Aureus Financial - Business Advisers, Financial Advisers, Chartered Accountants, Mortgage Brokers For SMEs - Caringbah, New South Wales

Jonathan E.

Jim and his team are absolute legends! I've been working with them for over 2 years now, it has been an incredible journey, one I'm looking forward to being on for many years to come.

They provide an exceptional service with professionalism and attention to detail. They go well above and beyond to ensure everything was done to the highest standard, and their communication throughout has been spot-on.

It's rare to find such a dedicated and hardworking team that focus not just on financial planning aspects but also the life admin and money management aspects. They truly care about their clients and the positive outcomes it makes to their clients.

I highly recommend Jim and his team to anyone looking for reliable, top-tier service.

Jo M.

Jim as been fantastic, as my financial manager. Since my retirement he has demonstrated an excellent understanding of my financial needs & goals. He is highly professional. Always reassuring, making me feel relaxed and confident about my future! Would not hesitate in recommending him and his team.

Amanda M.

I can't say enough good things about my experience with Jackson Milan and the team at Aureus! The team at Aureus simplifies the complex world of finance in a way that gives you greater clarity.

His proprietary 'Wealth Mastery Machine' framework is not just a catchy name; it really works! I appreciate how Jackson breaks down complicated strategies into manageable steps, making it easier to develop a solid financial plan tailored to my goals.

What really sets Jackson apart is his genuine commitment to his clients. He takes the time to listen and ensures that I’m not just making decisions but truly understanding the process behind them. With his guidance, I’ve gained clarity and confidence in growing my wealth further.

If you’re ready to take control of your financial future, I wholeheartedly recommend reaching out to Jackson and Aureus.

Thanks, Jackson and Team Aureus, for everything you do!

Amanda

James G.

My wife and I have had the pleasure of working with Aureus Financial for the better part of 7 years now. We credit the team with empowering our financial literacy with simple and easy to understand concepts and engineering proven strategies that keep us accountable to our lifestyle and financial goals. Our current Wealth Coach, Nic Saravanja, has an amazing ability to sit over the top of the various moving parts to our financial strategies and empowering us to make sound decisions to maximise our potential and fulfil all our needs, wants and dreams. It is without hesitation I would recommend Nic and the Aureus Team!

Scott R.

Mr Fairhall-Dickie does a wonderful job trying to get you the best results for your dollar, he has helped me along the way over the years we have done business together, sure every superannuation fund has its ups and downs and if it’s going to be one of those years that it’s not going to be so financially viable he will let you know but on the upside everything you’ve lost he gains it back for you and interest, and every year without fail they do review’s on your profile which in my books 📚is a plus.
Overall I’d highly recommend Jim to anyone and if he can’t help he’ll find someone who can.
Top notch Mr Fairhall Dickie top notch

Matt C.

My wife and I came to Aureus after a few years of trying to financially do things ourselves. I didn’t realise how stressful it was until Aureus took that stress away. Nic and his team are very experienced and were able to understand our needs, help establish goals and clearly outline how we get there. With the support of Aureus we now own three investment properties and have multiple other investment strategies, all performing very well. Thank you Nic and your team.

Timothy F.

Jim and his team have been very supportive, thoroughly assessing our financial situation to provide the guidance and support we needed. Their detailed approach has been invaluable in helping our financial planning.

Rohan D. C.

Global Capital Wealth Management (Jim and Chad) have and continue to provide my family with the most professional, experienced, sound and friendly advice on multiple financial fronts. They are extremely knowledgeable, yet approachable, friendly and perfectly compliment each other professionally. I would not hesitate to recommend Jim and Chad to anyone and everyone.

Jim and Chad were recommended to us via our mortgage broker of some 15 years, after expressing to him frustration with our previous financial adviser......we felt that we were just a name on paper; just a number! We had know idea of what decisions were being made on our behalf, nor what our goals were or would be with this adviser.

Enter Global Capital Wealth Management ( Jim and Chad ).
From the first meeting with Jim and Chad, we felt they were on our side; that we were working towards a common goal together, our financial goal. They have and continue to educate and advise us in financial areas, so that we better understand the "how , where and why' with regard to our financial decisions. They have arranged insurances at the lowest prices whilst still giving us the necessary security that insurances provide. In this area they advised and worked with us, however left the 'how much are we comfortable to spend" decisions to us. There was absolutely no feeling of being "sold" insurances. They have introduced us to fantastic people in areas of property management with the view to purchasing investments in the future and along the way reducing tax. They have even travelled with us to view potential investment property opportunities.

My wife and I are allied health workers, by no means wealthy, however with Jim and Chad guiding us, we have confidence and can already see our goals of building wealth and reducing debt taking shape. I can't recommend them enough!