Aureus Financial Pty Ltd 379 Port Hacking Road, Caringbah, New South Wales 2229
About the Business
Photos
Location & Phone number
379 Port Hacking Road, Caringbah, New South Wales 2229, Australia
Hours open
Monday:
08:30 - 18:00
Tuesday:
08:30 - 18:00
Wednesday:
08:30 - 18:00
Thursday:
08:30 - 18:00
Friday:
08:30 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Managing our "just enough" financial status is a little bit of a struggle as my husband and I are working full time. Jim and Chad help us organise our finances. They help us strategise savings up for "rainy days". They are hands-on and personal in their approach. They are very approachable and open to many possibilities available out there. Looking for the best policies suitable for us.They are willing to take a great deal of their time to solve an issue and walk us through to avail a clear resolution. They work with us in many ways e.g. clarifying insurance benefits making sure we understand our rights and entitlements. They are very hard working company making sure the customer gets their money's worth."
"Jim and Chad are legends. They have helped me a lot regarding my financial matters. I would highly recommend them as they are very experienced and very friendly as well. Both Jim and Chad are very professional as well. Five Stars to their company."
"Wife and I were really stuggling to find time for our own wealth management. We both work full-time and have two young children. The other financial advisors were only interested in selling us insurances. A friend refered us to Jim and Cha. They did an amazing job in helping us on every aspect of our finances. The new strategy is generating a lot of benefits each year. For us, it's all about results, and we would highly recommend Jim and Chad for their expertise and dedication."
"Jim and Chad have been such a huge help to me! I don't have a lot of knowledge when it comes to dealing with my finances but the boys really to took the time to explain everything to me, answer my (many) questions, and go through all the pros and cons of different options. They didn't make me feel pressured at all to make any decisions or try and sell me on things I wasn't interested in. I have no hesitation in recommending GCWM, they are very friendly, professional and knowledgeable."
"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!"
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