Creating the plan
The Foundation Membership is engineered for motivated individuals and couples who are ready to take control of their financial world - but don’t have time to learn the ins and outs of personal finance.
Foundation is the ideal fit if
🧭 You want a high-performance strategy and roadmap to help get you started on your journey toward financial freedom!
🧘 You'd prefer a structured annual cycle over a more demanding, high-frequency engagement.
🌱You have a straightforward financial structure (like PAYG earners or first-time investors) and want to replace guesswork with data-backed certainty and plannning.
We love treating our members right
Every Fox & Hare member is supported by dedicated team of five advice professionals. Each working to create and implement your very own, 100% bespoke financial plan that'll maximise your income, bring you closer to your goals and improve your financial situation.
Never feel alone again
Unlimited access to your own personal team of finance professionals. Stop wondering if you've made the wrong decision, just ask!
Always know what's next
Structured 'Strategic Review' cycle means you're always working toward the next step in your journey.
Upside Guaranteed
Follow the plan and your financial position will improve at a greater value than what you pay in fees. We don't work with people we can't show value.
Our programs are designed to help you live the life you aspire to
Whether you're an early career professional looking to open your first investment account, an established business owner attempting to juggle private school fees and a second mortgage or somewhere in between, we have a program that's right for you.
Foundation
High performance advice for those just getting started on their financial journey and are comfortable managing the day-to-day execution of their advice.
Creating the Plan
- Cashflow & debt structuring
- Investment advice – property/shares
- Tax minimisation
- Superannuation & Insurance
- Personal advice & financial forecasting
Ongoing Support
- Annual 4 part Strategic Review cycle
- Basic financial forecasting
- Personal Finance Portal
- Online community and webinar access
Plus+
Comprehensive advice for those whose lives move fast — where career shifts, family changes, or evolving investment goals require a strategy that remains agile.
Creating the Plan
- Everything in ‘Foundation’ PLUS
- Scenario analysis modelling
- Employee Share Schemes
- Advice on mulitple investment properties
Ongoing Support
- Bi Annual 4 part Strategic Review
- In person events
Premium
Our most comprehensive level of service, engineered for high-net-worth individuals, business owners, and families with complex financial worlds who want to delegate the heavy lifting to a team of dedicated professionals. Capped number of memberships available.
Creating the Plan
- Everything in ‘Plus+’ PLUS
- Entity advice (trusts, companies, SMSFs and other structures)
- Complex executive equity
Ongoing Support
- Quarterly 4 part strategic review
- VIP Premium only events
No commission on any investment advice. A portion of fees could be paid from super. Fees may be tax deductible.