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.
We’ll Help Smooth the Road
Lots of people have a plan but unfortunately that plan can have its ups and downs - life just keeps getting in the way.
With a FoxPlan Adviser you will have more clarity of what’s important to you and a clear roadmap to get you there. With your FoxPlan Adviser, eventually the road will become a lot smoother.
Our Clients Say “Financial Planning is easy.”
It’s about getting clarity of your vision/destination and then determining the appropriate road map to get you there.
Your Financial Adviser will be with you every step of the way. They will help implement and review your plan to make sure you remain on track.
All the Experts Around the Same Table
Your Adviser will call on our team of specialists when appropriate and facilitate the use of a variety of different products and services to deliver your desired results.
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.
