Saving for the kids' education, a holiday & want to pay off that mortgage?
Tell us what your goals are, lets work it out!
What is a financial plan
A Financial Plan is a big picture approach towards achieving your dreams and aspirations by deciding on the right strategies and also finding the right coach to assist you with understanding what you want to achieve and holding you accountable to the time frames in which you wish to achieve them. The stars don’t have to align for you to be able to get into your first home, purchase that investment property, travel the world, or retire at 50. Like any great sports person who is looking to achieve greatness they have a professional team around them to check, facilitate and align daily decisions with the overall plan. Throughout the financial planning journey you will increase your financial capabilities and wellbeing. Remove the financial stresses and surprises from your life!
“Instead of wasting our money on food we can now put money into saving for our first home - FoxPlan gave our finances more purpose."
"FoxPlan provides me with a service that best suits my needs."
"We’ve just bought our first home here in Wellington, thanks to FoxPlan's assistance."
Strategies for securing a financial future
At FoxPlan we work with you to identify your goals and aspirations, our recommendation for anyone looking to grow their wealth with an investment strategy is to start with a plan. From here we will identify, together, investment strategies that will achieve the outcomes you are looking for.
Our Advisers
