I am a Certified Financial Planner and Qualified Financial Adviser – having walked in the shoes similar to my clients, from raising a family, building businesses and actively investing in property and managed funds I am empathic to the challenges and life stages my clients are facing. I have been involved in the New Zealand financial sector for over 40 years. My purpose in life is to promote better financial literacy for all New Zealanders and to increase the talent in the financial sector by mentoring and guiding new generation advisors through certification and into the industry. I educate and advise my clients in three key areas of financial security:• Cash management - Control• Investment - Confidence• Risk management - CertaintyWhen my clients have these three cornerstones of financial management in place, they are in pole position to achieve their financial and lifestyle goals.Working with me, I guarantee confidentiality, a high level of respect, compassion and always personalised advice. It is my mission to improve the financial position of my clients, regardless of their personal wealth or social status.In my undertaking to increase the financial literacy of all New Zealanders I make myself available for speaking engagements, workshops and regularly blog – If you have an opportunity for me to deliver the facts of how better financial literacy creates life purpose and reduces community hardship I am keen to discuss further with you – reach out by email or phone. Important information for FoxPlan Ltd can be found at https://foxplan.nz/disclosure