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Brookvale

Suite 114/ 117 Old Pittwater Rd Brookvale NSW 2100

Sydney

Level 8/ 261 George St Sydney NSW 2000

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Google Rating

5.0

Based on 43 reviews

Aureus Financial - Financial Planner & Mortgage Broker Brookvale

5.0

Grace humphreys

00:02 05 Jan 20

Sam and the team at Aureus supported me in obtaining my first home loan. Throughout the whole process, Sam and the team were fantastic. Everyone on the team is extremely capable and were able to provide prompt and detailed responses to a variety of my questions. The written and verbal information I received was consistently presented in a clear and easy to understand manner. I was always given multiple options surrounding financial pathways. I was also provided with opportunities to seek further clarification at any point in the process. This really helped me as it was my first time applying for a home loan. Some of the highlights of working with Sam and the Aureus team included clear communication, trusted professional relationship, the dedication of the whole team and above all achieving financial goals.Thank you so much for your support and hard work. I really appreciate your guidance and passion for supporting others in achieving their financial goals.

Sally Harrison

05:46 12 Dec 19

I can highly recommend Jackson and his team. I've been working with Jackson for over 4 years and have followed him when he moved practice pre Aureus and plan to stay with him long term. I feel supported and trust his judgment with my financials. He makes things easy to understand and now I also get support and coaching with my business! I'd recommend to anyone wanting to get on top of their present and future !

Chris Pemberton

07:03 02 Dec 19

Entire team at Aureus are legends and have provided consistent value in the bucket loads since day one. Sam, Sal and Jackson cant thank you enough!

Eduardo Rodrigues

07:25 20 Nov 19

Been working with Jackson and the team for quite a few months now and am really pleased with the outcomes achieved so far. Jackson educated us about various complexities regarding superannuation and assisted by implementing changes to maximize returns whilst reducing super costs and fees; helped us further improve casflow and maximize return on our savings. Beyond all the practical advice, Jackson added a lot of value to our lives by asking us the questions about our vision for the future. Deep, confronting questions that we wouldn’t otherwise ask ourselves. Our answers were the ingredients for an achievable roadmap.

Chris Benjamin

00:30 20 Nov 19

Aureus have been great all the way through this process. They have been enormously supportive and helped me gain clarity and prioritise what is important in driving my business forward. It is easy to feel overwhelmed at times with the complexity of modern business and I can't thank them enough for all they have done. I would recommend them to anyone, especially if they have a clear idea of the core value in their business

Tim BROADBENT

04:23 28 Sep 19

Sam organised refinancing for us on a number of loans. Sam and his team provided excellent service and support to identify the best deals, and then manage the entire process on our behalf. Couldn't be happier with the service provided, highly recommended.

Gabriela Abruzzi

10:17 24 Sep 19

We meet Jackson's work through a great friend of ours. She recommended him for many years, we took some time to take the first step, but we did it.In our discovery meeting, we were shocked at how we have been missing out on making better choices to our investments and especially our super.We decided to embark in this journey, which we think there's no way back. We need to confess that at the beginning we're thinking at some point "it's so much work! So many little things to put together", but it's all worth it once it's done.Thank you, Jackson and Sal, for having us on board and to always be patient to go through all over again when we're in doubt.We're sure we made the best choice for us, short and long term, not compromising on anything that it's important to us and making sure we are living a comfortable and fulfilled life at this moment, not just in the future.We recommend to everyone to have a chat with Jackson and Sal, like anything else in life, let's follow the experts and learn from them.Thank youGabriela Abruzzi & Fernando Ferras

Pankaj Pandya

08:05 24 Sep 19

I refinanced my property through Sam Paneta. It was a great experience. He not only got my property valued at a right price, he also got me a good deal in home loan rates. Also , providing documents is quite hassle free and quick. I was quite worried about the outcome and was hesitant to refinance my property but Sam convinced me well by answering all questions and addressing all the concerns.I m glad he did that else i would have stuck to very high rate loan.

Michael Fama

07:49 24 Sep 19

We've been working with Jackson, Sam and Sal for over a year now and they've guided and assisted us with our family budget and our family business. Aureus Financial is a one stop shop with all the professionals eager to help with your financial journey. Can't the thank you guys enough.

Hannah Benjamin

06:08 13 Sep 19

Great service and advice. Aureus goes above and beyond in all they offer. We are extremely happy with their services and look forward to moving forward and embracing financial freedom. Highly recommend!!

Erik Reurts

08:24 05 Sep 19

Went to a free Sat (full day) training session with Jackson, Shane and Adrian and they delivered great value! Thanks guys!

Babak Haeri

05:33 26 Aug 19

The team at Aureus helped me get a car loan sorted for my business without it effecting any future serviceability with the banks. Turn around time was literally a couple days. Pleasure to work with

Dennis Gomez

08:29 22 Aug 19

I've been working with Jackson and his team for over a year now.When I started, my objective was to get a better grasp of financial management to set me on my path to financial independence.Since working with Aureus Financial, they've helped me by:- Setting the foundation for my personal budgeting- Creating the systems so that I'm not reliant on discipline alone to ensure I stay on track with my budgets- Getting clear on my short and long term financial goals, to ensure my actions are moving me closer to my goals.- I'm on track to start my investment portfolio to help me build further wealth, realising that I need to leverage the power of compound interest to help build my personal wealth.- I'm systematically building additional income streams for myself to help me on my path to achieving my financial goals.- I'm now even more confident in my ability to achieve financial independence for myself and my family.All of this was made possible through my efforts guided by the right advice.I openly share this with you because I'm genuinely grateful for all the help he's given me.I wish you all the best as you continue on your own paths to financial independence.'We are still masters of our fate. We are still captains of our souls. - Winston Churchill

Dan Trotter

04:11 29 Jul 19

Jackson and his team offer far more than just financial advise. They offer actionable plans to change the future of your business, wealth creation and management. To help you move towards financial freedom sooner.

Salvatore Miceli

04:16 27 Jul 19

That Sam Panetta bloke is a good egg. Love your work.

Sean Els

06:07 26 Jun 19

Jackson and Sam takes a personal interest in helping you achieve your financial goals. Makes me feel at ease that I'm making the right decisions. Thank you team.

Nina Huchthausen

20:59 24 Jun 19

The Aureus team provides values way beyond Financial Planning! Their free value add masterclass for clients on how to become the go to person in your industry and brand building is one not to be missed.

Lakshey Kumar

23:33 19 Jun 19

Gold Star service! Sam has been my trusted financial planner for years and has never let me down. Always on hand to help and makes the process easy and informative. Highly recommend Aureus! The whole team does a stellar job.

Alex Meniti

07:15 18 Jun 19

Thankyou Sam Panetta Your service as always is prompt and efficient which is important to any business owner as time is of the essence. Highly recommend Aureus Financial, they have advised me in the right direction once again. Cheers

GB

23:46 29 May 19

All thanks to Sam and his team. They really are amazing and the best at what they do. Majority of my communications with Sam have been over an email or a text and Sam has ensured that he responds fast and to the point. He is very supportive and patient enough to explain things in a simple manner understandable. Happy to have been introduced to Sam and wouldn't think twice recommending Sam to friends and family. Thank you Sam and Kharla Kae.

Moe Saleh

12:56 15 Apr 19

Jackson and the team have been phenomenal in getting me out of running circles and getting to take a birds eye view of my business. After we identified my goals clearly, we built a roadmap that got me excited about business again. And implementing the cashflow and tax structures has been a blessing on its own, let alone the clarity on marketing and the uptick in sales. Thank you boys, I look forward to our next session.

Shane Black

06:26 01 Apr 19

Jackson and Sam have been incredibly helpful and they epitomise thought leadership in financial services. I wouldn't hesitate to recommend them to my family and friends. Whilst there whole team is incredibly helpful, I believe that Sal deserves a special mention. He goes above and beyond to make sure that I'm looked after. Keep up the great work team!

madhu lata

07:17 07 Feb 19

Sam and his Aureus team are fantastic very helpful can't thank you guys enough.

Andrew Button

23:37 22 Jan 19

"I've been working with Jackson and the Aureus team for almost 12 months now, and I can honestly say it's the best 'money decision' I have ever made. Aside from the usual goals, plans and objectives that you would expect a good advisor to cover off, the Aureus team act as genuine partners in all aspects of wealth management. If I have a question, no matter how simple, complicated or ridiculous (Bitcoin, anyone?), they always come back quickly with a measured response and valuable insights that help educate and assure me around my financial situation and future plans. Being able to rely on Jackson and Aureus to watch the changing markets, deal with banks and solicitors, provide the best advice and do it all in a relaxed and confident manner provides me with a real sense of calm. I would not hesitate to recommend Aureus to anyone."

Jeff Melville

22:15 21 Jan 19

Great customer service and great rates! Well done Sam and the Aureus team

Margot Dawson

10:37 11 Dec 18

I recently came across Aureus Financial by chance whilst looking for a reputable broker to refinance my son's Investment property loan. I contacted many brokers and lenders but from my very first contact with Sam Panetta of Aureus Financial it was a done deal. Sam made what i thought was going to be a nightmare an absolute dream. My son works long hours and didn't have the time to pursue refinancing. Sam and his team dealt with me without any hesitation on my son's behalf and made it super easy for him. Not once did Sam not reply to an email or not return a phone call he was so warming and made me instantly feel at ease and safe in his hands, after all the last thing I wanted to do was mess up my sons mortgage. He walked me through every step of the way. He was professional but at the same time very friendly and wanted to do the very best for us. The finance is now finalized and not only did we get a great deal with the loan we got peace of mind every step of the way. I cannot praise Sam Panetta and his team enough and would without hesitation recommend Aureus Financial to anyone considering taking out a loan or refinancing you will not regret itThanks Sam time to celebrate, I think my son owes me a drink 😁Many many thanksMargot & Mitch Dawson

Rocco Durazza

21:39 08 Dec 18

There comes a time in every Man's and Woman's life where they have to become adult and do adult things like super, taxes... mortgages. At this time, Aureus Financial step up to the wicket and hit a 6. Aureus walks you through every step, teach you that finances are simple and help you see that your goals are attainable. Thank you Sam, Jackson and Salv - I am now a bit more of an adult.

Mohamad Saleh

20:49 24 Oct 18

Fantastic guys to work with, genuine care and incredible knowledge base. I look forward to life long relationship working together towards financial freedom.

Bhuvan M.L.

04:47 07 Sep 18

I have approached Aureus Financials for my home mortgage and I’ve interacted with them from financial strategy and risk planning perspectives as well. They are most professional and helpful people I’ve ever dealt with in the wealth management area and I’ve great experiences in the all 3 facets: • Made the mortgaging my property a piece of cake where other mortgage brokers have mentioned that it may not be possible to get loan serviced for my case• Financial strategy – Jackson is highly knowledgeable and he is the BEST in this area. There was a saying from one of the leading professors in my B-School “If you don’t learn 3 new useful things in a 1 hour lecture, the lecturer is not good and the whole lecture is a mere waste of time”. This holds good with Jackson – every time we speak with Jackon, we will learn something highly useful for the financial strategy purposes• Risk Management – Again, Jackson and team have done extensive research with the information I’ve provided and they could quickly suggest a great risk management approach in a short span of timeIn short, I would strongly recommend the Aureus financials as they have very good team to cover most of your financial needs.

Antonela Chillemi

05:05 05 Sep 18

Very professional, Couldn't recommend highly enough! Gary went out of his way to get information over to me.

Mitchell Thompson

07:43 30 Aug 18

Like most couples, my wife and I decided that we needed to get on track and put some plans into place to secure our financial future and give ourselves the lives we wanted to live. We have a 6yr old son who we wanted to make sure we could provide a great education for and set him up to be successful in his future. Jackson has been our financial advisor now for over 4 years and in that time has put us well on our way to achieving everything we set out to accomplish. Jackson, along with his colleagues have been fantastic to deal with. They are extremely knowledgeable, compassionate and forward thinking. We are currently in the middle of some exciting prospects which the team at Aureus are working tirelessly on to successfully get over the line and see our dreams come true. I can't speak highly enough of Aureus Financial and I recommend them to all our family and friends.

Joe

10:46 27 Aug 18

We have always had a goal to buy a place we will call home. Sam from the very beginning outlined the ideal way we could achieve that goal. Every step of the way through organising our finances Sam happily explained it all in a very professional manner but also in a way that made us feel comfortable about finances. Gary also helped us a lot through the process and I definetly take my hat off to him and sam a thousand times for all the work they have done for us. This is only a start for us and we look forward to dealing with the guys at Aureus a lot more in the future.

Joe Lee

12:22 21 Jun 18

Through some truly bad financial decisions and spending habits, I had accumulated quite a sizeable debts. Feeling something had to be done, I sought to consolidate all the negative assets into a single manageable payments. I had approached many major banks, but due to the complexity and the size of the negative assets, I was declined of their services.It's then when I met Sam. I visited Sam under the recommendation of the mutual acquaintance. I was rather apprehensive about being left helpless again, as it has happened with all previous banks/brokers. But, I needn't have worried.Sam was very professional, yet not impersonal. Almost all of the bankers/brokers I've met in the past only seemed to put me next to a dollar sign. I felt like I was there, not getting help, but was only being assessed on how much money I could make them. Sam calmly explained all the strategies and ways we could take to make the debt consolidation a reality. Then, calmly and assuringly guided us through the process, as if he would to a family member. We had hit some hurdles with the financial institution backflipping on us twice when the deal was nearly struck. Sam made it his business to liaise with the institution in holding them accountable for their word. We were able to manage to consolidate all the negative assets to the equity of the house, creating a single repayment that is far more manageable than before. For the first time in a few years, I was able to generate savings and not fill the pinch every time an unforeseen financial situations arose.I would definitely recommend Sam for those looking for any financial services. He certainly is second to none in all the financial brokers that I've dealt with in the past. But, it is his personal approach that makes him a cut above the rest.

Adam Allcock

10:47 30 May 18

I first met Sam and Jackson through a business relationship, and sought out their service for property finance. In my opinion, a familiar face is worth a million dollars and trust in who you are working with is more important than anything else. These two are very diligent, hard working blokes. When working with Sam to acquire my first home, the seamlessness in securing finance was amazing. In fact, it is the best service experience I have had to date in this industry. I have highly recommended my family and friends, as I believe the treatment I received was second to none, and I expect no different for them.

Petra Novakova

13:17 23 May 18

Jackson and Sam are not only very knowledgeable professionals who try to fix problems in todays financial World, they truly have their clients best interest at heart and that's very rare to find. Good job you two and the team. Couldn’t recomend highly enough.

Gary Groat

22:51 03 May 18

Sam Panetta

22:50 03 May 18

John Lee

00:39 04 Apr 18

My brother and I were looking to find a solution to buy my parents' property and really didn't know anything and we were just thinking of some solutions almost blindfolded.We met Sam and after the initial meeting we decided he was the right guy for the financial advice and act as our broker. He was extremely knowledgeable and patient. This was by no means an easy task as it involved consolidating multiple personal loans and credit card as well as purchasing the property. It took some time but we were able to get everything consolidated and purchase the property. Also 6 month later, we refinanced to a bank with an excellent deal without any problems.I would recommend Sam to anyone needing financial assistance, no matter how complex the problem may look. I'm sure his expertise and patience would help immensely.

Jarrod Jenkins

10:46 27 Mar 18

One of my goals in life was to get involved in the property market. I had a basic understanding about property but I needed expert advice and guidance. There are so many so called experts out there so I was a bit unsure who to turn to for advice. Enter Sam Panetta. Sam is someone who I have known since high school. Sam simplified everything and helped me understand what was important and what was the best path to take. There have been many benefits that have come from my time dealing with Sam. Apart from being there to answer all my questions about anything and everything, Sam has set me up with a great way to service my home loan via an offset account which has proven to be highly beneficial.I would highly recommend Sam to anyone who needs expert financial advice. Sam's professionalism, dedication and commitment to his clients will ensure that he will be there to help with any problems you may have or to help answer any of your questions clearly in a way that is easy even for the layman to understand.Jarrod Jenkins

Jordan Seeto

07:54 27 Mar 18

I met Sam years ago and have been working with him ever since. He helped when securing my second investment property and I had such a fantastic experience with Sam that it was a no brainer to continue working with him in his new venture, Aureus Financial. I would recommend Sam and his colleagues to anyone who wants straight up no fuss advice on finance, loan structure, market advice and strategic planning. I want peace of mind when starting the process to purchase property. Sam makes this process seem natural and easy. Give him a try today and see for yourself!

Natalie Panetta

20:21 23 Mar 18

Sam Panetta at Aureus Financial helped my partner Pete and I to buy our first home. Pete and I had been talking about buying our first property. As being our first property for the both of us, we were both very anxious and nervous at the prospect of where and what to buy. We were uncertain of what our next step in the process was once we had made the decision to buy. So we approached Sam after being recommended through friends and family. Sam and team have so much experience and a wealth of knowledge in finances that it made it easy for us to put our trust in knowing we had made the right decision. Sam was very honest throughout the process which gave us comfort in taking the next steps. Our main concern was having anxiety around having a mortgage and not being be able to live how we have been. Sam gave us a repertoire of skills and tools that would allow us to stay ahead and relieve the pressure. Our anxiety of buying, turned into excitement. Since then, we have been able to manage efficiently to have our own home whilst enjoying a lifestyle. We are so grateful for the support, guidance and loyalty that Sam provided.We would definitely recommend Aureus Financial to anyone who is looking to purchase their own home. Sam always made us feel that no question was ‘small’. Thank you Sam and the Aureus Financial team, we couldn’t have done it without you.

John Falvo

06:48 22 Mar 18

We met Sam Panetta of Aureus Financial when we were looking at buying a property and getting into the market, and heard that Sam was one of the best. We were concerned with not knowing where to start, what we needed to do, or really how to get anywhere in the industry. We needed someone we could trust to guide us through. Sam helped us acquire our first investment property and was always there to support, guide and enlighten. I would definetely recommend anyone who needs financial help or guidance to find someone that they can trust, and for us, that person is Sam!

Andres Trujillo

09:30 27 Feb 18

The Aureus Financial team consist of a down to earth team starting from the top with Jackson and Sam. Their hands on approach and easy going nature make it simple to understand making key decisions about financial planning. My wife and I have been with the Aureus Financial team from the beginning and they have assisted in consolidating debts, re-structuring our mortgages and planning for our future family goals. We highly recommend Aureus Financial in achieving all your financial goals.

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Facebook Rating

5.0

Based on 61 reviews

Aureus Financial

5.0

Gau Tam

23:33 15 Jan 20

Sam and his team has delivered a great result of getting us finance for our house being built. Sam is a great adviser and he ensured his passion is carried by his team in the same manner and they've delivered an excellent service. What we thought was impossible (having had bitter experiences with 2 other brokers), Sam and his team made it possible. Sam is always reachable at any time and has ensured anything is communicated without delay.Wouldn't think twice recommending Sam for any financial services. His personal approach makes him stand out. Wishing Sam and his team at Aureus all success.

Radhakrishnan Kg

04:53 10 Oct 19

I attended a group coaching session with Jackson and Sam and was blown away with the value bombs thrown our way. I got a clear roadmap of the key skills and routines I must develop in order to attain my goals and objectives in both life and business. What I like is their holistic approach towards growing a business and the concepts they teach are timeless. These guys are very knowledgeable and they practice what they preach.

Sam Panetta

08:29 03 Oct 19

Aureus Financial is the best! Disclosure - I am biased.

Sam Panetta

03:09 29 Sep 19

For all your super needs, sal is awesome as is the rest of the team would highly recommended team Aureus

James Gleeson

06:05 26 Sep 19

My wife and I had the pleasure of engaging with Aureus in the lead up to the purchase of our first home. As two self employed persons, navigation of the requirements to secure a loan was a daunting thought. Jackson Millan, Sam Panetta and their experienced support team made this process seamless with clear insight and instruction regarding our application. Their analysis of our serviceability has proven invaluable and without doubt, we have benefitted from their support. We love our home and better still, we don't feel like we are slaves to the bank! We continue to receive Aureus' support and look forward to the next financial freedom chapter!

Gabriela Abruzzi

10:18 24 Sep 19

We meet Jackson's work through a great friend of ours. She recommended him for many years, we took some time to take the first step, but we did it.In our discovery meeting, we were shocked at how we have been missing out on making better choices to our investments and especially our super.We decided to embark in this journey, which we think there's no way back. We need to confess that at the beginning we're thinking at some point "it's so much work! So many little things to put together", but it's all worth it once it's done.Thank you, Jackson and Sal, for having us on board and to always be patient to go through all over again when we're in doubt.We're sure we made the best choice for us, short and long term, not compromising on anything that it's important to us and making sure we are living a comfortable and fulfilled life at this moment, not just in the future.We recommend to everyone to have a chat with Jackson and Sal, like anything else in life, let's follow the experts and learn from them.Thank youGabriela Abruzzi & Fernando Ferras

Pankaj Pandya

06:17 24 Sep 19

I refinanced my home loan through Sam Paneta. I would strongly recommend him for best deals and hassle free documentation.

Sharemane Azurin

10:29 23 Sep 19

thank you for your care and professionalism. you are great and so is your team! Thank you again.

Hayley Thompson

05:28 23 Sep 19

Massive shoutout to the fantastic team at Aureus Financial led by the amazing Jackson Millan and Sam Panetta. These guys are the epitome of going above and beyond for their clients. Phone calls at 7pm on a Sunday night to ease our crazy minds when we have an offer of the home of our dreams accepted! Both guys are always on hand for any advice and no question is ever to silly! I encourage anyone who needs any financial advice to hit these guys up ASAP

Hannah Benjamin

06:06 13 Sep 19

Sam was extremely helpful in finding us a new car. Very fast to respond to our questions, did most of the work even to the point where the car was delivered to our front door! Thanks guys we appreciate the team effort and making us feel valued.

Nick Lolatgis

05:54 13 Sep 19

Sam and the whole team at Aureus Financial once again delivered a wonderful result for the refinancing of our home. Great advice, passion and first class service made this otherwise stressful event easy. What my wife and I truly appreciate is that our loan is small and the service was huge. Thanks again Sam, you are building a great culture at Aureus Financial and looking forward to finishing our house and taking the kids on a holiday adventure!

Krystle Thompson

23:01 26 Aug 19

Jackson and the team have been so helpful in setting up our financial strategy and getting our affairs in order. They are super informative and easy to deal with. No question is ever too silly and they take the time to explain everything in detail to us. Their Skype sessions are very convenient and they are always quick to action any items. I highly recommend their services!

Babak Haeri

05:32 26 Aug 19

Sam and the team at Aureus helped me get a car loan sorted for my business without it effecting any future serviceability with the banks. Turn around time was literally a couple days. Pleasure to work with

Dennis Noel Gomez

08:28 22 Aug 19

I've been working with Jackson and his team for over a year now.When I started, my objective was to get a better grasp of financial management to set me on my path to financial independence.Since working with Aureus Financial, they've helped me by:- Setting the foundation for my personal budgeting- Creating the systems so that I'm not reliant on discipline alone to ensure I stay on track with my budgets- Getting clear on my short and long term financial goals, to ensure my actions are moving me closer to my goals.- I'm on track to start my investment portfolio to help me build further wealth, realising that I need to leverage the power of compound interest to help build my personal wealth.- I'm systematically building additional income streams for myself to help me on my path to achieving my financial goals.- I'm now even more confident in my ability to achieve financial independence for myself and my family.All of this was made possible through my efforts guided by the right advice.I openly share this with you because I'm genuinely grateful for all the help he's given me.I wish you all the best as you continue on your own paths to financial independence.'We are still masters of our fate. We are still captains of our souls. - Winston ChurchillCheers,Dennis

Kate Ferguson

22:36 01 Aug 19

Financial management is not our specialisation. It’s a tricky world to navigate and if you haven’t been brought up with a finance background, it is quite simply a mind field. We like to refer to Jackson and Sam as our very own CFO’s. We have worked with them both for over three years now and we have the utmost trust and confidence in them. We would rarely consider making any big financial decisions without their advice and counsel and they run all of our financial affairs. From three years ago to now we are in a completely different situation. They take a 360 degree view of your life and look at it in a bespoke and holistic way. We have structures and processes in place, we are insured properly, we now have Wills (did you know 40% of people die without one!?), we are maximising our super, we are investing, we are saving and we are looking after the future of our two sons. The comfort and peace of mind that brings is invaluable.

Taylor Torchia

08:44 01 Aug 19

Sam Panetta and his team made the process to obtain our mortgage seamless and stress free. They communicated with us every step of the way and were always very responsive with any questions we had. Would use their services over again and happily recommend to all of our family and friends! Thank you 🙂

Dan Trotter

04:23 29 Jul 19

Thanks for a great Saturday Business workshop. As a small business owner, it was fantastic to work through Jacksons Scaling Business workshop. The day was challenging, insightful and has provided me with some great tools and an action plan for the comings months and year.I'd recommend this to anyone thinking of starting a small business or running a small business that wants to streamline processes and systems and make the most out of every 90 days. There is something in Aureus' workshops for all business owners. Can't wait to put all of this into action and power ahead.

Roz Panetta

05:15 09 Jul 19

We recently found ourselves needing financial advice and assistance and turned to Aureus Financial who were fantastic at expediating matters and making a difficult time of selling and buying property an easy one. The professionalism of this team is exemplary in terms of top level and current financial advice and finding the best options at every aspect of our requirements. I can highly recommend Aureus Financial for anyone looking to secure their financial future and can assure them of the best service and advice from these amazing team.

Chris Pemberton

12:34 03 Jul 19

Great Seminar heaps of value. Much appreciated.

Sally Harrison

01:42 24 Jun 19

Thanks for a great workshop. Really insightful and gave me some useful tools to help get my business off to a great start. Another offering in a great spread of products with you

Natalie Panetta

00:49 20 Jun 19

Sam and his team at Aureus worked so hard to help me refinance my property. His knowledge and professionalism made it so easy to work with him. I am so grateful to Sam for helping me achieve my dream 🌈

Jon Craig

10:36 30 Apr 19

Thanks for the great workshop guys. Aureus always go above and beyond and are so invested in my financial journey. Highly recommended!

Gavin Watts

10:47 28 Apr 19

Massive thanks and gratitude to Sam and the entire loan team. They got me the best deal possible I am sure. During the application period I had a major negative personal life experience which debilitated me severely and Sam took over the process and made sure what had to happen actually did happen and the whole process thanks to Sam and the team went smoothly and we settled on time. Thank you so much for going over and above and helping me into my home.

Rami Fahmy

22:19 18 Apr 19

Get protected, be guided down the right path to financial freedom. And receive the supporting education to help you stay on track. Without the education. It’s easy to slide back into old habits. That’s why aureus bring the lot together. The Aureus team are excellent!!

Kc Chittasy

09:34 17 Apr 19

Really insightful education on wealth and quality characters Jackson and the team are. Keep it up guys!

Natalia Bascur

23:41 15 Apr 19

I highly recommend Aureus Financial Services. Jackson and his team have been absolutely fantastic in helping me sort through my current business and have introduced me to strategies that no doubt are going to lead me to grow a successful business.

Dominick Seal

07:49 25 Mar 19

Today is the day that we received confirmation on the settlement of our home.To Sam Panetta (SJ) & the crew at Aureus Financial ,thank you ,thank you so much for all of your support & your hard work to secure our new home.💋❤️💋

Penny Fama

00:51 18 Feb 19

Sam and the Team at Aureus have gotten us a fantastic result on refinancing our mortgage, saving us a lot, which is amazing given the current lending climate. We believe this will be instrumental in us achieving our financial goals in the near future. Thanks guys!

Madhu Lata

07:39 06 Feb 19

Aureus Finance helped me to refinance when no other finance company couldSam Panetta and his team went above and beyond to.get me best possible dealHighly recommend.

Rocco Durazza

21:37 08 Dec 18

There comes a time in every Man's and Woman's life where they have to become an adult and do adult things like super, taxes... mortgages. At this time, Aureus Financial step up to the wicket and hit a 6. Aureus walks you through every step, teach you that finances are simple and help you see that your goals are attainable. Thank you Sam, Jackson and Salv - I am now a bit more of an adult.

Sarah Fuller

04:05 30 Oct 18

When finding a home loan, Sam is someone you can trust and rely on to present all the options available and give you the right information to make the right decisions. As a first home and investment property buyer, Sam spent many hours face-to-face, on email, and calls with me. He was able to answer my abundance of questions and provided me expert guidance throughout the entire home loan process - there was a never a question too silly or too hard that with his experience and knowledge he was not able to answer confidently and patiently. Sam was able to leverage his extensive network and relationships in the industry to deliver a quick and efficient approval process prior to settlement and I never doubted in his ability to do so. Above all, Sam is genuine, kind and an intelligent Mortgage Broker and I cannot recommend him high enough!

Cathy Macrì

03:36 20 Oct 18

The team at Aureus are very inspiring and helpful and I have enjoyed The Road to Wealth course I’ve attended this weekend.

Lisa Shanahan

03:35 20 Oct 18

Jackson, Sam & Sal are amazing!! Currently doing a 2 day workshop ‘The Roadmap To Wealth’ which is inspirational! Can highly recommend these guys. Thank you Aureus

Craig Womersley

03:33 20 Oct 18

If your willing to be inspired into the right lane to grow your wealth and businesses then these guys are the team for you. They have been instrumental into the new path I’m leading towards with my own goals and achieving them.

Sarah Eldridge

22:21 13 Oct 18

Sam and the team at Aureus Financial were such a great help with the transfer of our loan. Sam and the team have a lot of knowledge in this industry and are were very helpful in finding us the right loan for the best rate. Aureus Financial has great customer service with regular emails and phones calls about the process of the loan. This was great for us as the open communication put our mind at ease. What I really liked about Aureus Financial is the thorough fact find that the company goes through to make sure they are getting the right loan for you. Sam will also work on a strategic plan to help with future investments and life goals. I highly recommend Aureus Financial. Sarah and Frank

Mitch Thompson

07:50 30 Aug 18

Like most couples, my wife and I decided that we needed to get on track and put some plans into place to secure our financial future and give ourselves the lives we wanted to live. We have a 6yr old son who we wanted to make sure we could provide a great education for and set him up to be successful in his future. Jackson has been our financial advisor now for over 4 years and in that time has put us well on our way to achieving everything we set out to accomplish. Jackson, along with his colleagues have been fantastic to deal with. They are extremely knowledgeable, compassionate and forward thinking. We are currently in the middle of some exciting prospects which the team at Aureus are working tirelessly on to successfully get over the line and see our dreams come true. I can't speak highly enough of Aureus Financial and I recommend them to all our family and friends.

Sophie Budd

08:11 28 Aug 18

These guys are on the ball!Jackson and his team have been like knights in shining armour. I'm a chef and insurances are not my thing, they were a bit of a mess! These guys took me step by step through making sure I understood everything!Thank you!

Calum Wilson

02:07 28 Aug 18

I have no used Aureus Financial for my last 2 home loans and have been extremely impressed. All the team are there to make the process as quick and stress free as possible. I would highly recommend them.

Joe Panetta

10:44 27 Aug 18

We have always had a goal to buy a place we will call home. Sam from the very beginning outlined the ideal way we could achieve that goal. Every step of the way through organising our finances Sam happily explained it all in a very professional manner but also in a way that made us feel comfortable about finances. Gary also helped us a lot through the process and I definetly take my hat off to him and sam a thousand times for all the work they have done for us. This is only a start for us and we look forward to dealing with the guys at Aureus a lot more in the future.

Joe Lee

12:22 21 Jun 18

Through some truly bad financial decisions and spending habits, I had accumulated quite a sizeable debts. Feeling something had to be done, I sought to consolidate all the negative assets into a single manageable payments. I had approached many major banks, but due to the complexity and the size of the negative assets, I was declined of their services.It's then when I met Sam. I visited Sam under the recommendation of the mutual acquaintance. I was rather apprehensive about being left helpless again, as it has happened with all previous banks/brokers. But, I needn't have worried.Sam was very professional, yet not impersonal. Almost all of the bankers/brokers I've met in the past only seemed to put me next to a dollar sign. I felt like I was there, not getting help, but was only being assessed on how much money I could make them. Sam calmly explained all the strategies and ways we could take to make the debt consolidation a reality. Then, calmly and assuringly guided us through the process, as if he would to a family member. We had hit some hurdles with the financial institution backflipping on us twice when the deal was nearly struck. Sam made it his business to liaise with the institution in holding them accountable for their word. We were able to manage to consolidate all the negative assets to the equity of the house, creating a single repayment that is far more manageable than before. For the first time in a few years, I was able to generate savings and not fill the pinch every time an unforeseen financial situations arose.I would definitely recommend Sam for those looking for any financial services. He certainly is second to none in all the financial brokers that I've dealt with in the past. But, it is his personal approach that makes him a cut above the rest.

Chris Thomas

12:04 05 Jun 18

I first met Jackson when we engaged him with our personal finances and he now advises us on both the business and personal side of things. What sets Jackson apart is his proactive attitude (he is not a reactive advisor), as he continually brings ideas or makes introductions which he thinks will add value to achieve your goals. He breaks things down and puts a plan in place to make sure you head in the right direction without being overwhelmed. Highly recommended.

Adam Allcock

10:47 30 May 18

I first met Sam and Jackson through a business relationship, and sought out their service for property finance. In my opinion, a familiar face is worth a million dollars and trust in who you are working with is more important than anything else. These two are very diligent, hard working blokes. When working with Sam to acquire my first home, the seamlessness in securing finance was amazing. In fact, it is the best service experience I have had to date in this industry. I have highly recommended my family and friends, as I believe the treatment I received was second to none, and I expect no different for them.

Matthew Bailey

07:32 18 Apr 18

Jarrod Jenkins

10:29 27 Mar 18

One of my goals in life was to get involved in the property market. I had a basic understanding about property but I needed expert advice and guidance. There are so many so called experts out there so I was a bit unsure who to turn to for advice. Enter Sam Panetta. Sam is someone who I have known since high school. Sam simplified everything and helped me understand what was important and what was the best path to take. There have been many benefits that have come from my time dealing with Sam. Apart from being there to answer all my questions about anything and everything, Sam has set me up with a great way to service my home loan via an offset account which has proven to be highly beneficial.I would highly recommend Sam to anyone who needs expert financial advice. Sam's professionalism, dedication and commitment to his clients will ensure that he will be there to help with any problems you may have or to help answer any of your questions clearly in a way that is easy even for the layman to understand.Jarrod Jenkins

Jordan Seeto

07:52 27 Mar 18

I met Sam years ago and have been working with him ever since. He helped when securing my second investment property and I had such a fantastic experience with Sam that it was a no brainer to continue working with him in his new venture, Aureus Financial. I would recommend Sam and his colleagues to anyone who wants straight up no fuss advice on finance, loan structure, market advice and strategic planning. I want peace of mind when starting the process to purchase property. Sam makes this process seem natural and easy. Give him a try today and see for yourself!

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06:49 22 Mar 18

We met Sam Panetta of Aureus Financial when we were looking at buying a property and getting into the market, and heard that Sam was one of the best. We were concerned with not knowing where to start, what we needed to do, or really how to get anywhere in the industry. We needed someone we could trust to guide us through. Sam helped us acquire our first investment property and was always there to support, guide and enlighten. I would definetely recommend anyone who needs financial help or guidance to find someone that they can trust, and for us, that person is Sam!

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About Aureus Financial

Aureus Financial is a revolutionary wealth coaching, education and strategic advice business. We specialize in working with time-poor professionals and business owners to help them define their goals, create their financial road map, understand the language of money and hold them accountable to taking action. We are here to help make life easier so you can spend more time doing what you love.

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information. Aureus Wealth Advisers Pty Ltd (CAR 1259968) & Jackson Millan (AR No. 344212) are Authorised Representatives of Axies Pty Ltd ABN 38 136 704 446 (a subsidiary of Spark Financial Group), and AFSL 339384

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