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We are committed to working with people to achieve Financial Certainty
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.
Financial planning can be as easy as 1,2,3.
First Step, create the foundation of good spending habits
1. Assess your spending habits
2. Create a rock-solid budget
3. Build a reserve fund for emergencies
Now that we've created the platform, it's time to invest the surplus
1. Determine your investment strategy
2. Assess attitude to volatility
3. Design your portfolio - your way
Finally, protect yourself, your family and your income
1. Assess your attitude to risk
2. Insure what you value most
3. Implement protection plan and agreements
We’ve made it simple
We have designed 3 simple packages that align with our planning strategies of Cash Management, Investment and Risk Management.
Each of these packages gives you direct access to your own specialist advisor who can give you personalised advice on the products you need and will review those for you on a regular basis.