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
Having your time and energy back
We know that as a dedicated business owner, you have invested a significant amount of your time and energy into your business. It is important that we work towards a sustainable business model that is not only successful financially, but more importantly provides you with the time and energy to enjoy the fruits of your labour.
Understanding and achieving your personal goals
If you have not taken the time to ask yourself what you are trying to achieve in your personal life, it will be near impossible for you to understand what you need to achieve from your business. We help to facilitate the conversation and help you understand what you are actually working towards, and then what needs to be done for you to achieve these goals.
Understanding and achieving your business goals
Once we understand what you are working towards personally, we can reverse engineer your business strategy and pinpoint exactly what your business needs to achieve in order for you to achieve the financial goals and personal lifestyle you desire. We help by facilitating the conversation and providing both the framework and the tools necessary for you to achieve your 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
With our team of experts, we work with you to establish your business strategy and provide the tools for you to effectively execute on that strategy and achieve your business, financial and lifestyle goals.
Follow Through
Our clients receive regular reviews. Whilst it is super important to establish your macro business strategy, it is just as important that you actually execute on the strategy, and this is only possible if you have the tools to do so. .
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.