Business planning

Planning is the building block that allows your business to truly thrive. We partner with you to understand your vision and create a clear, structured roadmap for your business goals.

Business planning

Help for building your business. 

Setting up

We help you define your market position, identify your ideal clients, and create a clear strategy converting leads to revenue.

Management structure

We help you create clear roles and processes so your team can work more smoothly and effectively.

Systems & financial control

We help streamline your daily systems and identify pathways to turn your workflow into profit.

Productivity blockers

We help you spot problem areas in your business and provide the tools to address them.

How we work with you

Business planning allows you to spend time on growing your business, rather than being stuck in day-to-day operations.

Advice for starting out in business

When you're just starting out, it's easy to get lost in the daily grind. We help start-ups create a One Page Business Plan, outlining the next three years' targets. 

This plan is designed to address common risks that cause the majority of businesses to fail. We focus on the five key performance factors: Right People, Right Product, Right Plan, Right Process, and Right Payoff.

Breaking the process into manageable components

Our businesses planning approach breaks down the process into six components; marketing, management, sales, finances, operations and leadership. We’ll help identify which areas are preventing your business’ productivity and create a plan for each building block.

Achieving business and personal goals

Our focused planning is designed to provide greater control and confidence. By outlining clear goals and mitigating major risks early, we aim to align your business with your personal financial goals.

Overcoming barriers to growth 

If your business has survived the first few years and you've attracted clients, you may need help getting it to the next stage. A business growth plan can also help you harness new opportunities that will help you to scale.

Employee financial wellbeing

Your team is one of your greatest assets. Learn more about empowering your team through employee benefit programmes and group insurance.
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Employee financial wellbeing

Hear what our clients are saying

We recently had FoxPlan’s help to secure our mortgage. The team were really helpful, knowledgeable and got us some competitive rates. Most importantly the team was really responsive and kept us really well informed. We felt like we were in safe hands. Highly recommend FoxPlan to anyone who’s wanting to take some of the stress out of buying a home.
— Sohini Morrison
Excellent service. I've had several financial advisors and FoxPlan are the only ones to engage in planning with me. We've set proper goals and measurements. Rather than taking my money and tossing me a cookie cutter plan. Can't recommend FoxPlan enough.
— Excelsior
We are so grateful to Stephan for sharing his passion of helping others to realise their life goals. We really appreciate his skill, patience and humour while providing invaluable guidance and clarity in regard to our finances, investments, insurance. We would have been lost without him. Highly recommended.
— Markus Giess
We received fantastic service from Foxplan, they have very efficient and smart team, they took care of the end to end process of arranging finance for our new home in the best possible rates in the market followed by a very efficient repayment plan that suites our goal. They also helped us with other products like insurance, kiwisaver etc and made sure that we were getting maximum benefit for our investments.
— Tarun Acharya
I am a first home buyer, I had no clue of the process of buying a house in Wellington and what it involves, Divya explained everything and worked so hard in finding me an affordable mortgage. I am extremely grateful to her. Divya provided updates on the progression of my mortgage application. I would highly recommend her, specially because of her responsiveness!
— Vishu Pise
Stephan and his team were extremely helpful and professional. They were able to help me find a mortgage structure that suits my needs, and were very effective in communicating the home buying process. Highly recommended, especially for first home buyers who may need a bit of extra guidance.
— Alastair Foster
Foxplan has been so helpful since I was first introduced firstly to Warwick & Heidi & more recently Stephan & Mark. Each one has explained financial dogma so that I can understand what is happening. I’ve had a peace of mind knowing they are knowledgeable & working hard on my behalf.
— Janice Hopkins

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