FoxPlan Wellington Level 3/101-103 Courtenay Place, Te Aro, Wellington 6011

FoxPlan Wellington





57 Reviews
  • Friday8:30 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8:30 AM–5 PM
  • Tuesday8:30 AM–5 PM
  • Wednesday8:30 AM–5 PM
  • Thursday8:30 AM–5 PM




FoxPlan Wellington Level 3/101-103 Courtenay Place, Te Aro, Wellington 6011




About the Business

FoxPlan | Financial Planning, Investing & Accounting Specialists | We are Foxplan Wellington. Professional Financial Planners, Accountants, Mortgage Brokers, Insurance, KiwiSaver and Investment Advisers helping you make Smarter Financial Decisions, together.

Contacts

Call Us
+64800667873
Level 3/101-103 Courtenay Place, Te Aro, Wellington 6011

Hours

  • Friday8:30 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8:30 AM–5 PM
  • Tuesday8:30 AM–5 PM
  • Wednesday8:30 AM–5 PM
  • Thursday8:30 AM–5 PM

Features

  • Wheelchair-accessible entrance
  • Toilets
  • Wheelchair-accessible lift




Recommended Reviews

Balance Better NZ
30.09.2023
FoxPlan Wellington
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
Anurita Verma
26.09.2023
FoxPlan Wellington
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.
Ange Sara Bissielo
14.09.2023
FoxPlan Wellington
It has been awesome working with Stephan, we are grateful for his comprehensive insights and advice which have helped us make some important financial decisions.
Tania Nedelcheva-Pearson
22.08.2023
FoxPlan Wellington
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!
Dan Totty
14.08.2023
FoxPlan Wellington
Stephan and Aaron were extremely helpful and professional. They helped my wife and I navigate and obtain a construction loan for a new property we are building. Very clear on the process, quick to collate all the necessary documents and get approved. Highly recommended.
Markus Giess
23.07.2023
FoxPlan Wellington
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.
Mei Ling Lee
22.07.2023
FoxPlan Wellington
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.
Michael Coker
20.07.2023
FoxPlan Wellington
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.
Karin Sang
20.07.2023
FoxPlan Wellington
Stephan Jagers is passionate about helping others realise their life goals. He 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 what he does, has a wonderful understanding of people, really listens and is able to explain concepts in ways that areclear 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.
Liam Bargh
19.07.2023
FoxPlan Wellington
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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Level 3/101-103 Courtenay Place, Te Aro, Wellington 6011
FoxPlan Wellington