FoxPlan Wellington
101-103 Courtenay Place, Te Aro, Wellington 6011
Location & Phone number
101-103 Courtenay Place, Te Aro, Wellington 6011, New Zealand
About the Business
Welcome to FoxPlan Wellington, your one-stop destination for all your accounting, finance, and insurance needs in New Zealand. Located at the heart of Wellington, specifically at Courtenay Place, 101-103, our institution is a trusted establishment that aims to provide comprehensive solutions for individuals and businesses alike.
As an accounting firm, we understand the importance of accurate financial management and planning. Our team of experienced accountants is dedicated to assisting you in managing your finances, maximizing tax benefits, and ensuring compliance with all legal requirements. Whether you need help with bookkeeping, payroll, tax planning, or financial statement preparation, we have the expertise to guide you towards financial success.
At FoxPlan Wellington, we also offer a range of finance services to help you achieve your personal and business goals. Whether you're looking to secure a loan, refinance existing debts, or invest in property, our knowledgeable finance advisors will work closely with you to understand your specific needs and provide tailored solutions that align with your objectives.
Additionally, we understand the importance of protecting your assets and loved ones. As an insurance agency, we offer a wide range of insurance products to safeguard your financial well-being. Our team of insurance experts will assess your needs and recommend the most suitable coverage options, whether it's for your home, vehicle, business, or personal liability.
Beyond our core services, FoxPlan Wellington has become a point of interest for the local community due to our commitment to excellence and customer satisfaction. We pride ourselves on delivering exceptional service, building long-lasting relationships with our clients, and always putting their best interests first.
So, whether you're an individual seeking personal financial advice, a small business owner looking for accounting support, or an organization in need of comprehensive insurance coverage, FoxPlan Wellington is here to assist you every step of the way. Visit us today at Courtenay Place, 101-103, and experience the difference our expertise can make in your financial journey.
Photos
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
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