Reviews of FoxPlan Wellington. (Financial Consultant) in Wellington (Wellington).
FoxPlan Wellington
Level 3/101-103 Courtenay Place, Te Aro, Wellington 6011, New Zealand
Description
Information of FoxPlan Wellington, Financial Consultant in Wellington (Wellington)
Here you can see the location, open hours, popular times, contact, photos and real reviews done by the users.
This place has good reviews, this means that they treat their customers well and you’ll feel great with their services, recommended 100%!
Map
Open hours of FoxPlan Wellington
Sunday
Closed
Monday
8:30am–5pm
Tuesday
8:30am–5pm
Wednesday
8:30am–5pm
Thursday
8:30am–5pm
Friday
8:30am–5pm
Saturday
Closed
Popular times
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Tuesday
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Wednesday
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Reviews of FoxPlan Wellington
B.Stephan was happy to take myself and my needs under his wing and in the short time I have been dealing with him, he has managed to open my eyes to more financial possibilities than I had seen before. I really appreciate how quickly he gets things completed and the time he spends explaining things both in detail but in examples I can understand. I knew as soon as our initial meeting was over that I wanted to be his client for years to come, already have I shared to friends and family how much value this man can add if you just take the time to sit down and have a chat with him.
So a massive thank you to Stephan and the team at Foxplan NZ
L.Stephan and Andy were exceptionally helpful and fantastic to deal with. They assisted my partner and I from the beginning steps of planning a purchase to becoming first home buyers. They were very clear and answered any and all questions we had. They worked tirelessly to achieve the best results for us and we couldn't be happier. We would highly recommend anyone looking for a mortgage or any other financial guidance to work with this team.
T.It was so easy to make an appointment with FoxPlan - booking an appointment through the website is effortless and they are quick to respond! I wanted financial advice and I got in touch with a couple of places - two weeks down the line, I am still waiting for the other place to respond!
We met with Stephan Jagers who is excallent! We have had two meetings and he has already given us some quick tips on how to achieve easy but significant wins! He has a wealth of knowledge and is great at breaking down complex concepts into easy to understand ideas. He also really got us thinking about our money in a different way and provided advice on what we should focus our efforts on as a priority. He has been really generous with his time and expertise and we look forward to continuing working with him!
Thanks Stephan!
A.Stephan and his team were extremely helpful and professional. They were able to help me find a mortgage structure that suits my needs, and were very effective in communicating the home buying process. Highly recommended, especially for first home buyers who may need a bit of extra guidance.
D.Stephan and Andy went above and beyond to guide my partner and I from planning a purchase to becoming first home buyers. Amazing service and they were always happy to answer our many questions. Would 100% recommend this team!
L.Very happy to recommend Stephan Jagers at Foxplan, who provided us with a high level of professional service. 'Mortgage broker' as a title very much under-estimates the work he did for us, Stephan was more of a Project Manager for the whole Investment Property process, providing help and guidance about all the steps involved, and helping reassure and motivate us along the way.
K.Stephan Jagers has been so invaluable - advising, supporting, recommending, educating us, holding our hand and walking us through arranging our first mortgage and financial planning. Stephan is so enthusiastic in supporting us to achieve our dreams. He clearly loves helping others, has a wonderful understanding of people, really listens and is able to explain concepts in way that is clear and easy to understand. We are so grateful to have Stephan by our side cheering us all the way. We can highly recommend Stephan and his team at Fox Planning.
A.We are so glad that we meet Stephan/Aidan who helped us every aspect of our mortgage planning. The way he explained us every step, hold our hand, motivate us and clear our doubts it's incredible. We have frequent meetings with him which makes our journey smooth and enjoyable. Thank you so much for all your support and hard work for us. He always treat us as a family. We highly recommend Stephan and Foxplan Team they are best for Financial Planning.
R.Stephan has done a great job of navigating us through some waters that were not clearcut. Very happy with the outcome.
M.Stephan Jagers have been absolutely enthusiastic when he helped us with our financial and mortgage planning. He listened to our situation and offered many solutions to go forward. He was there to hold our hands when we needed support and a cheerleader when we reached a milestone. Kudos to all his team for their work when we had to meet our tight deadlines. We really appreciate all Stephan has done for us. We would call on him again in the future. We recommend Stephan for all your financial advice.
Y.Warwick Walker has been our adviser at Foxplan for the past 10+ years. We meet annually or whenever there is a need to and over the years he has become, not only a trusted advised and confidante, but also someone who has our best interests at heart.
Through Warwick we met Stephan Jagers who got us the best banking deal and guided us through a step by step process negotiating the fineries of international processes. Stephan was genuinely interested in getting the best for us and went the extra mile, often out of work hours to make the whole process simple.
We recommend both Warwick and Stephan to anyone interested in making and or saving money.
n.Hi ,i am Nishant. First home buyer. We approach to Foxplan when our home offer already been accepted, and as unexpected I didn't even apply for home loan and it's just 10 days left to go for unconditional. We call Divya and she agreed to meet us on same day by seeing urgency of matter. She process my hime loan application on same day and made impossible thing possible. She really understands our problems and give us best solutions. Very professional approach, clear and concise directions and work done . Today I own the house just because of her .not only this she help us getting valuation , home insurance and other things we require during process . It's like all you need under one roof.
Great job . I highly recommend her .
T.We received fantastic service from Foxplan, they have very efficient and smart team, they took care of the end to end process of arranging finance for our new home in the best possible rates in the market followed by a very efficient repayment plan that suites our goal. They also helped us with other products like insurance, kiwisaver etc and made sure that we were getting maximum benefit for our investments. We were always kept well informed of the required processes and Divya form Foxplan took very good care of us. Getting financial advice from from Foxplan was an eye opener on how I was unknowingly wasting money before and how I could make more efficient use of my investments. Highly recommend Foxplan for their services.
V.‘Divas is thorough, responsive and extremely helpful! '
I am a first home buyer, I had no clue of the process of buying a house in Wellington and what it involves, Divya explained everything and worked so hard in finding me an affordable mortgage. I am extremely grateful to her. Divya provided updates on the progression of my mortgage application. I would highly recommend her, specially because of her responsiveness!
R.Divya has been extremely helpful and support us every step of the way to secure our first home😊. She is friendly,efficient and goes above and beyond to help you to find you an affordable mortgage. We highly recommended her to any new potential buyer. She certainly take a huge amount of stress out of the mortgage process. Thank you so much for all your help,Divya 👍👍👍👍👍👍
D.Stephan Jagers and I share the love of many things, including science fiction. He has been part of our family for over 30 years, so our relationship started in a Galaxy Far Far Away, well before he jumped through Hyperspace into the Universe of property, finance and insurance.
His prudent advice about our family home loan structures over the years, saved us many 1000s of Imperial Credit interest payments to the Empire.
When our family recently decided to buy an investment property Stephan, like a Light Sabre wielding Jedi, went into battle for us to get us a fantastic result.
With his passion for detail, he guided us through the many steps to gather all the information required, coordinated our family members, accountant and solicitor into a Rebel Alliance to determine the type of property we could buy and the entity we needed to keep it safe from the Dark Side.
One of the most valuable things was the education and knowledge that Stephan imparted along the way, enabling us to look at things rationally and to overcome our natural fear and hesitation about the Dark Side of financial commitment and consider the ultimate reward of the Light Side of long-term investment.
In the end our Alliance was amazed at how much we could achieve after we unlocked the Secret Plans of obtaining the bank’s support, combined forces and committed to our plan of attack.
With the wisdom of Yoda, the heart and honour of Luke Skywalker, the tenacity and drive of a Jedi Knight, the cheek and handsome good looks of Han Solo, blended with his own unique sense of humour, Stephan lead us to achieve an outstanding result of Galactic proportions.
The Force is Strong with this one.
L.Quick review of the service I have received from Divya Gandhi and Priyanka Uppal at Foxplan. I was very impressed with the help I received with refinancing my mortgage, Divya and Priyanka were very responsive to emails and available for phone calls when needed. I really appreciated the personal touch provided. Many thanks!
P.Myself and my family would like to say thank you to Stephen Jagers. He helped my family get finance for a very complicated situation. He was there all the way and was the perfect person working for us due to his great detailing and his way of carrying us step by step through the whole process. We are very happy that we have a new home for our family. Thank you very much Stephan Jagers.
J.We have been with FoxPlan for four years now and the great advice and friendly service that we have received throughout that period from Stephan Jagers and his team has been really great. Highly recommend their services.
S.I have been working with the team at FoxPlan for a year now. They are trustworthy and professional with my personal information & have given some great advice.
A.I have been working with Stephan Jagers (Financial Adviser) at Foxplan for many years and would recommend him and his team
A.Joseph Williams had been excellent when we purchased our first home. He provided great advice and made sure we understood the process well.
I.Indo-NZ Enterprises have been working with Blake Chamberlain and Yii Yen Wee for a number of years.
During that time, we've found both Blake and Yii Yen to be consumate professionals, who are more than happy to walk the extra mile when dealing with queries from a small business owner regarding taxation and accounting.
I highly recommend Foxplan Accounting for anyone running a small business.Indo-NZ Enterprises have been working with Blake Chamberlain and Yii Yen Wee for a number of years.
J.You will die one day and before then you may suffer a health set back. Warwick specialises in providing expert financial advice in regard to your personal finances and health cover. Great service and great advice.
J.Just wanted to say Thank You not only for the flowers, but giving me invaluable advice on my health insurance claim, its times like that when you find out how good your insurance broker is, so glad we went with you and FSB, One Path have been great (and easy to deal with) in finalising the claim with the hospital etc, its certainly one less stress i have not had to worry about. I am feeling good and getting plenty R&R
P.Stephan helped us structure our mortgage and negotiate a rate we never thought would be possible. We're stoked.
J.John and Sally are great. They are friendly professional and realistic. With their help I feel like my business is skyrocketing and my future more certian
M.Stephan is sneaky, you start out thinking you're getting financial advice, but you end up getting life advice too - if that's what's needed.
E.Made the unnerving process of getting on the property ladder a reality. Without the support I would've been stuck at square one.
B.A highly responsive organisation - and one that functions consistently and effectively in these uncertain times.
G.Trustworthy and always go the extra mile
t.Excellent financial planning advisors.
T.Very Easy to deal with!
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