Sam Panetta

Co-Founder | COO

Sam is a young gun finance broker, who has spent his time mastering the craft which has allowed him to win numerous industry awards and see his clients secure over $100,000,000 in finance to achieve their wealth and lifestyle goals.

Sam brings real world investment experience to the group, having begun investing in real estate and equities at the age of 18, as well as having worked as an odds arbitrager and financial derivatives dealer. Sam is on a mission to simplify the world of money and ensure that others achieve their own vision of financial freedom.

What inspired you to create Aureus Financial?
Who do you work with?
How do we work with you?
What comes next?
What inspired you to create Aureus Financial?

Throughout my life, I have seen many hard working people not achieve their financial and lifestyle goals. The common theme that holds many back is not their work ethic, rather it is a misunderstanding of how money actually functions and the decisions that are made based on that flawed understanding.

If we could help people make better money decisions, we could in turn help them achieve their financial and lifestyle goals. With this in mind, we have created a revolutionary financial services model that educates and empowers clients to make the best money decisions possible whilst providing each tool necessary for them to execute on their wealth strategy and achieve the lifestyle and financial goals that they desire and deserve.

Who do you work with?

Financial freedom should not be the domain of the elite few, and with the right education and tools we believe everyone should have the opportunity to live a full and prosperous life, with financial freedom being a journey and not a destination. With this in mind, Aureus Financial provides multiple entry points depending on your stage of life which includes DIY e-Learning, group coaching, scaled advice and financial services and full bespoke services.
Our proprietary ‘Wealth Hub’ gives you access to everything you need in one place which includes wealth education, coaching, strategic advice, tax & accounting, risk management, lending & finance, wealth creation & management, legal services, virtual CFO and business advisory. We aim tobe the solution to all of your financial needs under the one roof.

How do we work with you?

We are all busy and this is the main reason most of us fail to plan in the first place. We have work, business and family commitments along with trying to live a life and enjoy the fruits of your labour. With this in mind, we aim to offer a virtual offering that aims to make best use of your time and provide you with support and guidance as and when you need it from anywhere in the world.

If you prefer a more traditional approach, no worries. We have offices on the Northern Beaches and Sydney City.

We believe that any strategy planning for the future should pass 3 tests:

  1. Simple – it must be simple and easy to understand.
  2. Sustainable – it must be sustainable over the long term.
  3. Scalable – it must scalable to achieve growth over time.
What comes next?

Our process is all about giving you peace of mind and certainty for the future. As such, we offer a complimentary Discovery Session where we help you define your goals and understand your ‘why’, start piecing together your financial road map and give you insights into how we can add value to you.

Better yet, we offer all of our clients a money back guarantee for engaging in our services. If we promise we can help you achieve an outcome and you don’t get there by following our plan, we will refund you 100%. We want to have skin in the game and invest in a long term partnership to help you reach your destination.

Get started today with a FREE 15 Minute Phone Chat!
Menu