Discovery call
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
You've drawn up the blueprint for your ideal life. In the numbers workshop you'll find out how long it's going to take and what it'll cost to get there. In this session you will work with your financial adviser to align your financial world with the real one.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.Ongoing coaching
Life and money are not set and forget. People change, goals change and life throws us (sometimes serious) curveballs. Fox & Hare membership includes ongoing support and coaching for just those situations. Unlike many of our competitors, we don't handball you a strategy then leave you high and dry. We'll 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.
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).
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