FoxPlan Ltd

29/07/2026

2026 election year and we are months away from a potential change in government!

With proposed new policies being announced already and many likely to change, what do Kiwis need to have their head around today to make more informed decisions around building wealth in New Zealand for tomorrow?

Joining Tim on the show this week is ACT MP, Laura McClure. Laura has successfully built a business in New Zealand before finding her way to politics. In this episode of The Dollars and Sense Podcast, Laura lends her opinion on some of the most critical issues New Zealanders face today and what the next generation need to be thinking about for their futures.

Whether you're left, right or stuck in the middle, the challenges are real and whilst solutions can differ from party to party, this week's episode is about bringing the issues to light.

Apple: https://podcasts.apple.com/us/podcast/building-wealth-in-new-zealand-with-mp-laura-mcclure/id1707945217?i=1000778454749
Spotify: https://open.spotify.com/episode/7D7Ey8GuwOTMV7XBldmB5l?si=0f8ef8c54fd649cf

Podcast Episode · The Dollars & Sense Podcast · July 26 · 45m

29/07/2026

Our newest newsletter is live on the website: Protecting What Matters - A Risk Protection Guide for Growing Families.

When someone depends on your income, a plan for the "what ifs" stops being optional.

Our new guide for growing families covers the essentials - life, income protection, trauma and health cover, wills, EPAs, and trusts - and how they work together as one plan rather than a shopping list.

Questions? Talk to your adviser or reach us:
📞 0800 NO STRESS (0800 667 673)
✉️ [email protected]
🌐 www.foxplan.nz

General information only not financial or legal advice.

Get personalised advice from your KiwiSaver adviser around choosing a fund, managing your contributions and withdrawing your savings for a first home deposit.

29/07/2026

When someone depends on your income, a plan for the "what ifs" stops being optional.

Our new guide for growing families covers the essentials - life, income protection, trauma and health cover, wills, EPAs, and trusts - and how they work together as one plan rather than a shopping list.
https://calendly.com/foxplansales/call

Questions? Talk to your adviser or reach us:
📞 0800 NO STRESS (0800 667 673)
✉️ [email protected]
🌐 www.foxplan.nz

General information only not financial or legal advice.

Book a no-obligation 15-minute discovery call with one of our Financial Advisers or Accountants to see how we can support you.

28/07/2026

Financial knowledge is one of the most valuable investments you can make.

Understanding how money works, how to save, invest, and plan for the future gives you the confidence to make informed financial decisions. While every person's journey is different, having the right knowledge can make all the difference.

At FoxPlan, we believe financial advice isn't about telling people what to do with their money it's about empowering them with the information and guidance to make decisions that align with their goals.

We're looking forward to listening to the latest Dollars & Sense Podcast episode and hearing the conversation around financial education, investing, and building long-term wealth.

What are your thoughts? Do you think financial education should play a bigger role in New Zealand? We'd love to hear your perspective.

23/06/2026

How much is enough? How do you even start to calculate that?

Taylor weighs in on how his firm starts that conversation and guides people to making smarter financial decisions.

02/04/2026

For 30 years, we’ve walked alongside you through life’s biggest milestones, from your first home to the first day of retirement.

To celebrate three decades of partnership, we’re proud to launch a new look and a redesigned digital home to take us into the future.

Our new website is designed to make it easier than ever to get the guidance you need to feel confident about your financial future.

You’ll also notice changes to our brand. Our fox icon now plays a stronger role as a symbol of trusted guidance leading clients toward true financial clarity.

Alongside this, our heritage palette has evolved into a vibrant yellow and deep charcoal brown, representing the energy, grounding, and purpose behind our work.

While our look has evolved, our commitment to your goals remains the same; helping Kiwis figure out their finances.

See what’s new at: https://foxplan.nz/

01/04/2026

FoxPlan is entering a new era!

We're going to have a new look from April 2nd.

09/02/2026

Gold and silver are back in the headlines, so we thought this was a timely conversation to share.

In this episode of The Dollars and Sense Podcast, Tim and Sheldon take a calm, practical look at where precious metals do (and don’t) fit in long-term investing. No hype, just clear thinking.

Gold and silver are back in the headlines—but do they actually belong in a long-term investment portfolio? In this episode, Tim and Sheldon unpack the data, the psychology, and the common arguments for holding precious metals, and explain why most...

02/02/2026

2026 and The Dollars and Sense podcast is back!

Tim and Sheldon share insights on one of the most underrated financial strategies despite it being the most widely accepted and agreed financial strategy by top financial advisers! Tune in to find out why!

The reserve fund is the one strategy every financial adviser agrees on — and the one most people ignore. In the first episode of 2026, Tim Ellis and Sheldon Wu break down what a reserve fund really is (and isn’t), why credit cards and revolving cr...