FoxPlan Wellington - Te Aro
FoxPlan | Financial Planning, Investing & Accounting Specialists - Foxplan.nz
We are Foxplan Wellington. Professional Financial Planners, Accountants, Mortgage Brokers, Insurance, KiwiSaver and Investment Advisers helping you make Smarter Financial Decisions, together.
About FoxPlan Wellington
Our belief is that one without the other does not secure the plan. What’s the point of having wealth but not having the health to enjoy it, with family & friends.
Our focus to achieving the four cornerstones with clients has not wavered, we have evolved as a business with changing market needs and regulation and have built the one stop shop financial services practice – FoxPlan.
Through our experience and qualifications, we are able to deliver certified financial planning and tailored advice to help our clients achieve their goals. One of our goals is to serve a social responsibility to educate New Zealanders around financial literacy. We plan to lift New Zealand’s financial literacy via financial education in the workplace and to provide fee-based financial planning to help clients achieve their financial goals through:
Control of Cash Management
Confidence with Investment
Certainty via Risk Management
Contact FoxPlan Wellington
| Address : | FoxPlan Wellington Level 3/101-103 Courtenay Place, Te Aro, Wellington 6011, New Zealand |
| Phone : | 📞 +8787 |
| Postal code : | 6011 |
| Website : | http://www.foxplan.nz/ |
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Mei Ling Lee on Google
★ ★ ★ ★ ★ Stephan Jagers have been absolutely enthusiastic when he helped us with our financial and mortgage planning. He listened to our situation and offered many solutions to go forward. He was there to hold our hands when we needed support and a cheerleader when we reached a milestone. Kudos to all his team for their work when we had to meet our tight deadlines. We really appreciate all Stephan has done for us. We would call on him again in the future. We recommend Stephan for all your financial advice.
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Anurita Verma on Google
★ ★ ★ ★ ★ We are so glad that we meet Stephan/Aidan who helped us every aspect of our mortgage planning. The way he explained us every step, hold our hand, motivate us and clear our doubts it's incredible. We have frequent meetings with him which makes our journey smooth and enjoyable. Thank you so much for all your support and hard work for us. He always treat us as a family. We highly recommend Stephan and Foxplan Team they are best for Financial Planning.
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Karin Sang on Google
★ ★ ★ ★ ★ Stephan Jagers has been so invaluable - advising, supporting, recommending, educating us, holding our hand and walking us through arranging our first mortgage and financial planning. Stephan is so enthusiastic in supporting us to achieve our dreams. He clearly loves helping others, has a wonderful understanding of people, really listens and is able to explain concepts in way that is clear and easy to understand. We are so grateful to have Stephan by our side cheering us all the way. We can highly recommend Stephan and his team at Fox Planning.
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Alastair Foster on Google
★ ★ ★ ★ ★ 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.
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Liam Bargh on Google
★ ★ ★ ★ ★ Stephan and Andy were exceptionally helpful and fantastic to deal with. They assisted my partner and I from the beginning steps of planning a purchase to becoming first home buyers. They were very clear and answered any and all questions we had. They worked tirelessly to achieve the best results for us and we couldn't be happier. We would highly recommend anyone looking for a mortgage or any other financial guidance to work with this team.
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Tania Nedelcheva-Pearson on Google
★ ★ ★ ★ ★ It was so easy to make an appointment with FoxPlan - booking an appointment through the website is effortless and they are quick to respond! I wanted financial advice and I got in touch with a couple of places - two weeks down the line, I am still waiting for the other place to respond!
We met with Stephan Jagers who is excallent! We have had two meetings and he has already given us some quick tips on how to achieve easy but significant wins! He has a wealth of knowledge and is great at breaking down complex concepts into easy to understand ideas. He also really got us thinking about our money in a different way and provided advice on what we should focus our efforts on as a priority. He has been really generous with his time and expertise and we look forward to continuing working with him!
Thanks Stephan!
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Balance Better NZ on Google
★ ★ ★ ★ ★ Stephan was happy to take myself and my needs under his wing and in the short time I have been dealing with him, he has managed to open my eyes to more financial possibilities than I had seen before. I really appreciate how quickly he gets things completed and the time he spends explaining things both in detail but in examples I can understand. I knew as soon as our initial meeting was over that I wanted to be his client for years to come, already have I shared to friends and family how much value this man can add if you just take the time to sit down and have a chat with him.
So a massive thank you to Stephan and the team at Foxplan NZ
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Michael Coker on Google
★ ★ ★ ★ ★ Stephan has assisted me yet again to obtain the finance I need to achieve my personal and business goals. The holistic approach Stephan takes to financial planning is valuable, as are the insights I gain during our regular catch-ups. I enjoy working with Stephan and his team - they are effective, efficient and run a slick application process when it comes to all things money.
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