPlan for a number of years, since the first Business Plan was written in 1996. I’ve seen the company grow and develop and I’m really looking forward to seeing FoxPlan becoming a legacy company so that when we all retire FoxPlan is still there, having longstanding relationships supporting our clients.
The financial services industry is a great place to be. I have personal experience when it comes to the importance of insurance and financial planning. My parents had a fire, and because they did not believe in insurance, they lost everything. It makes me happy to know our client’s receive good advice and don’t have to go through what they did.
Working at FoxPlan I can see on a weekly basis the difference we make for our clients and achieving their goals. If they are unfortunate enough to have a major event occur, we are there at claim time and able to walk them through that claims process.
That is the difference we make at FoxPlan.
Financial Planning
Mortgages
KiwiSaver
Investments
Accountants & Wealth Management
Succession Planning
Business Planning
Client Care
Compliance
Marketing
Leadership
File Management
Claims Support
Operations
Be excited and eager to learn and develop every day
Want to be a part of making a difference in our clients lives
Enjoy building and maintaining meaningful relationships with our clients
We hire only the best, based on attitude and ambition, you can learn the rest!
Training for the whole team
Growth and Development
Win/Win incentives
Build your own passive income
Ability to have more time away from the office to spend on your other passions
Green - Funded (base salary)
Financial security of salary.
Extra income generated from commissions.
In exchange for that salary, a percentage of your time will be spent in a role supporting FoxPlan.
Less time available for you to work on building your own business.
Gold - Unfunded (no base salary)
No financial security from a regular salary.
Income generated from commissions.
You own 100% of your time.
More time can be spent on building your business.
Whether you’re interested in a career at FoxPlan or not, we would love to help you out.
If you’re interested in maximising your KiwiSaver, click here
