He helps his clients systemise their finances effectively to ease their financial troubles, avoid financial stress and focus on working on their goals but he’s barely following his advice. He knew he needed an outsider’s opinion to make sure that he’s making the right decisions for his businesses and personal finances.
“Most business owners have a lot of things on their plate so we rarely have time to look after our stuff like what I do for all our clients. Things like this were just getting pulled on the back burner all the time. So having a team of people that handle that for us is awesome.”
WORKING WITH SOMEONE YOU TRUST
When you are working with a finance professional, you have to be ready to be financially stripped down. So it goes a long way when you work with someone whom you trust and connect with. Luckily for Danny, he already knows someone in his network who can help him.
“There’s an element of working with people I get along with. I trust and connect with Jackson and Sam. We understood each other because we live the same lives. They understand and help me through my business and personal finances.”
THE 3 BIGGEST BENEFITS DANNY GOT FROM THE WEALTH ACCELERATOR PROGRAM
- Peace of mind around financial security
- Ongoing support
THE GREATEST VALUE
Danny continues to get a tonne of value from working with Aureus Financial but what stands out for him is the certainty that the Aureus Team offers.
“It’s the certainty. I got two businesses running and a growing family, everything’s gone 100 miles an hour so knowing that the things that need to be done give me certainty. We look at our systems in place when we need to look at them and have checkpoints to check if we’re on the right track. Everything is sorted. I don’t have to think about this pile of stuff sitting in my head because I know it’s going to be taken care of.”
SO, WHAT DID THE PROGRAM DO TO DANNY CHIHA?
“Everything got sorted promptly. On our side, it was easy. Everything just kind of happened. There was a lot of work that we had to do in terms of getting clarity of what our financial, business and lifestyle goals are and communicating those goals to the Aureus team.”
WHAT CAN DANNY SAY TO OTHER BUSINESS OWNERS OUT THERE CONSIDERING THE WEALTH ACCELERATOR PROGRAM?
“Work with Aureus Financial! Obviously, some people make buying or investment decisions that get scared about where your money is going but you can always trust Aureus. Take that mental roadblock off yourself and try working with them. They’ve always looked out for us and do whatever we need to make sure we’re happy with the services.”
Are you on track to achieve your financial an lifestyle goals?
Complete an expression of interest form and we can discuss how we can help you remove cash-flow bottlenecks
and turn your business profits into personal wealth.
STEP 1 TO BECOME A PRIVATE CLIENT
Complete an expression of interest form and we can discuss how we can help you remove cash-flow bottlenecks and turn your business profits into personal wealth