📍 101-103 Courtenay Place, Te Aro, Wellington 6011, New Zealand
📍 Address: 101-103 Courtenay Place, Te Aro, Wellington 6011, New Zealand
📞 Phone: +64 800 667 873
🌐 Website: foxplan.nz
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.
Stephan Jagers has been my financial advisor for a couple of years now and has recently helped my partner and me into our first home. He made the process so easy, and almost fun! He's helped us with so many with things that we didn't know that we didn't know, from a geared Kiwisaver scheme to ways of getting medical insurance that covers pre-existing conditions! His passion for helping people is infectious and we're both truly grateful for the work he has done for us.
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.
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.
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.
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.
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.
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.
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.
FoxPlan Wellington is located at 101-103 Courtenay Place, Te Aro, Wellington 6011, New Zealand
You can contact FoxPlan Wellington at +64 800 667 873
You can find directions to FoxPlan Wellington by following this map link
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