Creating the plan
Beyond the housekeeping (insurance & super) we’ll work with you to set clear goals & educate you on how best to achieve them. We will give you the financial “tools” educating you on, cash flow best practice, our investment philosophy & the secrets behind good & bad debt.
We will make sure everything you already have is perfect for you! We won’t just give you the ‘tools’ we’ll give you specific advice tailored to your unique circumstance. We’ll hold your hand when implementing your plan, taking the burden off you.
Ongoing support
Accountability! At least three formal reviews a year to discuss your goals, your plan & how you’re tracking. Behind the scenes we regularly review your overall strategy, to ensure your financial life is sorted. Free access to our regular group coaching sessions.
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!
Absolute Freedom
No lock in contracts. No minimum term. No cancellation fee.
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.
Get Sorted
Essential financial game plan to build and grow your wealth
Creating the Plan
- Cashflow & debt structuring
- Investments advice – property/shares
- Tax minimisation
- Superannuation & insurance
- Personal advice & financial forecasting
Ongoing Support
- Annual progress meeting
- Quarterly goal tracking
Like a Boss
Comprehensive program for financial freedom, flexibility and choice
Creating the Plan
- Everything in ‘Get Sorted’ PLUS
- Review existing investment strategy
- Employee Share Schemes
- Advice on growing disposable income
Ongoing Support
- Progress meeting every 12-16 weeks
- Monthly goal tracking
World Domination
Our most powerful financial program for advanced control and flexibility
Creating the Plan
- Everything in ‘Like a Boss’ PLUS
- Self employed/business owners
- Trusts & self-managed super funds
- Exploration of more complex strategies
Ongoing Support
- Progress meeting every 12-16 weeks
- Monthly goal tracking
No commission on any investment advice. No lock-in contract, no minimum term, no termination fee. A portion of fees could be paid from super. Fees may be tax deductible. You may be entitled to a parental leave discount (up to 12 months).