Investment planning

Whether you are starting your investment journey, have accumulated significant wealth, or have received an inheritance, investment planning helps support your financial goals over time.

Investment planning

Help for building your portfolio

Planning for your goals

We help you define clear objectives and develop a plan with an appropriate mix of investments to support those goals.

Monitoring progress

We regularly review your investments to assess progress and adjust as your circumstances change.

Managing overall risk

We consider insurance and risk management strategies to help protect your portfolio from unexpected events.

Supporting long-term growth

We review your portfolio over time to support growth while keeping your risk tolerance in mind.

How we work with you

How you manage your money changes over time. We provide advice at each stage, from building wealth, to protecting it, to managing how it is used later in life.

Advice for building your wealth

If you're just starting out on your investment journey, we know your main goal is often growth! 

 

With time on your side, we help structure diversified portfolios designed to support long-term wealth creation while managing market volatility along the way.

Protect what you’ve invested so far

For clients who have built significant wealth through long-term investing, business sale, or inheritance, having a strategy to preserve that wealth is an important consideration.

 

We focus on managing risk and using tax-efficient strategies to support your income needs and aiming to preserve your capital over time.

Make your money last into retirement

As you move into retirement, careful planning is required to manage how your assets are used over time. We help structure portfolios to support controlled withdrawals, designed to help your wealth last throughout your lifetime.  

 

We can also assist with legacy planning, helping you pass assets to your loved ones in a considered and effective way.

See the full financial picture

If you're concerned about balancing your retirement with other important life goals, we can provide a 360-degree review of your finances. Learn more about financial planning.
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See the full financial picture

Hear what our clients are saying

We recently had FoxPlan’s help to secure our mortgage. The team were really helpful, knowledgeable and got us some competitive rates. Most importantly the team was really responsive and kept us really well informed. We felt like we were in safe hands. Highly recommend FoxPlan to anyone who’s wanting to take some of the stress out of buying a home.
— Sohini Morrison
Excellent service. I've had several financial advisors and FoxPlan are the only ones to engage in planning with me. We've set proper goals and measurements. Rather than taking my money and tossing me a cookie cutter plan. Can't recommend FoxPlan enough.
— Excelsior
We are so grateful to Stephan for sharing his passion of helping others to realise their life goals. We really appreciate his skill, patience and humour while providing invaluable guidance and clarity in regard to our finances, investments, insurance. We would have been lost without him. Highly recommended.
— Markus Giess
We received fantastic service from Foxplan, they have very efficient and smart team, they took care of the end to end process of arranging finance for our new home in the best possible rates in the market followed by a very efficient repayment plan that suites our goal. They also helped us with other products like insurance, kiwisaver etc and made sure that we were getting maximum benefit for our investments.
— Tarun Acharya
I am a first home buyer, I had no clue of the process of buying a house in Wellington and what it involves, Divya explained everything and worked so hard in finding me an affordable mortgage. I am extremely grateful to her. Divya provided updates on the progression of my mortgage application. I would highly recommend her, specially because of her responsiveness!
— Vishu Pise
Stephan and his team were extremely helpful and professional. They were able to help me find a mortgage structure that suits my needs, and were very effective in communicating the home buying process. Highly recommended, especially for first home buyers who may need a bit of extra guidance.
— Alastair Foster
Foxplan has been so helpful since I was first introduced firstly to Warwick & Heidi & more recently Stephan & Mark. Each one has explained financial dogma so that I can understand what is happening. I’ve had a peace of mind knowing they are knowledgeable & working hard on my behalf.
— Janice Hopkins

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