Takes less than 5 minutes and will give you a comprehensive report on what you can do to improve your path to achieve your goals.
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Our Discovery Process
Were we are going to take a deep dive into the situation, start preparing an action plan, plotting your financial roadmap, and illustrating all the areas that we can help you keep some goals over the next 12 months
Minimise stress and anxiety
Money problems are commonly cited as the highest causes of stress and anxiety for many people. Knowing where you are today and having a good understanding of what you want to achieve tomorrow and into the future provides a unmatched level of confidence and certainty, which goes a long way to eliminating the stress and anxiety caused by the unknown
Take the least amount of risk to achieve your goals
When you have a very clear idea of what you are working towards, your strategy to achieving your goals can be reverse engineered to ensure you take the least amount of risk necessary to achieve your goals. Less risk means less stress and a higher chance of success.
Become a better business owner
As an entrepreneur and business owner, it is of the utmost importance that you understand both your personal and business goals. Once you understand what it is you are seeking to achieve, we can work together to map out a strategic business plan that will see you achieve both your personal and professional goals.
Individual Services
We believe that everyone deserves the opportunity to
work towards financial freedom.
Time Efficient
You work hard and your time is valuable. Our skilled admin team will take care of much of the paperwork, saving you time and ensuring the implementation of your advice is hassle free.
Choice
Our clients enjoy a variety of investment options that extend beyond Australian shares. Clients work with their financial advisors to make informed choices on the asset classes they want to invest in.
Follow Through
Our clients receive regular reviews, tailored investment recommendations and support when you need it to ensure your advice keeps pace with life’s challenges and keep your investments on track.
Aureus Financial has changed our lives
What Does It Cost?
We offer the first consultation free to ensure that you have all the information you need to better understand your options before deciding if our services are the right fit for you.
24/7 Access
Once you are a client get insights and transparency into your investments and money with powerful daily online reporting through our online portal or mobile app.
Book Your No Obligation Chat
We offer the first consultation free to ensure that you have all the information you need to better understand your options.
Financial Planning and Financial
Wealth Coaching: Common Questions
When is the best time to see a Financial Advisor or Wealth Coach?
There is no ‘best time’, however if you are over 30 years old then speaking with a Wealth Coach can offer many benefits especially around areas related to optimising your finances, wealth building, reducing debt, growing your super, taxation and ensuring adequate strategies are in place to protect your family in the event of unforeseen circumstances.
Who have you worked with in the past?
We worked with over a 1,000 clients including professionals, business owners, we worked with anyone who is looking to take serious step to working towards financial freedom and we helped them build an excess of over $1 billion dollars in wealth.
What does it cost to get started?
First meeting is Complimentary and we present all new clients with a strategy outline illustrating what we’re trying to achieve, where we can add value the likely outcome as working together
and the associated costs which are tailored to each individual, better yet, we also offer a money back guarantee.
How can a Wealth coach help me?
We work differently to a financial adviser not that we can do everything on financial adviser does, but we also help educate you around the language of money and your coach should optimize the situation
and ensure that you can identify opportunities to build and grow your wealth.