Financial Solutions
Services
Strategic Advice
International Networks, Local Knowledge
Conscious Money’s optimal client outcomes are achieved through a family office network of global asset managers, accountants, auditors, buyer’s agents, mortgage brokers and lawyers. We work with clients worldwide, with business owners who have complex affairs and with independently wealthy individuals to optimise their portfolios through our family office. We assist in streamlining the governance and responsibility of each member of the family, holding regular meetings with the family group to ensure that everyone is working towards the same vision.
Portfolio Management
We provide regular portfolio and overall strategy reviews, working with a variety of platforms to ensure outcomes are seamlessly tracked and managed to allow for optimal portfolio returns.
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