Coffee Catch-up
Book in a free, 45 minute, no pressure consultation where we discuss your financial frustrations and greatest aspirations.Goals & Values Session
Your first session with a financial adviser! In this session you'll determine what’s important to you and what you’ll be working towards. This is where you draw the blueprint for your ideal life.Numbers Workshop & Cashflow Session
You've drawn up the blueprint for your ideal life and you'll take a major step toward it in your Cashflow Session, a practical workshop where we map your income, spending and savings, organise your accounts, and set up the structure that supports your goals day-to-day. Then, in the numbers workshop you'll find out how long those goals going to take and what they'll cost to get there.Receive initial strategy
Things are starting to heat up. Your initial strategy is version one of the roadmap to financial freedom. You'll review the strategy with your adviser and work together to refine your journey until its perfect. Membership fees start once the initial strategy is presented.Implementation and Ongoing Advice
Life and money are not set and forget. People change, goals change and life throws us (sometimes serious) curveballs. Fox & Hare membership includes ongoing Strategic Review cycles for just those situations. Unlike many of our competitors, we don't handball you a strategy then leave you high and dry. We'll also help to implement implement everything we can and stick by your side for as long as you need us. Never feel lost, alone or locked out again!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 journey toward financial freedom!
What’s Included?
- 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.
What’s Included?
- 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.
What’s Included?
- 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.