Meet the Team

The noblest work I can do in this world is to advise people about how they can secure their financial futures.

My expertise is in working with young professionals, business owners, and families – helping them to live planned and purposeful lives, protecting what is important to them. 

I have 25+ years Financial and Accounting experience with roles in both Corporate SME and Chartered Accounting firms.  My role covers both internal board and management reporting for Foxplan as well as working together with our clients to assist with their compliance obligations.

As an accountant who integrated my practice into FoxPlan, I now collaborate with the team to ensure our clients' needs are met and expectations exceeded.

I assist our Accounting department in making sure all client requirements and expectations are met in a satisfactory manner. 

Drawing on his background in Accounting and Commercial Law, Jamie is passionate about assisting a diverse range of clients at FoxPlan, delivering practical and tailored solutions. He is currently studying towards becoming a Chartered Accountant.

I help my clients design and align their personal and business plans to achieve their desired outcomes via the appropriate strategies.

If we improve NZ’s financial literacy, we will be able to make smarter financial decisions, enabling financial freedom, less stress & more time with loves ones.

I’m motivated helping my clients achieve dreams via planning their way through life’s turbulence to reach their desired outcomes.

I help you realise your priorities. As a Financial Adviser, I provide clarity around your goals, wants and needs to help you navigate through life with certainty.

My work at FoxPlan focuses on helping enable Kiwi’s to meet their financial goals with greater confidence.

Back in India, I was a qualified pharmacist and my new career in New Zealand is as a Financial Adviser. Being a pharmacist, I was part of the medical profession which is all about diagnosis and planning - which is why Financial Advice was a logical next step in my career because it follows a similar process. 

Diagnose - what is your vision/dream 

Plan it - Design your journey to get you there

I aim to help families in Aotearoa excel by providing tailored financial advice that supports their journey toward a secure and prosperous future. 

As a parent to a young family, I understand the challenges that other young families face when managing their finances. I want to form long lasting partnerships with my clients as they move through the different life stages.

I help everyday New Zealanders build control, confidence, and certainty into their life through practical, values-led advice. I work closely with young professionals, first home buyers, families, and pre-retirees, helping them create plans that fit real life through simple, structured advice and regular reviews. I am particularly passionate about supporting young people to see what is possible and back themselves to achieve strong outcomes. Outside FoxPlan, I also serve on boards, which strengthens my approach to strategy, long-term outcomes, and governance.

I am a first-generation immigrant with a background in mathematics and financial analysis. I help people navigate complexity and life transitions by understanding not just their finances, but also their psychology what matters most to them, what motivates them, and how money can support a more meaningful life.

My work is a bit like Give-a-Little with one major difference – certainty of outcome. That means at a time of greatest need my customers already know what they will receive whether it’s a lump sum or regular income or cover for their medical procedure.

Drawing from my roots in sheep and beef farming, my methods flex with changing needs and prepare for the future. I encourage proactive foresight, instil confidence, and build resilience in my clientele.

I’m Kaedin! I've recently moved from Matamata to join the Foxplan team as a KiwiSaver Specialist.

The main reason I chose Foxplan is their incredible 30-year track record as a top-tier financial planning firm, combined with their excellent support and training systems. Knowing I have such a great team of experienced advisers backing me gives me massive confidence when I'm sitting down with clients.

As a recent finance graduate, I bring a fresh perspective to advice that’s practical and transparent: clear on outcomes, clear on costs, and clear on next steps.

Having worked in the hospitality industry, I strive to deliver exceptional customer service, putting the client’s needs first. I am passionate about fostering relationships based on trust and care, and find helping people feel financially empowered to be rewarding.

I lead FoxPlan's digital strategy, systems, processes, compliance and HR. In short, I make sure the business behind the advice runs properly.

I lead FoxPlan's operations, performance reporting, adviser oversight, and marketing keeping the business running efficiently while supporting growth. I manage adviser processes end-to-end and drive brand, digital, and campaign activity across the firm.

I lead client service, lending support, and investment coordination at FoxPlan overseeing key processes to deliver a consistent, high-quality client experience. I work with advisers on lending, KiwiSaver, and investment solutions while strengthening client relationships and long-term retention.

Client satisfaction is first and foremost and I am proud to work alongside the FoxPlan team delivering top class assistance, ensuring knowledge is shared, and relationships are nurtured.

I’m here to provide support, streamline tasks, and ensure smooth operations, helping the team to deliver top class assistance to our clients.

As the Receptionist, I am committed to providing a warm, professional, and welcoming experience for every client. I manage enquiries, coordinate appointments, and support the day-to-day operations of the business, ensuring everything runs smoothly while delivering exceptional service.