Put Your Money to Work for a More Secure Future
Grow your money, achieve your goals
Don't let your money lose its value to inflation
Retire stress-free with choices and comfort
Imagine a financially secure future where your investments grow steadily over time.
We are passionate about helping YOU shape your financial future.
With us, you're not just another investor - you're a unique individual with unique financial goals, and we're committed to helping you reach them.
Our tailor-made investment strategies are designed to grow your wealth, ensuring that you're well-prepared for whatever the future holds.
Investment Planning
Whether you've got money saved up, inherited some, sold a business, or just starting out, FoxPlan is a safe space to chat about money. We help at every stage, figuring out your goals and suggesting the right investments and plans to reach what you want.
Plan
Investing isn't just about picking products for profit; it's about figuring out what you want to achieve, when you want it, and for whom. By understanding your goals, we create a plan using things like stocks, real estate, bonds, or cash that gives you the best chance of success. For beginners, it also means managing your money wisely so that unexpected life events don't mess up your investment plans.
Measure
After making your plan and choosing the right investments, the key is to see how much your money is growing and earning. This helps you know if you're heading in the right direction to reach your goals. Your investments are like a mix of different things, all arranged to get you the results you want.
Maximise
Plans are like life—they don't always go in a straight line. Things can change, unexpected stuff might come up, and that could impact your plans or investments. We'll keep checking in with you to make sure we can seize opportunities and adapt to changes as they happen.
Retire with Choices by Investing
Most New Zealanders aspire to a better standard of living in retirement than can be supported by NZ Superannuation alone.
This study shows the growing difference between how much you might need in retirement depending on your household and location versus what the NZ Super provides you with.
What Our Clients Say About Us
“Highly recommend going to speak to Melanie!
She is wonderfully empathetic and insightful.
It’s obvious she cares highly about her clients future with the wonderful advice she provides to help build my financial future!”
“I have worked with many ‘financial planners’ and Warwick and FoxPlan are top shelf. Warwick is knowledgeable and easy to deal with - for all levels of financial planning I throroughly recommend FoxPlan.”
“Brodie is really smart and cares about his clients goals. He’s helped me with a few minor things that will now play a big part in my financial future. I’d highly recommend calling Brodie to see what value he could bring to your life.”