Personal & Medical Insurance
Protect your finances and your family from illness or disability with our range of personal and medical insurance.
Business Insurance
Support the continuity of your business after loss with co-shareholder or key person insurance.
Group & Workplace Insurance
Get income protection, life, trauma or total and permanent disablement cover for business owners and their teams.
KiwiSaver
Get personalised advice from your KiwiSaver adviser around choosing a fund, managing your contributions and withdrawing your savings for a first home deposit.
Retirement Planning
Start planning for a more prepared tomorrow with personalised retirement advice and legacy planning.
Savings
Our advisers can help you build sustainable habits that make it easier to budget and squirrel more money away for a rainy day.
Investment
Get personalised guidance for starting your investment journey, investing an inheritance and making your money last into retirement.
Property Investment
Invest in your future with lending support for first time or experienced property investors.
Property Upgrade
Whether you’re selling your home, renovating or building, we aim to streamline the process.
First Home Buyers
Support and guidance from budgeting, pre-approval and protection planning for reaching your property goals.
Refinancing & Refixing
Free up funds, consolidate your debts or explore potential savings on your mortgage with advice on refinancing or refixing.
Accounting
Get personalised advice designed to support long-term clarity and growth in your business.
Business Planning
Gain strategic advice for setting up your business or making your existing systems and processes run more smoothly.
Employee Financial Wellbeing
Our range of benefit packages, financial bootcamps and financial health checks are designed to support the financial wellbeing of your staff.
Insights
Get financial updates, insights and practical tips on financial planning, investments, mortgages, KiwiSaver and more.
Podcast
The Dollars & Sense podcast is hosted by qualified financial advisers Tim Ellis and Brodie Haggerty. Listen to smart financial advice for Kiwis in their prime.
About FoxPlan
John and Sally Killick founded FoxPlan in 1996 to help Kiwis make confident, informed choices about every part of their financial lives.
Careers
We’re proud to grow a team of people who share our passion for helping Kiwis make confident financial decisions. Learn more about current opportunities for joining our ranks.
Equity Partners
Our equity programme helps financial advisers and accountants build and grow their businesses while sharing the support and success of FoxPlan.
Meet the Team
Meet the Financial Advisers, Accountants, Wealth Managers and Management staff that make up our team.
Suppliers
We work with New Zealand’s most trusted financial institutions. View our list of bank and non-bank lenders and insurance suppliers here.
Investment Committee
Learn more about how Consilium provides CEFEX-certified research and strategies to ensure your investments are effectively managed for long-term success.
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