Our memberships have changed! 

Recently, Fox & Hare made the most significant changes to our ongoing membership structures since the business’s inception.  

To ensure our members get a proper birds eye view of these updates, Fox & Hare Co-founder Glen Hare and Head of Advice Courtenay Walker caught up with Community and Marketing Lead, Liam Hartley, to discuss the changes.  

We’ve put together this post and the recorded session below to provide the clarity our members have been asking for. Read on to find out more about your updated membership! 

In Short:

💡 We are transitioning to a more “clear, proactive, process based service” based on member feedback. 

🧩 We have introduced a “Four-Part Strategic Review” cycle that ensures all members know exactly what comes next in their advice journey. 

⚖️ Tiered memberships remain, but have been reimagined as Foundation, Plus, and Premium—tailored to specific life complexities.

Watch the video briefing or read the article below!

Your Next Step:
Read on or watch the webinar recording below to find out more about the changes. If you want to discuss the changes in more detail, you can reach out to your Adviser through the portal.

Why our Memberships Changed

Fox & Hare turned eight this past October, and since our inception, we have “operated quite organically” says Glen Hare, Co-founder and Financial Adviser at Fox & Hare.  

In the early days, this approach “worked really, really well” because it allowed our team to “deliver the service that [members] wanted on the terms that they wanted”.  

However, as the community has grown, we recognised – and received significant feedback – that this high level of flexibility was creating confusion and differences in the services that our members were receiving. 

We listened closely to that feedback, and a common theme emerged. Many members were telling us they were not sure when they were next meeting with their adviser and that they were not sure what would happen next. 

To solve this, we took a step back to consolidate these suggestions and build a “really clear, proactive, engaging service”.  

The result is a new, structured advice journey designed so that members know exactly when they are going to have that next touchpoint with our team. 

All members have now transitioned to following the ongoing strategic review cycle. The timeline is the same for all membership tiers with the number of cycles per year decided by membership.

How the Memberships Changed: The Four-Part Strategic Review 

By far the most consequential update we have made is shaping the advice journey into a “four-part strategic review” cycle says Courtenay Walker, Head of Advice at Fox & Hare.  

“This updated process sits at the heart of the membership changes and represents our commitment to providing a really clear, proactive, engaging service”.  

Regardless of your membership tier, this new four-step cycle ensures you are never wondering what comes next in your advice journey, because you will always be working through a clear roadmap for what comes next. 

There are four elements to the strategic review cycle: 

1. Goal Assessment:
   In the goal assessment session you will take stock on where you are and see how your life or values have shifted since you last spoke with your advice team.

2. Progress Report:
   You will then receive a “point in time snapshot” of your net worth, assets, and liabilities. This report is designed to answer the most important question for you: “Am I heading in the right direction?”

3. Strategy Development:
   This is the “more technical component” of the review. We dive into your numbers to work out exactly what needs to change to align your money with your new goals.

4. Advice Delivery & Implementation:
   In step four, we deliver your formal written advice. Once you’re happy with the plan, your team takes care of as much of the implementation as possible, so you can get back to living your life. 

We’ve adjust our three membership tiers to match specific life stages and levels of complexity.

The Three Membership Programs: Support for Every Stage of Life 

Financial needs change as we move through different stages of life. To ensure we can provide the right level of support at the right time, we have refined our three membership tiers to match every life stage our members: 

• Foundation: 
  This program is designed for those focusing on the foundational elements of wealth building like cash flow, tax, super, debt, and investments. It covers the essential pillars that will ensure you are heading in the right direction.
   

• Plus: 
  As life becomes more complex— think multiple investment properties or navigating employee share schemes like RSUs—the Plus program provides the extra layer of advice you need. 
   

• Premium: 
  This is our “all-inclusive program” for members managing trust structures, companies, [or] self-managed super funds. It offers the highest level of support, including unlimited modelling and advice on demand to handle the moving parts of a complex financial empire. 

The new memberships are built to support specific stages of life, but also with an eye to the expectation that your needs will evolve.  

For this reason, they remain flexible and if you hit a milestone that requires extra attention and, members can switch between packages to get the specialised support they need – with the option to move back down once things have settled. 

We received feedback that members we looking for more face to face and extra curricular activities – so will place renewed focus on in person events, webinars and an upcoming online community.

Connecting the Crew: Community & Events 

Fox & Hare operates as a “99% virtual business, but that doesn’t mean our members don’t want face-to-face time and connection.  

We’ve heard the feedback that members are seeking a consistent connection, and that getting to know your fellow Fox & Hare members is something that is really important to you. 

As a result, we have committed to fostering that sense of community and, whether you prefer to connect digitally or in person, we will be focusing on three key areas that will bring this desire to life moving forward: 

1. Webinars & Community for All:
   Every Fox & Hare member will have access to Fox & Hare webinars that we run currently and will be increasingly delivering, as well as our new online community launching this May.

2. Events for Plus & Premium:
   Members on our Plus and Premium programs will have dedicated access to in-person events, providing more opportunities to connect with the crew in the real world.

3. Tailored Experiences for Premium:
   For those on our Premium program, we will be curated “much smaller, more tailored premium VIP events” designed specifically for your needs. 

Your Next Step 

The goal of these changes is simple: to ensure every member receives the “clear, proactive, process-based service” they’ve been looking for.  

We want to make sure every member is on the program that provides the most value for their current stage of life and that they feel completely confident in and certain of the next step on their journey toward financial freedom. 

If you have specific questions about how these updates impact your membership, or if you’d like to adjust your current program, you can reach out to your advisor or associate via the portal. 

High-achieving, experienced, and always in your corner. Your Fox & Hare advice team are always working to ensure you are in the best possible possible position – please reach out via the PFP with any questions!

About Fox & Hare:

Fox & Hare are the Millennial and Gen Z advisers, 100% focused on helping Australia’s 20-45 year olds buy property, get invested and achieve financial freedom. 

When it comes to managing your money, it’s normal to feel uncertain or scared of making the wrong decision; it’s normal to feel so overwhelmed that, despite knowing you need to do something, the first step seems impossible; and it’s also incredibly normal to be earning great coin, but still feeling like you’re behind. 

At Fox & Hare we create bespoke, long term financial plans that eliminate these uncertainties and put you in control of your financial future. No more option paralysis. No more fear of missing out. No more uncertainty about how to manage your money effectively.

If you:  

• Want to achieve financial freedom. 

• Want the flexibility to live your life on your terms, not tied to a job or working 24/7. 

• Want your money to be working for you – not the other way around. 

 But the idea of learning how and where to start is more than a little daunting, let Fox & Hare do the legwork for you.