Terri Watson, FoxPlan

Business overview

I am a Financial Adviser for FoxPlan, a Financial Planning firm, I can help you with a range of financial services.

I am a qualified financial adviser in Investing, Insurance and Lending.

I have 3 young kids and were once told by a Financial Adviser that we didn't have enough money to be helped so I have been on a mission (and a journey) since 2016 to create a starter financial plan for families to help them create solid financial foundations without the big price tag - this is called The Healthy Wallet Plan.

The Healthy Wallet Project was created in 2019 as a space for women to become financially confident, I meet you where you are at, I support and guide you through the journey to building better money habits so you become confident to make smarter financial decisions.

Products and services I offer

KiwiSaver Advice
Investment Advice
Personal Insurance Advice
Mortgage Advice
Cashflow Management
Financial Planning

Why I'm in the Venus Network

I love being a part of a group of women supporting women and I am excited to know more women who love supporting each other.

My point of difference

My journey to becoming a Financial Adviser is different to a lot of advisers. In 2016 we hit our own financial rock bottom moment. Instead of curling into a ball (and boy did I want to) I knew I could offer more support to other mums facing similar challenges.