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Scoped Services

Financial Services

Scoped Services

Our scoped services aim to give you access to the financial services you need when you need them by putting you in touch with the relevant expert to guide you in pursuit of the outcomes you are chasing. Whether that be sorting out your super, getting some insurance in place, refinancing your home loan or buying an investment property, our team of strategy experts are here to help you.

How does it work?

The Scoped Services approach is typically utilised by our Do It Yourself and Wealth Coaching clients who are working their way up the Wealth Pyramid and towards the complete Wealth Hub experience.

You will get access to our key professional services including Accounting and Tax, Lending for both Personal and Business, Risk and Insurance, and Property Advice. This will ensure that you are well supported in every important financial decision you make in life. At Aureus, we refer to this as our Professional Services.

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Our Business Advisory Clients

In 2017, if you had of asked me how are you finances? My body would tense up, I would feel flushed from inner embarrassment my mind would be confused and…

Marciel Audesho

I’ve been working with Jackson and the Aureus team for almost 12 months now, and I can honestly say it’s the best ‘money decision’ I have ever made. Aside from…

Andrew Button

Top bloke – knows his stuff with mortgages

Bailr Amber Milne

Sam was amazing. So helpful and knowledgable. Sam and his team helped us purchase our first home. We will definitely be recommending Sam to all our family and friends. Thanks…

Adrienne Bridges

Sam Panetta at Aureus Financial helped my partner Pete and I to buy our first home. Pete and I had been talking about buying our first property. As being our…

Natalie Panetta

One of my goals in life was to get involved in the property market. I had a basic understanding about property but I needed expert advice and guidance. There are…

Jarrod Jenkins

My partner and I were desperate to break in to the property market last year however we had little financial stability and we wanted to buy in Tasmania! Against all…

Sarah Mead

I first met Jackson when we engaged him with our personal finances and he now advises us on both the business and personal side of things. What sets Jackson apart…

Chris Thomas

Through some truly bad financial decisions and spending habits, I had accumulated quite a sizeable debts. Feeling something had to be done, I sought to consolidate all the negative assets…

Joe Lee

We have always had a goal to buy a place we will call home. Sam from the very beginning outlined the ideal way we could achieve that goal. Every step…

Joe Panetta

Hi Jackson, Just wanted to thank you for the book man I could not put it down read it in 3 days something was telling me it was a matter…

Nick Fuller

Jackson is working to help Australians reverse the statistics and help them become better savers.

David Campbell

I really like your 7 categories of spender! We need more resources like this to help people get ahead.

Sonia Kruger

Really good advice, Jackson! We need more of this.

Sarah Harris

I would love to see this kind of information taught at schools! We need to learn about the economics of being a human being at a base level. Keep up…

Peter Berner

I’ve been impressed with Jackson since we first met him. He’s nurtured our family through from being in debt through to securing two investment properties and starting a business. He’s…

Kat & Andrew Haigh

Jackson has been amazing from the outset. I had a bad run with 3 previous advisers and I trust Jackson fully . He is reliable , loyal and transparent with…

Sally Harrison

I really wanted to thank you for your awesome advice & guidance. Thanks to you we were able to make the changes we had been dreaming of for years. You…

Jason & Erica Waterworth

Sam was great!! He helped me with refinancing my mortgage and consolidating my debt. I didn’t have to do a thing. All was taken care of and Sam kept me…

Sue Leeds

My experience dealing with Sam was exemplary. His constant communication & great guidance made the experience fantastic. His support was and is greatly appreciated and I can’t recommend him enough.…

Nick Lolatgis

My husband and I recently decided to refinance our mortgage and as we were complete novices in the field, we went to Sam for help. Sam explored many different options…

Natalie Bailey

Getting Sam on board to help secure our first home was the most enjoyable part of going through the purchasing process. We had a few hiccups with the real estate…

Matt Brenchley

Sam went above and beyond to give me advice and guidance when I approached him for help to buy a property so that I could move back to Sydney and…

Kathy Palamara

I have recently completed a mortgage application and Sam was incredibly helpful! Me and my family are very satisfied with his work, care and professionalism. His service was above any…

Luis Martinez

Thanks to Sam for helping us to change lenders. He was efficient and communicated well with us at all times throughout the process. Highly recommended!

Linda Lazenby

Absolute professional. Listens. Understands. Delivers.

Leon Jacques

Sam Panetta is nothing short of outstanding. I recently bought my first property with the help of Sam and he took me through every detail very clearly and efficiently. I…

Lax Kr

Sam Panetta is just outstanding! I live and work in Tokyo and through emails and phone calls Sam communicated all that was necessary to keep me calm and confident through…

Jordan Seeto

Sam undertook a massive finance job my brother and I brought to his table in early 2016 and he dealt with it with precision and incredible professionalism. From buying our…

John Lee

Sam Panetta… What can I say! AMAZING! First property I bought and he made it so easy for me, was always there to thoroughly answer any questions any time of…

John Falvo

Where do I start! Sam helped me re-structure my investment loan and get a 2nd investment property. I can confidently say that I would happily recommend you to all of…

Faz Cyrus

Being new in the property market, I was looking for a broker who would assist me in choosing the most suitable home loan. A friend of mine referred me to…

Erhan Eminov

My experience with Sam was absolutely amazing! Buying my first property on my own was a daunting experience but Sam was there every step of the way. I couldn’t have…

Calum Wilson

Top bloke – knows his stuff with mortgages

Blair Amber Milne

Very professional and friendly service. Thank you Sam.

Bartek Gaik

We can’t thank Sam Panetta enough for helping us navigate through the process of purchasing our first home in Australia. We unreservedly recommend him for anyone looking for a professional…

Angela D’Rozario

Jackson is an easy to approach authentic transparent wealth mentor. We have been with him for over 3 years, where he has assisted us to consolidate our debts, set financial…

Andrew Trujillo

Purchasing a home can be a daunting experience, however with Sam’s help the whole transaction was seamless. My partner primarily dealt with Sam during the lending and purchasing process- however…

Ana Klisuric

Buying your first property couldn’t be easier when Sam Panetta is your broker, constantly keeps you in the loop hole, makes sure all parties come to the table and everything…

Alex Menniti

Getting Sam on board to help secure our first home was the most enjoyable part of going through the purchasing process. We had a few hiccups with the real estate…

Matt Brenchley

Sam has exceeded all expectations of the process. His follow up, contact, updates and execution were all impeccable. The process of buying our first house was daunting to say the…

Adam Allcock

We have been working with Jackson Millan as our financial advisor for the last two years. I have always found Jackson to be a thoroughly professional and knowledgeable individual, who…

Tim B

Thanks to Jackson I have tied up my insurances, created a pretty solid budget tracker and have a much better overview of my spending. He has also been invaluable in…

Nina H

We were going nowhere with our finances just getting by week to week and not saving for our future. We got in touch with Aureus Financial to see how we…

G & J Duffy

Jackson is not your typical Financial Manager. Unless your vision includes a mixture of multi patterned suits, shirts and ties. That’s not to say he is all style and no…

S Lester

Jackson Millan has been looking after not only my personal but also business finances for over 3 years now. He always goes above and beyond and always has my best…

Andy K

Working with Jackson Millan has been a good experience. He helped us correct some bad advice given to us by another financial advisor. Jackson is very pro active in his…

Cam & Jen

Thank you Sam for helping me with obtaining a mortgage to buy a house! It wasn’t an easy task as I’m a sole trader, however Sam was able to get…

Emma Leslie

J Cook Jackson is a diligent, informed, honest, available and trust worthy Wealth Manager. After working with him for over 12months I have piece of mind I have the appropriate…

J Cook

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