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

Complete our FREE wealth quiz to see how you are tracking to financial freedom.

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

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.

Results Focused

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.

Individual Services

We believe that everyone deserves the opportunity to
work towards financial freedom.

Grow Your Money

Create a plan with our wealth coaches to make the most of what you have, grow your money and achieve the life you want

Boost Your Super

We are Superannuation and SMSF specialists, let us show you how to take control and boost your super.

Plan for a Better Retirement

Creating a plan to retire when you want is the dream of many Australians. Lets make it a reality.

Protecting Your Loved Ones

Our advice process will explore strategies to cover the things you value and help protect the ones you love

Minimise Bad Debt

Our advisers will review your finances and identify way you could save thousands

Tax Minimisation

We can help you maximise your income, tailor a tax strategy and take advantage of gov incentives

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.

Our Offices

Zoom Meetings

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.

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.

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