What Fox & Hare Financial Advice does

Fox & Hare Financial Advice is an Australian B-corp certified financial advisory practice headquartered in Darlinghurst, New South Wales, founded in 2017 with 17 employees. The firm delivers bespoke, long-term financial plans to Australians aged 20-45, with service lines covering property purchase advisory, investment advisory, and a Financial Freedom Program. Initial client engagement is funneled through a personal 'coffee with Will' consultation booked via HubSpot, after which adviser, paraplanner, and member concierge teams deliver ongoing advice. Pricing is not publicly disclosed and the firm operates under a fee-for-service, recurring advisory model.

The firm is structured as an authorized representative of Paragem Pty Ltd (ABN 16 108 571 875, AFSL 297276), which is itself a subsidiary of ASX-listed Count Limited (ABN 111 26 990 832). This corporate structure provides Fox & Hare with regulatory licensing without the cost of holding its own AFSL. The core technology surface is a member portal (foxandhare.au.pfp.net) that surfaces net worth, 12-month growth charts, and action items for existing clients; the site is built and maintained by Rock Agency. No proprietary AI, API, or data products are offered.

Go-to-market is sales-led and content-driven, with the firm building earned media presence in publications such as the Sydney Morning Herald, Australian Financial Review, Equity Mates, Marie Claire, and Money Magazine, alongside member case studies and an events calendar. Revenue is generated through fee-for-service financial advisory engagements under the Paragem AFSL, with no public disclosure of pricing, revenue, or unit economics. Fox & Hare targets a single demographic persona (young Australians seeking to buy property, get invested, or achieve financial freedom) and operates as a national Australian practice from a single Sydney headquarters.

Name

Fox & Hare Financial Advice

Legal name

Fox & Hare Financial Advice

Website

https://foxandhare.com.au

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Fox & Hare Financial Advice is an Australian B-corp certified advisory firm that delivers bespoke, long-term financial plans to Australians aged 20-45, covering property purchase, investment, and financial freedom goals via recurring fee-for-service engagements under Paragem Pty Ltd's AFSL.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

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

Keywords

• Financial advisory services
• Wealth management advice
• Investment planning
• Property purchase advice
• Financial freedom planning

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Fee-for-service financial advice model operating under Paragem Pty Ltd AFSL. The company creates bespoke financial plans for clients covering property purchase, investments, and wealth building.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Fox & Hare Financial Advice is a financial advisory firm that creates bespoke, long-term financial plans for Australians aged 20-45. Its core services span property purchase advisory, investment strategy, and comprehensive financial freedom planning, delivered by a team of advisers, paraplanners, and member concierge officers. Clients access their plans, net worth tracking, and action items via a dedicated Member Portal.

Product overview

Fox & Hare Financial Advice is a financial advisory firm that offers a unified suite of services rather than a modular software platform. Their core offering consists of personalized financial planning and advisory services targeted at Australians aged 20-45. The portfolio includes a bespoke financial planning service, a Financial Freedom Program, Property Purchase Advisory, and Investment Advisory. All clients access their progress through a Member Portal where they can monitor net worth and growth metrics.

Differentiator

Problem solved

Functional benefit

Products and services

• Bespoke Financial Planning Long-term financial planning services tailored to individual clients aged 20-45, creating customised roadmaps for achieving financial goals including property purchase, investing, and financial freedom.
• Financial Freedom Program Advisory service focused on helping clients aged 20-45 achieve complete financial independence through strategic planning and wealth building.
• Property Purchase Advisory Expert guidance on buying property, including feasibility analysis, timing, and strategic planning to help clients enter the Australian property market.
• Investment Advisory Financial advisory services helping clients get invested in various investment vehicles and build wealth through strategic investment decisions.
• Member Portal Online client portal allowing members to view their current net worth, last 12 month growth charts, and action next steps on their financial journey.

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

Integration1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• Paragem Pty LtdcoreStrategic or Co-development PartnerFox & Hare Financial Advice operates as an authorized representative of Paragem Pty Ltd ABN 16 108 571 875, holder of Australian financial services licence number 297276. Paragem provides the AFSL under which Fox & Hare delivers financial advisory services.
• Count LimitedcoreStrategic or Co-development PartnerParagem Pty Ltd is owned by Count Limited ABN 111 26 990 832, which is listed on the Australian Stock Exchange. Count Limited is the ultimate parent entity providing the corporate structure for Fox & Hare's advisory operations.
• Rock AgencyminorImplementation/ SI/ Consulting PartnerWebsite development and design agency credited for the Fox & Hare website.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Wealthfront: US-based robo-advisor and financial planning platform targeting younger mass-affluent investors. Comparable on automated advice, planning tools, and target demographic, though operating at much greater scale in a different geography.
• Betterment: US-based digital investment and retirement advice platform with goals-based planning. Comparable as a mass-affluent goals-based advice platform, though serving a US customer base.
• Acorns: Micro-investing and saving app targeting young adults with automated portfolio products. Comparable on demographic targeting (20-45 entrants) and recurring subscription model, though US-centric.

Direct peers

• Six Park: Australian digital wealth manager offering low-cost portfolio management and advice to retail investors, including younger demographics. Directly comparable as an Australian retail-investor advisory platform competing for the same 20-45 cohort.
• Raiz Invest: Australian micro-investing and savings app targeting younger retail investors with automated portfolio construction. Comparable on demographic (young Australians), category (retail investment advice) and Australian-only footprint.
• Spaceship: Australian investment platform (Spaceship Voyager and Super) targeting millennials and younger professionals with thematic and diversified portfolios. Directly comparable on demographic, retail investment category, and Australian-only footprint.
• Verve Money: Australian women-focused financial advice and superannuation firm. Comparable as a niche-demographic Australian advisory brand with a values-aligned (feminist) positioning similar to Fox & Hare's B-Corp stance.
• Hoddle (by Wealth Enhancers): Australian subscription-based financial advice and planning service targeting younger professionals. Closest direct competitor on subscription advice model and demographic.
• Count Financial (Count Limited dealer group network): Parent group and broader authorised representative network under Count Limited. Comparable as same-parency advisory firms sharing the Paragem AFSL infrastructure and competing for similar Australian advice clients.

Others

• Maple Brown Abbott: Australian boutique investment manager offering portfolio management services. Adjacent rather than directly competing — serves more institutional/HNW clients rather than Fox & Hare's mass-affluent youth segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fox-hare-financial-advice

Compliance1 record

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