Manage Our 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 Our 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 Our 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 will set you up for success

Empowered clients

We want our clients to be able to make informed decisions on products they choose, to ensure the things and people they love are heading towards their goals.

Client centered advice

Our expert Advisers use a variety of different products and services to deliver your desired results. We often call on a number of our team to perfect a Financial Plan before delivery..

A safe space

Our clients often call FoxPlan office a safe place to talk about money. Somewhere you can have courageous conversations without feeling embarrassed or guilty. One of the hardest parts of planning is aligning both parties in the first instance.

Smarter Decisions, together

We want you to make the big decisions in your life.

We are here to facilitate the decision making- and point you in the right direction.