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Aureus Financial - Wealth Coaches, Financial Advisors & Mortgage Brokers For Service Business Owners & Ambitious Investors

Address Suite 114/20 Dale St, Brookvale NSW, Australia
Phone +61 1300 763 894
Hours
Monday08:30-17:30
Tuesday08:30-17:30
Wednesday08:30-17:30
Thursday08:30-17:30
Friday08:30-17:30
Website www.aureusfinancial.com.au
Categories Financial Consultant, Bookkeeping Service, Business Management Consultant, Certified Public Accountant, Mortgage Broker
Rating 5 38 reviews
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Aureus Financial - Wealth Coaches, Financial Advisors & Mortgage Brokers For Service Business Owners & Ambitious Investors reviews

38
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Joe
08 January 2022 9:48

Thanks to Sam and the team! I just settled on my home loan, the third with these guys over the years. I will always come back for the excellent service and professionalism.

Belma
07 January 2022 3:15

The Aureus Team have been absolutely fantastic throughout the process of securing our first home loan. They worked tirelessly to get us the best outcome in a tricky and complex lending situation and held our hand the entire way. The teams responses where timely, and always on point - true experts in their field. We are grateful to have had a trusted partner throughout what could have a very daunting process. Thanks Sam & Rodj!

Marshall
06 January 2022 21:15

To secure a very competitive property we had to go with a shorter than ideal finance clause, Sam & the team were great in following up and pressing urgency with the lender to ensure we met our deadline and received unconditional status. Thank you Sam and the team at Aureus for helping us get this across the line!

Matt
05 January 2022 3:48

Absolutely amazing service from start to finish. Sam took the time to understand my requirements and executed flawlessly.
Outstanding communication throughout ensuring a very smooth process. I highly recommend contacting Aureus Financial and the team to see how they can help you.

Joshua
01 January 2022 19:10

Aureus Financial - Has helped me level up drastically in business and wealth creation with a clear plan. They have helped me create a clear path forward and have helped me to restructure my business approach effectively. Focusing on Customer value, premier positioning and premium pricing. Delivering a clear customer journey and sales flow has given me so much confidence and has resulted in an incredible face to face conversion rate. The staff are all amazing and keen to help. If you are looking for clarity, directions and to be part of an amazing community look no further.

Kerry
29 December 2021 22:46

Fantastic service and reliability from Sam and the team in securing our home loan approval in a timely manner from one of the big banks!

Brendan
26 December 2021 5:48

Sal and the team listened to everything we said and helped us understand exactly where our money was going as well as build us an incredible plan for the future!

Sashi
20 December 2021 2:33

Sam was fantastic in dealing with our security swap for a property we sold to one we bought. The bank was difficult to deal with and made mistakes, however Sam was professional, followed up, kept us in the loop every step and made sure the settlement happened. Sam is an absolute legend.

Rahul
19 December 2021 15:46

Highly recommended!
It is always a pleasure to deal with Sam and his team. Sam especially is a very professional, caring and a genuine person. He listens and then take personal interest in helping achieve your goals. Their success mantra is taking genuine care of their clients through their incredible knowledge and experience in the financial sector. I would highly recommend their services to anyone.

Billy-Ray
16 December 2021 23:52

I've been a client of Aureus for the past year.
From both a personal and professional point of view, I can confidently say that the team at Aureus continue to deliver over and above. I've recommended both friends and family and highly rate the authenticity, knowledge and professionalism of the Aureus team.

10/10

John
13 December 2021 14:00

From the first point-of-contact, Michael Shaw at Aureus has been a consummate professional; thoroughly investigating our circumstance and researching the best options for us, and explaining them in prompt, accessible communication. If we'd undergone a normal process, I'd be highly recommending Michael to anyone.

However, our process hasn't been normal; it's had a lot of bumps - and this is where Michael really showed what he and his team are made of. Despite many unforeseen challenges, he's stayed in constant contact to help us get our application over the line - going so far as to drive them documents to us personally and deliver them to the bank himself rather than wait for the post when time was of the essence. He even extended his own finishing date for the Christmas break for us to make sure that we could achieve our goals of home ownership.

I cannot recommend Michael and his team at Aureus highly enough. The words 'above and beyond' don't even really cover how far he's gone for us. We're very appreciative to him and his team and would recommend their impeccable, dedicated service to anyone. I wish I could allocate much more than 5 stars!

Resma
05 December 2021 8:21

The Team at Aureus Financial had made a dream come true for securing my home here in Syd. Michael, Sam, Kharla, Rodj had all been so supportive and worked out of their way and beyond to assist me.
They made me so comfortable dealing with them, even anytime for anything I could without any hesitation call them and got an answer straight away. They are very professional and get the job done.
Being a single parent daring to have a dream to call some place home! These guys at Aureus made it possible
Wow Iam over the moon, just enjoying my new home.
Michael has always been upfront, honest, transparent and professional in all his dealings,
Great job and thanks wholeheartedly guys
Cheers

Calvin
04 December 2021 7:52

After speaking with Aureus Financial they look to offer holistic financial advice packages which reduce the need to work with multiple firms to build a wealth portfolio.

Jeff
25 January 2021 12:49

Jackson, Sam and their team have become the leaders in their field. The most important point of difference that makes them stand out from the crowd is "They actually, genuinely", care about the outcome for their clients. Cheers Guy's "love your work"

Jono
18 January 2021 5:42

Sam and the Team at Aureus Financial turned a stress filled information overload into a great experience. Auteur Financial are transparent, professional and personable. The Team provided proactive responses to 'spanners' being thrown into the journey, updates and escalations, and a pool of expertise knowledge. We highly recommend Sam and the Team at Aureus Financial and affiliated businesses.

Mark
14 December 2020 4:55

Ive worked in the property industry for many years and met alot of finance people throughout the period. We approached Sam Panetta to discuss finance for our own home and found him to be not only very helpful but very clear with us about the process of borrowing. We knew and understood from the start what would be required from us and how long the process would take. Sam and his team did a fantastic job in securing us more funding than we actually needed which will enable us to spend a little extra on our renovations. Sam, thank you again for professionalism and all your hard work. Mark & Danielle

Taylor
13 December 2020 10:59

Sam Panetta and his team have been so unbelievably helpful. We were able to buy a block of land and build our dream home with no financial roadblocks or hiccups in the way thanks to the advice and guidance from Sam & Aureus. We have since also managed to refinance our investment property for a much more competitive rate and loan product, which we could not have done without the guidance from Sam. They are professional and responsive, but most of all show care factor for their customers which makes the whole process worth while! Would recommend to anyone and look forward to working with them again.

Stephen
04 December 2020 1:21

We recently had the pleasure of engaging Sam, Kharla & the whole team at Aureus to assist with the refinancing of an existing home loan. Within a day, they had come back to us with a strategy and options for us to best suit our needs. What they said they were going to do, they did and they kept us fully updated on what was happening every day. Even when the was some minor hic ups out of all our control, we were updated on the status every day.
We have now settled on a much better home loan package which will benefit us for the future and its due to the experience and skill set of Sam & the whole team. We have no hesitation recommending them to friends and family with confidence. You wont be disappointed. Its a "well oiled machine" at Aureus!

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