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Accounting & Wealth Management

 
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Business Accounting, Taxation & Strategy Experts.

At FoxPlan Accounting & Wealth Management, we are all about helping you achieve your business and personal goals. We go behind the data to make it clear what your business needs to accomplish so you can obtain the lifestyle you work so hard towards!

We act as your business coach along the journey and help hold you accountable. As Xero specialists, we can assist you in making the important decisions based on real-time information and data.

As part of the FoxPlan Group, we are able to connect you with our financial planning, investment and insurance experts to take a full 360 degree approach towards your business.

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We Make It Easy

We meet on your schedule, where you are. Our full range of accounting services takes the hassle out of managing your business finances.

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A Long-Term View

Accounting should be more than just GST and Tax. We partner with your business to provide business planning and long-term growth strategies.

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Call Us Anytime

Call us when you need, not when you can afford to. Our flat fee structure means we are contactable 24/7.

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Our Services:

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Tax Returns & Financial Statements

Whether it's your annual tax returns or detailed financial statements - we'll prepare these for you and submit them to the IRD.

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Property Investment

Looking at purchasing an investment property? We can take care of all the modelling to ensure your investment stacks up, as well as run your ongoing accounting. We'll ensure you maximise your tax benefits and are compliant with the recent law changes around loss ring fencing.

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Business & Company Registration

Starting a new company? We can provide advice around the best business structure for your circumstances as well as set up your New Zealand Business Number (NZBN) and take care of the entire business registration process for you.


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Xero Setup & Training

We can get Xero setup and integrated into your business - and if you or your staff need any training, we'll get everyone up to speed as well.

By implementing Xero into your business, we can provide you with real-time actionable insights to help you make smarter financial business decisions.

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Business Development & Strategy

Our specialty is helping your business grow! We use advanced cash flow forecasting, scenario modelling, designing marketing plans and a range of other accounting services to ensure you have strategies in place to elevate the performance of your business.

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GST Returns & Payroll

GST and Payroll are two of the biggest bureaucratic headaches that businesses face. We'll manage your GST Returns and can help you set up suitable Payroll systems to take the pain away.


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Insurances

We can help get your insurances sorted. One of our most popular arrangements is implementing Group Health Insurance schemes as a tool to improve employee retention (as well as covering pre-existing conditions for all members).​

We can also arrange personal insurances for key staff to protect their wellbeing and personal cashflow in the event of an accident, sickness or injury.

We deal with a wide range of New Zealand's leading insurers to find the best solution for your business.

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Financial Planning

At the end of the day, your business is a vehicle to help you get what you want out of life - so why should your accounting stop where your business ends?

As financial planning specialists we align your business and personal goals, create an action plan and monitor your progress along the journey. Our aim - to smooth the road for both you and your business.

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KiwiSaver

No matter what your industry, every business should have a KiwiSaver expert onboard! It costs nothing and gives your employees access to tailored advice about their own KiwiSaver funds.

For most Kiwis, KiwiSaver is the biggest investment they will ever make so having your employees in the right class of fund, set up for their goals (whether retirement or first home deposit) and taxed appropriately can result in a difference of hundreds of thousands of dollars over a lifetime of saving.

 

Our Team:

 
 

Blake Chamberlain

Director of FoxPlan Accounting & Wealth Management. Former Otago expat turned Wellingtonian. Rugby and cricket head.