1300 193 136
Preparing for your
future. You don’t have to
do it alone.

FIND OUT MORE
Listening.
To what is important to you.

FIND OUT MORE
Financial guidance.
For who you are, where you are.

FIND OUT MORE
Life is complicated.
Your finances don’t need to be.

FIND OUT MORE
Prepare to retire.
Fearlessly.

FIND OUT MORE
Building your nest egg.
FIND OUT MORE

At Conscious Money we work with you

We will support, inform and guide you toward making smart choices so you feel more relaxed
and confident about your financial future.

By listening and understanding you and your values, we will provide insight and
recommendations for your optimal path forward.

Helping with life and money

Creating, building and protecting your wealth is like planting a garden. You need to tend it.

Different activities are needed each season.

Empty nest

Planning for a fearless
retirement.

 

Death of a loved one

Supporting you in managing
family finances.

 

Your firsts...

House, marriage, child,
financial plan.

 

Caring For Loved Ones

Powers of attorney,
estate planning.

 

Marriage Breakdown

Reassessing and reorganising
your situation.

 

Sudden wealth

Helping you to best manage
your wealth.

 

Are we right for you?

Helps me stay in control

I want my adviser to keep me informed, provide me with recommendations and reassure me that I am on the right track

Are we right for you?

Stays in touch

I want my meetings with my adviser to be convenient for me – in person, by Skype and over the phone.

Are we right for you?

Understands my values

I want someone who makes recommendations that are in my best interest and match my values.

Are we right for you?

Answers my questions

I’m looking for an adviser who will spend time answering my questions and educating me about investing.

Are we right for you?

Listens to me

I want to work with an adviser who really gets to know me and my family, our values and what is important to us.

Are we right for you?

Helps me stay in control

I want my adviser to keep me informed, provide me with recommendations and reassure me that I am on the right track

Are we right for you?

Stays in touch

I want my meetings with my adviser to be convenient for me – in person, by Skype and over the phone.

Are we right for you?

Understands my values

I want someone who makes recommendations that are in my best interest and match my values.

Are we right for you?

Answers my questions

I’m looking for an adviser who will spend time answering my questions and educating me about investing.

Are we right for you?

Listens to me

I want to work with an adviser who really gets to know me and my family, our values and what is important to us.

Hear from our clients

I met Wayne Lear about 12 years ago.  I had recently divorced and was in need of some financial guidance and help. I had interviewed five other Financial Planners before I met Wayne.  They had all been only interested in my portfolio and how much I had to invest.

When I met Wayne, we had several interviews where we discussed my wishes and plans for my future. Wayne was able to glean from me what type of investor I was.  He then carefully put together a suitable portfolio for me which has very satisfactorily sustained my lifestyle ever since.

I find Wayne and his staff very approachable and helpful. I would not hesitate to recommend Wayne and Conscious Money to my friends.

VERONICA, North Sydney

Working with Wayne is like walking with a friend on the wealth building journey.

There are very few in the industry who are as committed as Wayne to the concept of educating clients in wealth creation. He has an amazing ability to look for positives when faced with financial headwinds.

Wayne helped us navigate the Global Financial Crisis and come out with our portfolio mostly intact – and in a position to take advantage of investment opportunities that he identified at that time.

Working with Wayne is all about being part of the team. No matter what happens you always feel valued.

Leanne and Graham

The next step

Questions or concerns?

Make smarter decisions

Stay informed with the latest financial insights from our experts.

  • This field is for validation purposes and should be left unchanged.
CORPORATE AUTHORISED

REPRESENTATIVE OF

Madison Financial Group Pty Ltd

AFSL No. 246679 ABN 36 002 459 001

Information contained within this website is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Conscious Money strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission.