At Conscious Financial we understand how finance is a powerful tool to build wealth and comfort. We build a conscious strategy beyond just taking out a mortgage; it’s a life strategy.
We’re passionate about transforming your dreams into reality through finance, guided by honesty and care. At our core, we believe in being long-term partners in your financial journey, ensuring we're by your side every step of the way. Let us be your trusted partner as we work together to achieve your dream life.
Simon Birch, Founder | Goal Miner
With over 25 years of experience in the finance industry, Simon brings a wealth of practical knowledge and expertise to the table. Renowned as a trusted expert within the industry, Simon's approach is both insightful and empathetic.
In meetings, you'll often find Simon taking a moment to close his eyes and take a deep breath. Far from nodding off, he's actually deeply connecting to provide the best solutions to meet his client’s aspirations and objectives. This personalised approach lies at the heart of Conscious Financial's ethos.
Simon's knack for making finance engaging and accessible is truly remarkable. With his honest and caring demeanour, he transforms complex topics like loans and interest rates, infusing his cheeky nature to make the experience enjoyable for all involved.
Simon isn't just a mortgage broker; he's a magic-maker, dedicated to empowering his clients to achieve their financial goals while ensuring a positive and memorable journey along the way.
Mandy Dore, Strategic Partnerships | Clients Relations
Driven by a passion for fostering strong client relationships, Mandy brings a wealth of experience across diverse business sectors.
With a keen eye for detail and a strategic mindset, Mandy oversees the day-to-day operations. She understands that true success lies in fostering meaningful client relationships grounded in trust and mutual growth.
"We regard each client as our top priority, ensuring they encounter nothing short of excellence. Our satisfied clients are our best advocates, so we strive to exceed expectations, knowing that their referrals fuel our growth and expansion."
Lisa Harvey, Head of Residential Finance
Meet Lisa, our Head of Residential Finance, whose extensive expertise spans the entire lending process, from pre-application assessment through to settlement and beyond.
Lisa is committed to providing our clients first-rate support and guidance, ensuring a smooth and stress-free experience from start to finish.
Time and again, our clients express their gratitude for Lisa's invaluable assistance, highlighting her accessibility, responsiveness, and proactive approach in addressing their needs. She goes above and beyond, navigating the intricacies of the process, and making it seem effortless.
With Lisa steering the ship, rest assured that your financial journey is in the most capable of hands.
Kylie Boreham, Onboarding Specialist
Introducing Kylie, our dedicated Onboarding Specialist. In her role, Kylie spearheads the crucial initial stages of our client relationships, ensuring a smooth and efficient process from the get-go.
Known for her patience and meticulousness, Kylie manages the pivotal task of collaborating with clients to gather all necessary documents, a process that can span from two days to a few months. Her patience and follow-up is legendary!
Kylie's commitment to excellence set the foundation for seamless transitions, laying the groundwork for successful partnerships with our valued clients.