Stephan Jagers Email & Phone Number

I work with you to become financially fit & achieve the outcomes you want.Together we create a game plan for your financial future.Financial Planning – Young professionals, SME business owners, Corporates & ‘empty nesters’.Financial literacy - Workshops with colleges, Professional development in the IT industry.Mortgage Brokering | Personal and Business Financial Planning | Insurance AdviceAs a Financial Adviser I believe that the best customer service only comes from genuinely caring about my clients and naturally empathising with situations they may face in life. My goal is to help people and businesses overcome unexpected financial speed bumps by giving them the best possible financial advice and solutions available. I understand how the unexpected can affect your you and your family’s life, emotionally and financially, having personally experienced a major event. Such challenges have given me a unique perspective which I apply when working with my clients. I’m an experienced property investor and business owner,with a specialty in lending and ownership/entities, with a ‘holistic’ view to creating wealth; closely working with your ‘professional’ team to obtain the best outcome.I have a great understanding of the issues business owners face from a variety of roles within the IT industry and decided to join the financial services industry to assist other business owners with business growth, succession planning and risk management..The greatest satisfaction I get in my work is assisting you in choosing the best solutions for your unique situation: for you to get back control of your finance, have confidence in investing & certainty from any unforeseen events. Originally from Wellington, I have travelled extensively overseas (9 years) before settling in Wellington. When I am not working I spend most of my time with my wife Janet and two sons. I am a keen mountain biker and take any opportunity to get out in the hills around Wellington. Important information for FoxPLan Ltd can be found at https://foxplan.nz/disclosure

Listed skills include Mortgage Lending, Strategy, Business Planning, Income Protection, and 14 others.