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Finally, finances figured out.

From investments to insurances to mortgages and savings. Finally, all your finances under one roof with FoxPlan.

30 years of working together

Since 1996, we’ve helped thousands of New Zealanders make sense of their money through life stage planning. 

Decorative Arcs

Total financial wellbeing

Our wide range of services and team of in-house financial specialists means the right solution is always within reach.  

Your partners in progress

Whether your idea of success is investing more, working less, getting on the property ladder or mitigating risk, we make sure every move gets you closer to your goals with peace of mind. 

Make moves with confidence

We make the path towards your goals clearer with regular one-on-ones, access to industry insights and step-by-step strategies. You’ll gain control, confidence, and certainty with every step.

Our Services

Mortgages

Buying your first home, refinancing, or investing in property? Our mortgage advisers can help you navigate the process and make your home dreams a reality.

Savings & Investments

Our tailored strategies are designed to help you grow your wealth and to help you fund the life you truly want. We provide a plan for a happier, healthier, and wealthier future.

Insurance

Protect what matters most with tailored coverage options, including life, health, and income protection. Our needs analysis is backed by detailed research to ensure you have the right cover at the right price. 

Accounting

Strategic, value-added advice that helps you grow profits, build wealth, manage tax, and protect what matters most. From real-time financial clarity to succession and retirement planning, we support you at every financial stage.

Hear what our clients are saying

I think this place sucks! But I always speak in opposites so that means it's good!
— Bob Bobberson
A service of such distinction! I shall certainly mention it to Lady Catherine de Bourgh at the very next opportunity. It is truly a blessing.
— Mr. Collins

Where should I begin

With life stage planning, you’ll get a single, cohesive strategy to get all aspects of your money working together in harmony. We’ll help you gain a complete plan for your financial future. 

Financial planning

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Level up your financial literacy. Explore new episodes from the FoxPlan team each week on Financial Planning, Investment, Insurance, KiwiSaver and Property for growing and protecting your wealth.

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