Fox & Hare Financial Advice

What Fox & Hare Financial Advice does

Fox & Hare Financial Advice is a private, fee-based financial advisory firm based in Darlinghurst, Australia, targeting Australians aged 20-45 who are navigating property purchase, investment, and long-term financial freedom decisions. The firm positions itself as a B-Corp certified advisory and delivers bespoke, long-term financial plans structured around three client journeys: buying property, getting invested, and achieving financial freedom, with a stated capability to forecast goal timelines 'right down to the day.' It operates exclusively on the consumer end of the market and does not serve enterprise or institutional clients.

The firm's product surface consists of three components: the core Financial Planning and Advisory Service delivered by advisers, paraplanners, and member concierge staff; a Members' Portal hosted at foxandhare.au.pfp.net where clients can view net worth, 12-month growth charts, and action plan steps; and the structured 'Advice Journey' process that maps out possibilities and timelines across the three goal areas. The technology stack is deliberately lightweight — a website CMS, HubSpot meeting scheduling, and a third-party portal — with no proprietary AI, no API surface, and no disclosed data assets.

Fox & Hare generates revenue through fee-based professional services for bespoke financial plans, with pricing not publicly disclosed and prospective clients directed to book a 'Let's Chat' consultation. The firm operates as an authorised representative of Paragem Pty Ltd (AFSL 297276), which is owned by ASX-listed Count Limited, providing the regulatory licence required to deliver advice in Australia. All distribution is direct-to-consumer and domestic, relying on earned media across major Australian publications, content-led 'Money Stories,' and the HubSpot scheduling funnel for new client acquisition.

Name

Fox & Hare Financial Advice

Legal name

Fox & Hare Financial Advice

Website

https://foxandharewealth.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial advisory
• Financial planning
• Wealth management
• Investment advice
• Retirement planning

Headquarters

HQ city

Darlinghurst

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: Fox & Hare generates revenue through fee-based financial advisory services, providing bespoke long-term financial plans to individuals. As an authorised representative of Paragem Pty Ltd (AFSL 297276), it delivers advice across property purchase, investment, and financial freedom pathways.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Fox & Hare Financial Advice delivers bespoke, long-term financial plans to Australians aged 20-45, addressing property purchase, investment strategies, and financial freedom goals. The firm operates as an authorised representative of Paragem Pty Ltd (AFSL 297276) and supports its advice with a member portal that tracks net worth and growth, plus a structured Advice Journey engagement process.

Product overview

Fox & Hare Financial Advice offers a unified financial planning and advisory service for Australians aged 20-45. The core offering consists of bespoke long-term financial plans addressing property purchase, investment, and financial freedom objectives. This is supported by the Members' Portal (an online platform for tracking net worth and growth metrics) and the Advice Journey (a structured engagement process that maps out financial possibilities and timelines). The company operates as an authorized representative of Paragem Pty Ltd under Australian financial services licensing.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning and Advisory Services Bespoke, long-term financial plans tailored for individuals aged 20-45, covering property purchase (first home, investment property), investment strategies, and pathways to financial freedom. Delivered by human advisers under Paragem Pty Ltd's Australian Financial Services Licence (297276).
• Members' Portal Online portal (foxandhare.au.pfp.net) for existing members to view current net worth, last 12-month growth charts, and action the next steps on their financial journey. Used as an ongoing client engagement and retention tool.

Quantifiable outcome

• $130,000 credit card debt eliminated (Robbie case study)
• +1 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Paragem Pty LtdOthersFox & Hare Financial Advice is an authorised representative of Paragem Pty Ltd (ABN 16 108 571 875), holder of Australian Financial Services Licence number 297276. Paragem Pty Ltd is owned by Count Limited (ABN 111 26 990 832), an ASX-listed company. This is a regulatory licensing relationship through which Fox & Hare is authorised to provide financial advice in Australia.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• AMP Wealth Management: One of Australia's largest incumbent wealth managers with extensive adviser networks, platforms, and product shelves. Competes with Fox & Hare across multiple use cases but does not specialise in the 20-45 demographic, giving Fox & Hare a niche advantage it must defend against incumbent scale.
• Betterment: US-based digital wealth manager offering automated portfolio management and financial planning to mass-affluent retail clients. Broader scale and geographic reach than Fox & Hare, with overlapping use cases (goal-based investing, financial planning) that represent the competitive ceiling Fox & Hare may face as digital advice matures.
• IOOF / Insignia Financial: Major Australian wealth and advice group encompassing multiple advice brands. Provides a broad incumbent benchmark for distribution scale and product breadth; competes for the same underlying Australian advice customers though not focused on the 20-45 niche.

Emerging players

• Spaceship: Australian fintech offering managed funds and superannuation targeted at younger investors. Competes for the same 20-45 demographic with a more digital, lower-touch model that pressures traditional advice pricing and represents an alternative path to the 'get invested' goal.
• Raiz Invest: Australian micro-investing app (ASX-listed) targeting younger Australians with small-dollar automated investing. Competes for the same 20-45 demographic at the entry-level 'get invested' end of the journey and represents the digital-first alternative Fox & Hare must differentiate against.
• The Motley Fool Australia: Australian arm of the global investment content and advice brand, offering subscription research and recommended portfolios to retail investors. Overlaps with Fox & Hare's content-led, education-forward approach to the same younger retail demographic, though primarily a content business rather than a full advice practice.

Regional players

• Wealthsimple: Canadian digital wealth manager offering robo-advice and financial planning to a similar millennial/Gen Z mass-affluent cohort. Comparable demographic positioning and B-Corp-adjacent values branding, but operates in Canada and the UK rather than Australia, making it a non-competing geographic peer.

Direct peers

• Affinia Financial Group: Australian financial advice firm offering holistic wealth advice to retail clients across life stages. Comparable fee-for-service model and target market, though typically serving a broader age range rather than Fox & Hare's focused 20-45 niche.
• Intelligent Investor: Australian independent investment research and advice subscription service for retail investors. Targets a similar self-directed mass-affluent demographic and competes for the same 'get invested' and 'achieve financial freedom' use cases that Fox & Hare addresses.
• Doherty Financial Planning: Australian boutique financial advice firm offering bespoke financial planning to individuals and families. Comparable in business model (fee-based bespoke advice), target market (retail/Australian consumers), and scale relative to Fox & Hare.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks3 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/foxandharefinancialadvice

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fox & Hare Financial Advice