We are Financial Planners and we help clients make Smarter Financial Decisions, together.

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.

Our specialist Advisers offer a safe space to discuss your future plans before delivering a Financial Roadmap to help you achieve these goals & desires.

Our Clients Say “Financial Planning is easy.”
It’s about getting clarity of your vision/destination and then determining the appropriate road map to get you there.

We can help clients with – Growing their wealth and protecting their wealth through investment strategies and asset protection

Email
info@foxplan.nz
Phone Number
049184659
Address
138 The Terrace, Level 8 Wellington 6011