Conscious Money

Conscious Money is a bespoke financial advice firm providing holistic advice on matters from broad strategy and investment portfolios to trusts and superannuation. As a family group, we work with high-net-worth individuals, complex family structures, business owners and young professionals. Conscious Money’s ethos is founded on the basis that there is no one-size-fits-all approach to finance; individual situations require individual financial strategies. Our team provide a tailored approach to each client’s financial journey, getting to know the ins and outs of your situation, goals and processes in order to develop the optimal strategy and individualised advice documents. We believe that accountability is important, and conduct regular review meetings to ensure that our strategies are working for you. Working closely with global asset managers, accountants, auditors, buyer’s agents, mortgage brokers and lawyers, Conscious Money provides a family office for our clients to create a cohesive financial strategy which benefits you and your loved ones.