Financial Planning for Kiwis.

It’s as easy as 1,2,3.

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.