Foxplan Limited

Financial Services Provider

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Wellington

FSPR Registered

FSP Number: FSP39630

NZBN: 9429036196944

Team Size: 14 advisers

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About Foxplan Limited

What is Foxplan Limited?

Foxplan Limited is a financial services provider, based in Wellington, with 15 years on the FSPR register, and 14 appointed advisers on file.

How is Foxplan Limited regulated?

Foxplan Limited is registered on the Financial Service Providers Register (FSPR)as FSP39630, with first registration in 2010. Disputes are handled by Financial Dispute Resolution Scheme. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Foxplan Limited offer?

Foxplan Limited's Public Disclosure Statement lists the following scope of advice: Personal insurance, Business insurance, General insurance (home, contents, car), KiwiSaver, Investments, Home loans. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Foxplan Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: mixed
Commission: Yes
Dispute scheme: FDRS
Panel: 32 providers
Services: 7 named
FAQs: 2 answered
Linked docs: 1

Scope of advice

Personal insurance
Business insurance
General insurance (home, contents, car)
KiwiSaver
Investments
Home loans
Financial planning

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

Level 8, 138 The Terrace,Wellington Central,Wellington,6011,New Zealand

About Foxplan Limited

Company profile coming soon

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Public Disclosure Statement

32 providers on panel

Foxplan Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

→ View Foxplan Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FDRS
Scope of advice (verbatim from PDS): Personal insurance
Business insurance
General insurance (home, contents, car)
KiwiSaver
Investments
Home loans
Financial planning
Specialties: General Insurance
Business Insurance
Kiwisaver
Investments
Mortgages
Lending
Financial Planning

Hover any specialty to see its source. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.

Distribution panel

Product providers Foxplan Limited is appointed to distribute, grouped by product category. Counts show how many other NZ FAPs FA-NZ has on file as distributing the same provider.

Lending & Mortgages · 8

Westpac +34
SBS Bank +23
The Co-operative Bank +12
ASB Bank +5
Sovereign Home Loans +2
ANZ +1
BNZ +1
Other Lenders

KiwiSaver · 8

Booster +20
Generate +20
Milford Asset Management +13
Fisher Funds +8
Kernel Wealth +1
ANZ NZ Investments
KiwiWrap
Select Wealth

General Insurance · 9

Partners Life +38
Fidelity Life +34
Asteron Life +25
Southern Cross +24
nib +22
Chubb Life +13
Resolution Life +8
Accuro +2
AIA +2

Investments & Funds · 4

Consilium +4
i-Select +1
Evidential +1
Synergy Investments

Other products · 3

AON +1
GYB
High Street Insurance Brokers

Services this firm offers

Named service offerings extracted from Foxplan Limited's PDS. Names are verbatim from the source document; descriptions and fee notes are AI-summarised — refer to the original PDS for binding wording.

personal and business insurance
Advisory

Financial advice on personal and business insurance products from a panel of providers including AIA NZ, Partners Life, Fidelity Life and others.

Fees: Generally no fee; commission paid by product provider. Clawback costs may apply if policy cancelled within specified period.

For: retail
general insurance (home, contents, car)
Advisory

Financial advice on general insurance products including home, contents and car insurance, often via referral partners.

Fees: Commission-based; referral commission and annual ongoing commission may apply.

For: retail
KiwiSaver
Advisory

Financial advice on KiwiSaver products from a panel including Booster, Fisher Funds, Milford, Generate and others.

Fees: No upfront commission; annual ongoing commission based on percentage of total investment value.

For: retail
investments

Financial advice on investment products via providers such as ANZ NZ Investments, Consilium and Synergy Investments.

Fees: May charge a fee; Adviser Fee based on funds under management deducted by provider and paid to FoxPlan.

For: retail
home loans
Advisory

Financial advice on home loan products from a panel of lenders including ANZ, ASB, BNZ, Westpac and others.

Fees: Generally commission-based; upfront and annual ongoing commission. Clawback costs may apply if loan cancelled early.

For: retail
financial plan
Advisory

Comprehensive financial planning service covering scope, nature and complexity of client needs with initial, ongoing or annual advice.

Fees: Fee charged based on scope, nature and complexity; confirmed before proceeding.

For: retail
financial advice provided on a consultancy basis
Advisory

Ad hoc financial advice provided on a consultancy basis for clients requiring specific guidance.

Fees: Fixed fee or hourly rate; estimate provided before services commence.

For: retail

FAQs from this firm's PDS

Common consumer questions answered in Foxplan Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

What types of financial advice does FoxPlan provide?

“FoxPlan provides financial planning services and provides financial advice about personal and business insurance, general insurance (home, contents, car), KiwiSaver, investments and home loans.”

What are 'clawback costs' and when do they apply?

“If you cancel certain home loan or insurance products within a specified time period, we may have to make a payment to the product provider to reimburse them some of the commission they have paid us. If this occurs, we will invoice you for the same amount. We will give you more information about this, which products and product providers it applies to, and the relevant time periods that apply once we have an understanding of your needs.”

Additional disclosure documents

Documents linked from Foxplan Limited's PDS. URLs verified to appear in the source document at extract time; links may rot — verify with the firm before relying on a specific version.