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.
We help you to understand and achieve your goals.
Book a time to work towards your financial goals and complete a financial health check. If we don't find at least $500 of value we will put that amount in to you chosen charity.
Creating Wealth Working Towards Financial Freedom
Have a complimentary discovery session with one of our wealth coaches
We Are Proud To Have Been Featured In
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
Let Us Help You Grow Your Wealth
You shouldn’t need to be wealthy to get great ﬁnancial planning advice. Our wealth coaches, process and tools have a proven track record of helping our clients grow their money and achieve better ﬁnancial lives.
Great Advice Made Easy
Tailored strategic advice is a great investment. We have made it easy by ensuring your wealth creation journey is one we take together. You’ll receive end-to-end support as we create your plan and keep you tracking towards your goals.
Our unique process looks beyond basic financial planning to seamlessly integrate specialists in accounting & taxation, risk, equities, superannuation, finance and property with the goal of maximising your financial potential and bringing your goals to life sooner.
We believe that everyone deserves the opportunity to
work towards financial freedom.
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.
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.
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.
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.
Financial Planning and Financial
Wealth Coaching: Common Questions
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.
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.
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.
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.