Helping you make Smarter Financial Decisions, Together  

How I Can Help You

I personalise financial guidance tailored to your goals. With transparency and integrity, we navigate the complexities of financial planning together, empowering you to achieve a secure future. Let us turn your dreams into reality.

Personalised Financial Planning
Together, we'll create a tailored financial plan that aligns with your unique goals and aspirations. Whether you're looking to save for a major purchase, invest for the future, or plan for retirement, I'll provide the strategies and tools you need to succeed.

A Safe Place to Speak About Money
Embarking on your financial journey is a significant step, but with my guidance and expertise, we can turn your dreams into reality. Together, we'll create a strong, fair, and transparent financial foundation that will provide you with the security and peace of mind you deserve.

Building Strong Relationships
Your financial success is my top priority. By understanding your needs and goals, we can build a strong, trusting relationship that ensures we stay focused on achieving your dreams.

Continuous Support and Improvement
Financial planning is an ongoing process.
I'll be there to support you through life's changes and to continually adjust your financial plan to keep you on track toward your goals.

Transparency and Integrity
I believe in open and honest communication. You can count on me to provide clear, straightforward advice and to keep your best interests at the forefront of every decision we make together.

Empowerment Through Knowledge
One of my key missions is to empower you with the knowledge and confidence to make informed financial decisions. I'll help you understand the intricacies of your financial options, so you feel confident and in control of your future.

Let's Achieve Your Financial Dreams Together

  • Dr Dominic Lomiwes

    “Dillan has given me a new perspective on managing my finances intentionally to achieve both my short and long-term goals. His holistic approach, which considers my personal and financial values, has given me confidence and buy-in in my financial plan. With his guidance, I've set financial goals that are both pragmatic and aspirational. I look forward to continuing my financial journey with Dillan's ongoing advice.”

  • Dr Malcolm N. Irwin

    “I'm stoked to pen this reference for Dillan Korkie from FoxPlan. He has been an exceptional financial advisor to Rogena and me. Dillan embodies the highest standards of integrity and professionalism, consistently demonstrating a commitment to ethical practices and Christian values.

    One of the strongest qualities of Dillan is his unwavering honesty. He provides clear, transparent advice and always ensures that we fully understand our options. His honesty fosters a strong foundation of trust, which is crucial in any relationship.

    Importantly, Dillan never applies pressure. He respects my pace and comfort level, offering guidance and sound support without any sense of urgency or coercion. His patient and considerate approach ensures that we feel confident and at the centre of our own journey.”

Our clients now have…

Control
On top of their debt, mortgage and budget

Confidence
Knowing that their money works as hard as they do to help them reach their goals

Certainty
Peace of mind knowing their families and goals are protected when “the spaghetti hits the fan”

 FAQs

  • What does a financial adviser do?
    A financial adviser provides guidance on managing your finances, including investments, retirement planning, tax strategies, estate planning, and more. They help you create a financial plan tailored to your goals.

    Why do I need a financial adviser?
    A financial adviser can help you navigate complex financial decisions, optimize your investments, plan for retirement, and ensure you are on track to meet your financial goals. They provide expertise and personalised advice.

  • What types of services do you offer?
    We offer a range of services including investment management, retirement planning, tax planning, estate planning, and financial education.

    How do you create a financial plan for me?
    We start by understanding your financial goals, current situation, risk tolerance, and time horizon. Based on this information, we develop a personalised financial plan tailored to your needs.

    Do you offer retirement planning?
    Yes, we specialise in retirement planning. We help you determine how much you need to save, choose the right retirement accounts, and create a withdrawal strategy to ensure a comfortable retirement.

  • How are you compensated for your services?
    We have a transparent fee structure. Our compensation may include a flat fee or a percentage of assets under management. We will discuss our fees with you upfront.

    Are there any hidden fees?
    No, we believe in full transparency. We will disclose all fees and costs associated with our services before you commit to working with us.

  • How do I get started with a financial adviser?
    Schedule a consultation with us. We will discuss your financial goals and needs, and determine how we can best assist you.

    What should I bring to my first meeting?
    Just yourself and any questions you might have. The first meeting is a meet and greet to get to know each other and determine whether you are sitting in front of the right person for your needs.

  • What is your investment philosophy?
    Our investment philosophy is based on a diversified, long-term approach. We focus on creating a portfolio that aligns with your risk tolerance and financial goals.

    How often will you review my investment portfolio?
    We review your portfolio regularly and make adjustments as needed to ensure it remains aligned with your goals and market conditions. Typically, we review portfolios at least annually.

  • How do you protect my personal information?
    We take your privacy and security seriously. We use advanced encryption and security measures to protect your personal and financial information.

    Will my information be shared with third parties?
    No, we do not share your personal information with third parties without your consent, except as required by law

  • How do you stay current with financial regulations and trends?
    Our advisers undergo continuous education and training. We stay informed on the latest financial regulations, market trends, and industry best practices to provide you with the most current advice.

    Can you help with tax planning?
    Yes, we can offer comprehensive tax planning services to help you minimize your tax liability and maximize your savings.

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