Financial Planning
We build more than a financial plan; we build relationships with our clients. We want to understand your goals and know if your circumstances change, so we can adjust your plan to help keep you on track.
Having Money Should Be Enjoyable – Not Keeping You Awake At Night
Financial planning is more complicated than you think. You need an advisor with experience. And someone who has your back – no matter what life throws at you. Here’s the thing. Finding the right advisor isn't easy. No one wants the regret of knowing their life goals were affected because they didn't make the most of the opportunities available.
Your Investment Advisor Should Have Your Best Interests At Heart
Professional insight can make the difference between achieving your life plans - or having to put them on hold. You need 100% confidence in your financial advisor. We get it. Foxton’s founder Eric Jensen has been a trusted advisor for 25 years. A Certified Financial Planner Professional from the College of Financial Planning, Eric graduated with top honors Summa Cum Laude and is a Chartered Financial Consultant from the American College.
At Foxton Financial, we update our clients regularly so you can adapt your plans as life changes to maintain traction on your goals.
Relationships Matter
Feeling at ease is important. We avoid ‘slick’ sales tactics to onboard clients - because relationships matter to us. That’s why some of our client relationships span more than 25 years.
We’re Independent
We can access products from some of the largest global financial institutions as well as smaller ones you’ve likely not heard of. So you’ll have a wide array of options to suit your specific goals.
Our Interests Are Aligned
Your investment success drives us because our fees are structured as a percentage of your money invested.
Our Services
Goal Review
We understand that life happens, and the changes aren’t always planned, which is why we regularly review your plan with you and adjust it when needed. Keeping your plan aligned with your priorities can help you stay on track to reach your financial goals.
Wealth Management
We take an active approach to helping you manage and grow your wealth. We know that you’ve worked hard for what you have, so we work with you to coordinate all aspects that contribute to your wealth – your financial, retirement and estate plan, funding your children’s education, and your investments.
Have Confidence Your Finances Are Working The Way You Want Them To
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LET’S MEET - First, schedule a 20-minute call and let’s make sure we’re a good fit for each other. After all – without sounding presumptuous - this is likely to be a long-term relationship. So, let’s find out what support you need and whether Foxton Financial can provide the right service for you.
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IDENTIFY YOUR GOALS - What do you want from life? We’ll define your unique goals and crunch the numbers on what it’ll take to get where you want to be.
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MAKE YOUR MONEY WORK - We’ll put your plan to work, and review it regularly to help keep you on track for investment success - so you can relax knowing your finances are working for you.
Life’s Too Precious To Leave Your Financial Planning To Chance
We prefer to work with (nice) people looking to invest between $250k to $4m. If that's you, or you're moving in that direction, schedule a call with Foxton Financial today. Your goals and aspirations are too precious to leave your finances to chances. You can have financial confidence for you and your money are moving towards the goals that matter in your life.
Our Team
