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
Make better money decisions
When you have a mentor to help teach you good money skills, you inherently begin to make better decisions with your money and thus achieve better results. Making better decisions with your money will ensure you are money financially stable and confident with money, thus improving both your financial and personal well being.
Simple and sustainable
Understanding and achieving your goals
Everyone has goals in life, however most of the time most people have not spent the time to sit down and actually ponder the question of what they are really looking to achieve. Not only do we help you to facilitate the discovery of your goals and ambitions, we also help you build the roadmap that you are going to use to achieve them.
Individual Services
It is of the utmost importance that you establish effective tax management processes at all stages in your business.
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.
Keep you on track
Keeping you on track to achieving financial and lifestyle goals with the is of the utmost importance, and having a strategic plan in place will dramatically increase the chances of you achieving the goals you have set for yourself.
Follow Through
Ensuring that your business is ready to meet the tax man’s requirements is best done correctly. Looking after your financial requirements and remaining fully compliant at all times is work best carried out by the professionals.
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?
Who have you worked with in the past?
What does it cost to get started?
How can a Wealth coach help me?
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.