We are a boutique Financial Planning firm with our Head Office based in Wellington. We offer bespoke Financial Plans based around our client’s goals and desires.
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Financial Planning
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.
Mortgages
We Are Experienced Mortgage Advisers that Specialise in Difficult Home Finance, Borrowing & Lending Don’t deal with the banks yourself, I am sure you have better things to be doing right now. Let us deal with the bank for you. Take advantage of our experience and leverage. We know exactly how to answer those difficult questions that bankers love to ask. We can package it to get the deal across the line for you.
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.
KiwiSaver
The Kiwi superannuation plan designed to keep your golden years shinning. To explain KiwiSaver simply, you contribute from your pay each week and in addition, your employer and government contribute on your behalf. The amount and frequency depend on your employment. Your contributions then get invested on your behalf by a KiwiSaver provider.
