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Tim Ellis - Financial Planner

  1. Wellington
  2. Wellington Financial Planner

Reviews, get directions and contact details for Tim Ellis - Financial Planner

About

As a financial planner, I help people gain clarity on their goals, wants and needs. I provide advice around Cash Management, Investment strategies and Risk management in alignment with achieving what it is that's truly important to them.



"FoxPlan Wellington provide financial planning, advice, accounting, investment, personal insurances and mortgage broking services. We take a holistic view of our clients and work as a coach to help you achieve your financial goals.Speak with us today to learn how to make smarter financial decisions, together."
Address: Lvl 3 101 Courtenay Place, Wellington 6011
Phone: 0275464846
State: Wellington
Zip Code: 6011


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Reviews
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.
Highly recommend going to speak to Melanie! She is wonderfully empathetic and insightful. It’s obvious she cares highly about her clients future with the wonderful advice she provides to help build my financial future!
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.
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.
A very special thanks to Kajal and the team from fox plan. She has been amazing and very helpful in the journey of my first home. It wouldn’t not be possible without kajal. She made things so much easy .Thank you for being so wonderful and gracious to me during the entire process!” “Thank you from the bottom of my heart for all of your help to get the loan and for assisting us with all of the papers. It has been a pleasure. Manvender&Sagarica
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