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Investment Planning

Whether you have already accumulated wealth, received an inheritance, sold a business or rental property, or are just starting your investment journey, FoxPlan is a Safe Place to Talk About Money. The sciences of accumulating wealth, keeping wealth, or de-accumulating wealth are different. We work with you, no matter what stage you are at, to identify your goals and aspirations, then recommend appropriate investments and strategies that will achieve the outcomes you are looking for.

 
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Plan

Investing is not about products and returns – it’s about desired outcomes. What is the investment for? Over what timeframe? Who’s it for? When you have control and understanding of why you want to invest – we develop a plan for you with appropriate investments. This maybe shares, property, bonds or cash, directly held or managed funds to support your goals and provide the greatest probability of achieving your outcomes. For those just starting out, this will also include ensuring you have control of cash management, so that if things go wrong in life these events do not sabotage your investment strategy.

 
 

Measure

Once you have your plan, with the appropriate investments and steps to be implemented, the key is to measure the growth and income of your investments so you know if you are on track to achieve your plan.  The investments or portfolio are simply various assets (such as shares, bonds, property, and cash) diversified and arranged in such a way to achieve your predetermined outcome.

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Maximise

Plans, like life, are not linear. Changes will occur and external challenges or opportunities that could affect the plan or investments will present themselves. We regularly review with you to take advantage of opportunities or respond to changes as they arise.

 

Investment options are available to everyone; whether you are starting out or well into forming an investment strategy. FoxPlan has the experience and expertise to support all investors.

 
 
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How does the Investing Process work?

 
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1. Goals

Understand your current position and where you’d like to go.

What do you want to achieve? 
When do you want to achieve it?
How will it feel once you’ve achieved this?


2. Options

What options should you consider to invest in? 

What are your preferences?

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3. Risk

How will your preferred options handle volatile investment markets? 

Are there other risk factors to address?


4. Implement

Who will help us get started? 

What strategies will we put in place?

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5. Monitor

Regularly monitor investments to ensure appropriateness.

Do you have the same goals or have your preferences changed?


6. Review

How often will we meet and know we are on track? 

Are these investments still appropriate for today’s market conditions?

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7. Other Professionals

We co-ordinate with your accountant or solicitor to align all of your professional advisers.

 
 
 

Our Clients often ask us

Should we invest now? 

Should we sell now? 

What do I do with a lump sum of money? 

Can we invest each fortnight / month? 

Have we got enough to retire? 

How do we get income from our investments? 

What options are there? 

Are investments socially responsible? 

 
 
 
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 Let's look at an Investment Plan

Click on the links below to change the details.

I'm 25 and would like to save $300 monthly for 20 years.

How much will my money be worth?

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Our Clients Say
Investing is easy.”

It’s about getting clarity of your vision/destination and then determining the appropriate road map to get you there.

Your financial adviser will be with you every step of the way. They will help implement and review your plan to make sure you remain on track.

 

Rebekah Fraser
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“Warwick and the team at FoxPlan can help you secure your families future, it’s never too late or too early to start.”

Indo-NZ Enterprises

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“I highly recommend FoxPlan Accounting for anyone running a small business. Indo-NZ Enterprises have been working with Blake Chamberlain and Yii Ten Wee for a number of years.”

Alina Reed

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“Warwick is a great adviser. He is impartial and will offer sound advice which I have really appreciated.”