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.
Manage Your Money
Income and expenditure, is critical to financial security. The key is in banking structure not in budgeting. As part of your journey to financial freedom we will work through a banking structure to tell your money where to go, instead of wondering where it went.
Grow Your Wealth
Get clarity around your vision. What is it that you actually want to achieve with your life? How much time off, what will you do with that time. Once we have clarity of your destination, we will help you design the journey. Dependent on your goals, the length of time you have to achieve them and the level of risk you are comfortable with, we will work through investment options such as stocks (shares), bonds, property, business and speculative.
Protect Your Wealth
Once your goals have been determined and your investment strategy has been developed, we will take you through how to protect your assets, income and health.
This area of planning includes all insurances and products of estate management – including Wills, Trusts, Enduring Powers of Attorney, Property relationship and Business Ownership structures.
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’ll 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.
What You’ll Find Inside a Financial Plan
Current Position Analysis
Goal Setting Program
Cash Management Plan
Automating Your Spending
KiwiSaver Growth Planning
Family Protection
Know Where You’re Spending Your Cash
Pay off Your Mortgage Faster
Long Term Investment Plan
Retirement Spending Forecasts
Getting out of Debt Faster
Asset Protection
100% Satisfaction Guaranteed
If you don't like the plan - walk away and don't pay us a cent!
We will take payment only when the plan is delivered and agreed upon, meaning that if you don't like the plan you can throw it in the bin and we won't charge you a cent - we'll carry all the risk!
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.