FoxPlan Ltd

02/04/2026

For 30 years, we’ve walked alongside you through life’s biggest milestones, from your first home to the first day of retirement.

To celebrate three decades of partnership, we’re proud to launch a new look and a redesigned digital home to take us into the future.

Our new website is designed to make it easier than ever to get the guidance you need to feel confident about your financial future.

You’ll also notice changes to our brand. Our fox icon now plays a stronger role as a symbol of trusted guidance leading clients toward true financial clarity.

Alongside this, our heritage palette has evolved into a vibrant yellow and deep charcoal brown, representing the energy, grounding, and purpose behind our work.

While our look has evolved, our commitment to your goals remains the same; helping Kiwis figure out their finances.

See what’s new at: https://foxplan.nz/

01/04/2026

FoxPlan is entering a new era!

We're going to have a new look from April 2nd.

09/02/2026

Gold and silver are back in the headlines, so we thought this was a timely conversation to share.

In this episode of The Dollars and Sense Podcast, Tim and Sheldon take a calm, practical look at where precious metals do (and don’t) fit in long-term investing. No hype, just clear thinking.

Gold and silver are back in the headlines—but do they actually belong in a long-term investment portfolio? In this episode, Tim and Sheldon unpack the data, the psychology, and the common arguments for holding precious metals, and explain why most...

02/02/2026

2026 and The Dollars and Sense podcast is back!

Tim and Sheldon share insights on one of the most underrated financial strategies despite it being the most widely accepted and agreed financial strategy by top financial advisers! Tune in to find out why!

The reserve fund is the one strategy every financial adviser agrees on — and the one most people ignore. In the first episode of 2026, Tim Ellis and Sheldon Wu break down what a reserve fund really is (and isn’t), why credit cards and revolving cr...

22/12/2025

Can't say that was making headlines over here. Imagine what you would see in the media if New Zealand achieved this in 2026.

19/12/2025

That's a wrap folks! Another year about to close out and The Dollars and Sense podcast have prepared an episode reviewing what occurred in 2025, why and how it occurred and most importantly, what actually matters!

Enjoy the festive season and stay safe! We look forward to hearing from you in 2026.

2025 gave us AI becoming mainstream, another turbulent year under Trump, surprising global market returns, and the end of Warren Buffett’s era as CEO of Berkshire Hathaway. In this episode, we unpack what actually happened — from AI hype and capit...

02/11/2024

Catch us at the Kapiti Women's Expo Today from 10am - 3pm. We have amazing giveaways, hampers to win, spot prizes if you book a discovery call to chat about any of our services, goody bags and the chance to read our first edition of Financial Horizon Magazine! Come by and say Hello to Holly and Terri!

22/10/2024

THE DOLLARS & SENSE PODCAST IS BACK!!!!!!!! WOOOO

After a break, which was nothing to do with either of them liking each other (they promise) but because Tim Ellis - Financial Adviser and his wife welcomed a beautiful baby and Brodie Haggerty - Financial Adviser took a few months to recover from an epic holiday in Mexico and Las Vegas! Scroll down to find the quick links for the Podcast for easy listening!

Season 3 is geared up to be an epic season, they have planned, researched & listened to feedback, both positive and constructive and we are super excited to listen to this season!

Here's to Season 3 guys - let's grow those listener numbers! 🍻

https://podcasts.apple.com/nz/podcast/the-dollars-sense-podcast/id1707945217

https://open.spotify.com/show/4OyvWBje9xXh1ROJ1x5E4K

20/09/2024

This week, FoxPlan's Dillan Korkie - Financial Adviser spent time with the Salvation Army at their training college in Upper Hutt. Dillan was presenting on a range of topics which included all things KiwiSaver and planning for their retirement. The feedback has been amazing and he has been invited to return to present on further financial services topics and how FoxPlan Financial Advisers can help them achieve their goals.

Just look at these happy faces. A job very well done Dillan!
Thank you for looking after the incredibly hard working people at the Salvation Army!

If you or your company are interested in learning how a FoxPlan Financial Adviser can help you, whether you want a group presentation on KiwiSaver, are thinking about how to add value to your employee offerings or want to discuss group insurance schemes why not visit our website below, read what we can do for you and your team, fill out the form or send us a message and we will be in touch for an initial, no obligation chat!

https://foxplan.nz/commercial-wellbeing

13/09/2024

Curious about how the upcoming US elections could affect your investments? Join Tim for an insightful seminar where he'll discuss the US election and key financial strategies for potential uncertainty.
Don't miss out on this opportunity to stay informed and financially prepared!

📅 Date: 25/9/24] 📍 Location: 138 The Terrace, Level 8 ⏰ Time: 5.30pm

Secure your spot today!

Join Tim Ellis as he delves into investment topics designed to improve financial literacy and understanding of investments.