FoxPlan Ltd

✨️Introducing✨️ the Starter Financial Plan for families In 2016 we hit our financial rock bottom. I had no idea what to do, we were a young family 1 year into our mortgage and 2 little kids, I craved guidance and support. I thought I would be proactive and went to a financial planner only to be told that we didn't have enough money to be helped 😳 As I discovered over my journey sadly this not uncommon - so naturally I wanted to do something about it. I became a money coach in 2019 and created my 90 day healthy wallet journal (seen in picture). In 2022 I decided that I wanted to be able to offer more so we packed up our life and moved home to NZ. I became qualified in Lending, Personal Insurance and now Investments 🙌🏽 Now with the help of FoxPlan Ltd I have been able to create The Healthy Wallet Plan - it is a Starter Financial Plan for Families. It meets them where they are at, helps them become Cashflow Confident and build strong financial foundations 🫶 Creating that Calm, Clarity and Confidence ✨️ If you would like to know more I offer a free 20 min money chat to uncover what you want to achieve and share the process I take my clients through to help them achieve their goals ✨️ Send me a message 👩💻 and we can arrange a time.

I was a big month for my client 🥳🥳🥳 She purchased her first home post separation for her and her 3 kids 🫶 She came to me in January for money coaching (healthy wallet) with the goal to buy her own home in 12 months. She did it within 8 months!! This is exactly why I created The Healthy Wallet Project. It is more than numbers on a spreadsheet it is about creating the confidence in my clients to achieve the goals they want to achieve ✨️ And I just get so excited when I get to be a part of that journey 🙌🏽 If you would like to learn more send me a message or comment below.

🌟 Client Success Story! 🌟 We love hearing from our clients about how we’ve helped them achieve financial peace of mind. Check out this incredible testimonial from one of our valued clients, Dr Dominic Lomiwes who now enjoys control over his finances, confidence in his financial decisions, and certainty about his future. His story is proof that with the right guidance and a solid plan, you can take charge of your financial future too! Ready to start your journey? Reach out today! 📞 🌐 www.dillankorkie.com #clientsuccess #financialplanning #peaceofmind #financialfreedom #financialadvice #newzealand

So far in 2024 we have hosted 8 events and we have had some great feedback! So why not join us for our June event where Tim will explore crucial investment topics aimed at enhancing financial literacy and understanding. Here's a glimpse of what to expect: 1.The importance of an investment philosophy 2.Exploring the discrepancy: Inflation has dropped, why doesn't it feel that way? 3.Avoiding the 8 great investment mistakes