WELCOME TO

BOLD Fox Consulting

Empowering financial planning practices through expertly tailored financial planning efficiency solutions, fostering growth and streamlining processes within your business.

ABOUT US

I’m Danielle Fox, and I founded this company in 2024 to help you harmonise your people and processes. My genuine commitment is to financial planning practice optimisation by creating systems that work efficiently for you, ensuring long-term success. Inspired by my own family and growth journey, I bring a personal touch to every engagement.

OUR SERVICES

Our personalised approach ensures that your firm receives the attention and expert scaling small financial planning practices require for optimal growth and productivity.
At BOLD Fox Consulting, you’ll gain:

WHAT SETS US APART?

GENUINE CONNECTION

I treat your business as my own, working closely with you to understand and address your unique challenges.

Hands-On Approach

By embedding myself in your operations, I deliver financial planning practice optimisation and sustainable improvements tailored to your needs.

Future-Ready Solutions

My focus is on enhancing your systems and streamlining financial advice processes to guarantee long-term success, fostering efficiency consulting for financial advisers.

CLIENTS TESTIMONIALS

Discover how BOLD Fox Consulting has transformed other practices
by exploring what clients have to say

Stephanie Swift

8 months ago

Danielle initially came to our office for a one-day overview to observe our day-to-day practices. She sat with all employees combined and then one on one with key state holders to get an understanding of our goals (short, medium and long term) and our bottle necks. Danielle then went away and constructed a report that showed quick wins, that we could implement ourselves & also recommendations that she could help us to implement. I love that Danielle’s feedback and assistance was tailored to our business, and we aimed for “better than what we are now”, rather than chasing an unrealistic ‘ideal scenario’.
Following this, Danielle worked in our practice one day a week for seven weeks. She integrated seamlessly into the team, and I genuinely looked forward to Tuesdays knowing she’d be in the office. Together, we finalised a framework to help us achieve our goals, but her depth of knowledge meant I often sought her guidance on a wide range of ad hoc questions beyond the original scope.
As we often remind our own clients, “set and forget” isn’t a strategy. Now that our framework is in place and Danielle is no longer with us weekly, we’ve scheduled a six month review so she can assess what’s working, what isn’t, and where we can continue improving.
I truly cannot recommend Danielle highly enough, she is an incredible asset to any business.

Josh Kelly

10 months ago

I engaged Danielle at the end of 2025 to gain an external opinion on the business, what was working and what could be improved. The process for the day was a fantastic experience and one I would highly recommend to any financial planning business looking to improve their overall performance in a number of different areas, as well as make the journey enjoyable along the way. Looking forward to working with Danielle into 2026!

ES&A Financial Services – Julie Schafer

11 months ago

Danielle came into our practice for a day to observe, meet with the team and then provide feedback on how we could make our office more efficient. I love that Danielle takes the time to understand our business model first and doesn’t apply a cookie cutter approach with her ideas. Danielle is very easy to talk too, the staff loved her and we are excited with the project of works she has suggested we undertake to help improve our back end. Looking forward to working with Danielle again.

Kate Kimmorley

1 year ago

Danielle combines empathy, industry experience and instinct and has been known to us for many years. We have recently engaged her in our business where she has been excellent at evaluating where we’re at and introducing concepts, especially tech to support and streamline processes and create better efficiencies.

Nick Webb

1 year ago

We have had the pleasure of working with Danielle and Bold Fox Consulting in our business, after being referred to her by another colleague in the financial services industry. The experience has been exceptional from start to finish. Danielle’s professionalism, expertise, and genuine commitment to delivering results continues to make a real difference to our team.

We highly recommended Danielle to anyone looking for a professional who is not only knowledgeable and skilled, but also genuinely invested in your business and client success.

Nick & The Milenia Team

JOIN THE JOURNEY

Looking forward, I envision building a network of trusted clients while expanding our consulting services.

My goal is to offer financial planning businesses custom solutions that optimise workflow efficiency and scalability. Join me on this transformative journey and let us help your practice achieve its full potential.

GET IN TOUCH

Ready to elevate your financial planning practice? I’d love to connect with you!

Contact me today to explore how we can work together to make your business thrive.