FoxPlan Equity Partners

Are You a Financial Adviser Who Puts Client Well-Being & Continuity as a priority?

At FoxPlan, we believe in prioritising the future care of clients while ensuring financial stability for our advisers. Our innovative Equity Partner Programme is designed for established financial advisers who share this vision.

Join us as a shareholder and secure your financial future with a guaranteed annuity for life, all while enhancing your clients' experiences and growing your business.

Why Partner with FoxPlan?

And so much more…..

Download Our EQUITY partners fab sheet here

What does The Equity Partners Programme opportunity mean to you?

Why join us?

Our partners programme is designed to maximize your earnings and growth potential while ensuring the best outcomes for your clients. By partnering with FoxPlan, you are choosing a future where client care and financial success go hand in hand.

How will we help you?

We provide the systems, technology, people and procedure that drive best practice adviser standards while you focus on growing your business.

What will we do for you?

We look after you by offering a wide range of products and services to improve your business, diversify your offerings to your clients and have a secured succession plan built into your agreement

Get In Touch - Partners

Name

First Name

Last Name

Email

Phone

Message

The JK Farewell Interview

“From a retirement village to a T20 arena”

"We want to hit some 6s, thrill the crowd, and put some colour back into our industry while having some fun”

Q. How did you exit?

A. I kept some shares and established a testamentary trust for my grandchildren. They’ll receive dividends as beneficiaries of the trust – ongoing. I’m paid a monthly ‘annuity’ for life, from my recurring revenue. Guaranteed. Paid through ‘Trustees Ltd’ an arrangement between suppliers, the company, and me.

Q. How do the other ‘retirement village’ residents (ie the shareholders) anticipate their ‘assisted departure’?

A. They’ll likely take a similar approach. Up to them, as to the size of the annuity and or retention of shares – however, in each case their monthly annuity will be, for life and protected through the trust.

Q. What happens to your clients?

A. That was our original concern. Initially, Sally and mine. Eventually to follow – Warwick, Steve, and Stephan. We all want continuity for our clients. Same organisation. Same values.

Q. So how did you accomplish it?

A. We learned through our accounting practice. Create leadership teams, ‘Diamonds’. Bring through the next generation. ‘Associate advisers’. Transition the clients via oversight from a senior adviser and support from the associates. Controlled and collaborative. Clients are happy and associates are learning through attending real life client engagement.

Q. What’s with the Retirement Village and T20 analogy?

A. Tongue in cheek really. But an adaptation to an environment and an industry which we think can better serve its customers through retention and continuity ie not being sold. And to get more people involved in an industry and profession that’s been a wonderful experience and reward for the best part of Sally and my life. We are grateful to our clients, associates, and the colourful characters that have been mentors and friends. We would like that colour and enjoyment to continue.