Warwick Walker, Cfp, Mdrt Email & Phone Number

WHAT I DO FOR CLIENTSEveryone has a financial plan - it just depends whether your plan is by default or design? When I meet with you, I first listen to what you're trying to achieve financially. I then look at the strategies or plans you already have in place. Then I'll put a Tick, Question Mark ? or Cross X beside those strategies, highlight any gaps and recommend what you might do to address them. My practice is limited to 200 business owners/professionals & their families plus a small number of pro bono clients I assist each year. My commitment to people who choose to work with me is simple; I will care more about your business & personal financial success than anyone other than your family. If someone else is cheaper or gets better returns or cheaper products for a year or two I don't think that matters much in the long run, because the right adviser is the one you & your family trust the most. If that is me, thank you. Our relationship will be based on:1. Give it to you straight: I will tell you the truth, never sugar-coated or only tell you what you want to hear2. Recommend not ask: I relate to people by understanding what they want to do. Once I think I have correctly diagnosed your situation I will not ask what you want to do, rather I'll recommend, strongly, what you need to do3. Responsibility: I can't stop you from following any other course of action, but I can't be held responsible for your choice if it does not work4. No Guarantees: I won't argue, guarantee an outcome or predict the course of your plan. I'll tell you what works best most of the time, what the next step will be if that doesn't work5. Price: I never try to gain clients by competing on price, or recommend investments or insurances based on performance or cost. Value & certainty of outcome is most important6. Action: Results come from taking action not having a plan. Action must come from you. I help keep you on track. Important information for FoxPlan Ltd can be found at https://foxplan.nz/disclosure

Listed skills include Investments, Risk Management, Financial Services, Income Protection, and 16 others.

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