Securing a mortgage or navigating financial options as a pensioner, be it a disability or aged pensioner, can present unique challenges. However, these can be efficiently addressed with the proper guidance and expertise.Â
At Aureus Financial, we specialise in assisting pensioners in Sydney to find the ideal mortgage solutions tailored to their specific needs.
Mortgage matters can be intricate, especially for pensioners, who often face additional scrutiny and have specific requirements. Pensioners in Sydney choose Aureus Financial because of our deep understanding of their unique circumstances.Â
The introduction of the 2021 Best Interest Duty (BID) legislation by the federal government ensures that mortgage brokers act in the best interests of pensioners, and we’re proud to be at the forefront of this change.Â
This legislation, paired with our commitment, means that pensioners can trust us to provide genuine, unbiased advice and find the best possible mortgage solutions for them.
We believe in clarity and open conversations. Book a no-obligation chat with our experts if you’re a pensioner looking to secure a mortgage or seeking financial guidance. We’re here to answer your queries, clear your doubts, and help you confidently take the next step.
“Jackson has a way of simplifying money to help you get clear on the action required to achieve the goal… A complete game changer for me and my family”
-Scott Gellatly
Scale My Empire
“I was new to business and didn’t know much about money and finance. Because of Jackson, I now have a successful and profitable business, have paid out our bad debts and we are now building wealth”
– Marius duPreez
Swell Marketing
“I was close to giving up and with Jackson’s help I have turned my business around and I am on track to have the best year ever! I even have my wife on board believing in me and my business.”
– Ivo Exposto
I & S Joinery
If you’re looking for a financial advisor in Sydney, look no further than Aureus Financial. Contact us today to schedule a consultation with one of our experienced financial advisors. Let us help you secure your financial future.
As a pensioner, your financial situation differs from the average income earner. Traditional banks and lenders might not always have the flexibility or understanding to cater to your needs.
A mortgage broker, especially one experienced in working with pensioners, can help bridge this gap. They can navigate the nuances of the lending landscape to find a solution tailored to your circumstances.
Aureus Financial offers a range of mortgage broking services tailored for pensioners in Sydney. From assessing eligibility and sourcing lenders favourable to pension incomes to assisting with paperwork and ensuring a smooth application process — we’re dedicated to guiding pensioners through every step.
Our edge lies in our deep understanding of pensioners’ challenges and our commitment to serving their best interests. The 2021 BID legislation backs this commitment, ensuring that our advice and actions always favour our clients. Our team is trained to provide solutions that cater specifically to pensioners, be it disability or aged.
Starting your journey with Aureus Financial is simple. Book a no-obligation chat with our team. We’ll discuss your needs, answer your questions, and provide insights into how we can assist you in securing the best mortgage solutions for your circumstances.
Aureus Financial is dedicated to providing a full suite of mortgage broking services explicitly designed for pensioners in Sydney. Our approach is holistic; we assess individual needs, factor in unique challenges, and then source the best loan options available.
Navigating the mortgage landscape as a disability pensioner can be challenging. Traditional lenders might not always consider disability pensions a stable income. But at Aureus Financial, we understand the nuances.Â
We’ve forged connections with more open and flexible lenders, ensuring that disability pensioners receive fair consideration and access to suitable home loan options.
For aged pensioners, obtaining a mortgage or refinancing an existing one can be daunting. Age, coupled with the constraints of a fixed income, can lead to scepticism from traditional lenders. We’re here to bridge that gap.Â
Our team is well-versed in sourcing loan options suitable for aged pensioners, ensuring you’re treated fairly and respectfully.
Being on a pension shouldn’t exclude you from seeking better loan terms. We can guide you if you’re an existing homeowner and wish to refinance for a more favourable rate or different loan features.Â
Aureus Financial has successfully helped numerous pensioners refinance their loans, ensuring their financial arrangements align with their current needs.
A reverse mortgage can be an attractive option for pensioners looking to leverage the equity in their home. It allows homeowners to borrow money using the equity in their home as security, providing additional funds for living expenses, medical bills, or other needs.Â
However, navigating this option with complete understanding and caution is crucial. At Aureus Financial, we offer expert guidance on reverse mortgages, ensuring pensioners make informed and beneficial decisions.
The first step towards financial empowerment is choosing the right partner on your journey. At Aureus Financial, we pride ourselves on being a service provider and an extended family to all our clients.Â
From the moment you start a conversation with us, you’ll feel the difference — personalised attention, transparency, and a genuine desire to see you succeed. We stand by you, celebrate your milestones, and are here during challenging times.
So, why wait? Today, Be part of the Aureus Financial family and experience a relationship built on trust and mutual respect.
In the ever-evolving world of finance, knowledge is power. At Aureus Financial, we believe that our clients deserve to be well-informed about every aspect of their financial journey. This commitment drives us to educate our team and valued clients continuously.
More than just offering services, we provide the tools and knowledge necessary for our clients to make informed decisions. This proactive approach to education underscores our dedication to your financial well-being. Choose Aureus Financial, and choose a lifelong learning partner.
Are you a 6–7 figure business owner ready to increase your profit? Complete our 40 point financial performance scorecard (average score is 18/40)
The performance scorecard helps you understand your current financial position and allows us to tailor the best solutions. Click the button below.
