FoxPlan

FoxPlan is a boutique financial planning firm based in Wellington, providing expert financial services including investments, KiwiSaver, mortgages and personal insurances to help clients make smarter financial decisions.

WHO WE ARE:

• We are a team of professional financial planners and accountants dedicated to delivering bespoke financial plans tailored to our clients’ goals and desires.
• Our specialist advisers offer a safe and supportive environment to discuss future plans, providing a clear roadmap to achieve our clients’ objectives.
• With a client-centric approach, we prioritise building long-term relationships, ensuring our clients receive ongoing support and guidance throughout their financial journey.

WHAT WE DO:

• We provide comprehensive financial planning services, including investments, KiwiSaver and mortgage broking, to help our clients achieve financial stability and security.
• Our accounting and wealth management services are designed to help individuals and businesses optimise their financial performance, ensuring they are well-positioned for long-term success.
• We also offer specialist services in commercial wellbeing, personal insurance, savings and retirement planning, providing our clients with a holistic approach to financial management.

WHY CHOOSE US:

• Our team of experienced financial planners and accountants possess in-depth knowledge and expertise, ensuring our clients receive high-quality advice and guidance.
• We take a collaborative approach, working closely with our clients to understand their unique needs and goals and developing tailored solutions to help them achieve financial success.
• By choosing FoxPlan, our clients benefit from a supportive and non-judgemental environment, where they can feel confident in their financial decisions and empowered to take control of their financial future.

FAQ
1. What is financial planning and how can it benefit me?
Financial planning is the process of creating a tailored plan to help you achieve your financial goals, providing clarity and direction for your financial future. By working with a financial planner, you can gain a deeper understanding of your financial situation, identify areas for improvement and develop a roadmap to achieve financial stability and success.

2. How do I get started with investing and what options are available to me?
Getting started with investing can seem daunting, but with the right guidance, it can be a straightforward process. Our experienced financial planners can help you navigate the various investment options available, including KiwiSaver, shares and other investment vehicles, to create a diversified portfolio that aligns with your financial goals and risk tolerance.

3. What is KiwiSaver and how can it help me save for retirement?
KiwiSaver is a voluntary, work-based savings initiative designed to help New Zealanders save for their retirement. By contributing to a KiwiSaver scheme, you can take advantage of government contributions and employer matching, providing a valuable opportunity to build a nest egg for your future. Our financial planners can help you understand the benefits of KiwiSaver and develop a strategy to maximise your retirement savings.