We Work with a Fresh Perspective & Understanding of the Modern Generation
Those at this stage often have a lot of questions around what does an adviser do, or if now is the right time to seek advice. You mightn’t think that you’re ready, or you may think advice is only for the rich – but it’s never too early to create a plan towards your goals, and we’re here to show you how!
Having a trusted Financial Planner on board is like having a money coach. We are here to help set your goals – both short term & long term, whatever they may be (and we’ve heard them all!), then bring them to life!
“A dream becomes a goal when action is taken toward its achievement”
You’re financially ok but think you could be doing better? One of the biggest advantages of having an adviser is accountability. Through hours of googling and self-study some people may be able to implement their own strategy, but actually putting this plan into action and sticking to it, is a whole different ball game!
Through on-going engagement with an adviser you’re able to constantly review your plan and clearly see how you are tracking towards achieving your goals.
“Money is the opposite of the weather. Nobody talks about it, but everybody does something about it.”
We know that you care deeply about achieving your personal goals. Do you have a plan in place to get you there? Honesty is important and transparency is key. Who do you trust when it comes to those tough financial decisions? As for financial security, knowledge and confidence are paramount. Do you have questions you would like to clarify?
A recent study showed that women commonly use terms such as “unwelcoming,” “patronizing,” “male-dominated” and “full of jargon” to describe the wealth management industry. Globally, 67% of females feel their financial adviser misunderstands their goals or cannot empathise with their lifestyle.
You’re not alone in your quest for financial freedom. Here at Fox & Hare we have created a community where like minded women come together and achieve financial success.
“Some of us are becoming the men we wanted to marry.”
Do you know the difference between de facto and marriage? Are you aware of how this affects the redistribution of wealth, in case of the unthinkable? Planning a family? How can you ensure your children are financially and legally protected?
We help you navigate the complexities of de-facto relationship status and guide your family toward financial and legal security.
“You must have a game plan. If you aim at nothing, you will hit it every time.”