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If you’re searching specifically for product advice or recommendations look no further. FoxPlan’s financial advisers will take you through a step by step process to identifying the perfect products that will give you the results you’re looking for.
FoxPlan’s advisers will provide product advice. We’ll help you fix an immediate need. Whether it be KiwiSaver planning, Investments, Insurance, Budgeting, Mortgage Advice, Business Planning or Retirement Planning.
The process looks like this:
Initial meeting to discuss your needs, wants and fears
Identify your goals and desires for this specific product
We’ll complete a needs analysis to determine what your needs are for the particular product you need advice with.
Explore your options
Create a recommendation
Implement the plan
Review the plan annually
“The fact that we managed to purchase our first home in a very competitive market, and have not had any issues with our home loan or insurance services since, is a real testament to the dedication and hard-work FoxPlan put in to meeting the needs of their clients”
Michael & Anastasia Appleyard
Young Professionals
Whether it be for a mortgage, investments or a budget, you’ll follow our process and have expert advice along the way.
Contact us now for a free consultation