Aureus Financial provides comprehensive financial planning services, including retirement planning, investment management, superannuation advice, insurance solutions, tax planning, estate planning, and business financial advisory. Our goal is to help you achieve your financial objectives through personalised strategies.
Frequently Asked Questions (FAQ)
Sydney Financial Planning Advisory: Common Questions
We assist you in creating a tailored retirement plan by analysing your current financial situation, projecting future income and expenses, optimising your superannuation, and recommending investment strategies to ensure a comfortable and secure retirement.
Our fees vary depending on the complexity of your financial needs and the services you require. We offer transparent fee structures that are based on the complexity of your situation and the value we can deliver to you. Our packages and programs start at $100 per week and go to $2,000 per week.
Getting started is simple! Schedule an initial consultation through our website or by contacting us directly. During this meeting, we’ll discuss your financial goals, assess your current situation, and outline a customised plan to help you achieve your objectives.
Absolutely. We prioritise the security and confidentiality of your personal and financial information. Aureus Financial employs industry-standard security measures and complies with all relevant privacy laws to protect your data.
Yes, we offer comprehensive investment management services tailored to your risk tolerance, investment horizon, and financial goals. Our team continuously monitors your portfolio and makes adjustments as needed to optimise performance.
Our team comprises highly qualified and experienced financial advisors, certified financial planners, and investment specialists with years of experience in the financial industry. We are committed to ongoing education to stay current with market trends and regulatory changes.
Aureus Financial stands out through our personalised approach, commitment to client education, transparent fee structures, and a holistic view of financial planning. We prioritise building long-term relationships and ensuring that our strategies align with your unique goals and values.
Yes, we provide tailored financial advisory services for both individuals and businesses. For businesses, we offer services such as business succession planning, employee benefits, cash flow management, and strategic financial planning to support growth and sustainability.
We recommend reviewing your financial plan at least annually or whenever significant life events occur, such as marriage, the birth of a child, career changes, or approaching retirement. Regular reviews ensure that your plan remains aligned with your evolving goals and circumstances.
Our financial planning process involves the following steps:
- Initial Consultation: Understand your financial goals and current situation.
- Data Gathering: Collect necessary financial information and documents.
- Analysis: Assess your financial status and identify opportunities and challenges.
- Plan Development: Create a customised financial plan with actionable strategies.
- Implementation: Execute the recommended strategies.
Monitoring and Review: Continuously track progress and make adjustments as needed.
Yes, we offer virtual consultations to accommodate clients’ schedules and preferences. Whether you’re located in Sydney, Brisbane, Melbourne, Perth or anywhere else, you can access our services through secure video conferencing platforms.
Our team participates in continuous professional development, attends industry seminars, and subscribes to leading financial publications. We also collaborate with other financial professionals to stay informed about regulatory changes and emerging market trends.
Yes, effective tax planning is a critical component of our financial advisory services. We work with you to optimise your tax strategies, take advantage of available deductions and credits, and ensure compliance with all tax regulations to minimise your tax liability.
You can reach us through the following methods:
- Phone: 1300 763 894
- Email: contact@aureusfinancial.com.au
Contact Form: www.aureusfinancial.com.au/breakthrough
