Sam was an absolute pleasure to do business with. He really goes the extra mile.
Over the past 10 years Jackson has featured as a speaker at both domestic and international events. Here’s what some people have said;
Sam was an absolute pleasure to do business with. He really goes the extra mile.
If you want to grow your business and wealth Sam is the right guy for you!
Sam is trustworthy and an excellent communicator. Unreservedly recommended!
From our first contact with Sam we knew our finances were in good hands.
Sam, thank you for your care and your professionalism.
Sam holds your hand and educates you every step of the way.
Absolutely recommend Sam for all business finance needs. There is no one better!
Sam takes a personal interest in helping you achieve your financial goals. Thank you!
My experience dealing with Sam was absolutely amazing!
Cannot thank Sam enough for going above and beyond. Highly recommended!
Sam is a true gentleman who will only do the best by his clients.
Gold star service! Highly recommend Sam Panetta and his team!
Sam, thank you. Thank you so much for your hard work and support!
Always going above and beyond, Sam is a consummate professional.
Sam is very knowledgeable in his field and explains everything clearly.
Sam has been so helpful in settling up our financial strategy.
We had the pleasure of working with Sam when purchasing our dream home!
Sam and the team have been such a great help. Highly recommended!
Would highly recommend Sam to anyone taking a big financial step in their life!
Sam truly has his clients best interests at heart and that is very rate to find!
My experience dealing with Sam was exemplary! Thank you again!
The comfort and peace of mind when working Sam and his team is invaluable.
Highly recommend Sam! Keep up the great work team!
Would happily recommend Sam and his team to our family and friends!
Sam Panetta went above and beyond. Highly recommended!
If you need someone you can trust for financial guidance, that person is Sam!
Sam is genuine, kind and intelligent. I cannot recommend him highly enough!
For financial services, Sam is certainly is second to none!
Sam has been instrumental for us in achieving our financial goals!
Sam, thank you so much for going over and above to help me into my home!
Sam was great!! He helped me with refinancing my mortgage and consolidating my debt.
I didn’t have to do a thing. All was taken care of and Sam kept me informed all the way along up to settlement day. Highly recommended to anyone. Thanks Sam.
My experience dealing with Sam was exemplary. His constant communication & great guidance made the experience fantastic. His support was and is greatly appreciated and I can’t recommend him enough. Our dreams of completing our renovation have come true and with his help, we will greatly increase the value of our property. Thanks again Sam!
My husband and I recently decided to refinance our mortgage and as we were complete novices in the field, we went to Sam for help. Sam explored many different options with us before finding us a much better deal than our previous lenders.. The refinancing process was a breeze with Sam (no small feat considering we added a newborn to our family at the same time!), he went above and beyond to organise everything for us and walked us through it step by step. A consummate professional, I wouldn’t hesitate to recommend him to anyone looking for advice with their mortgage and finances
Getting Sam on board to help secure our first home was the most enjoyable part of going through the purchasing process.
We had a few hiccups with the real estate agents and solicitors but every dealing with Sam was extremely professional and nothing was too hard. He kept us up to date with our mortgage approval stages and always followed up conversations to make sure everything went off without a hitch.
I would highly recommend Sam to anyone undertaking a big financial step in their life, and I know I’ll be contacting him again in the near future when we are able to buy our second property.
Sam went above and beyond to give me advice and guidance when I approached him for help to buy a property so that I could move back to Sydney and be closer to family. He provided every financial scenario possible to assist in my decision.
I came back to him time and time again and he was always available and approachable. He never once made me feel that I was relying too much on his expertise and for this I thank you immensely.
I sing your praises Sam and you are truly deserving of every success in your field.
I have recently completed a mortgage application and Sam was incredibly helpful! Me and my family are very satisfied with his work, care and professionalism. His service was above any expectations and I would highly recommend him to any of my family members or my friends. Thank you Sam, you were amazing!
Thanks to Sam for helping us to change lenders. He was efficient and communicated well with us at all times throughout the process. Highly recommended!
Absolute professional Listens understands delivers
Sam Panetta is nothing short of outstanding. I recently bought my first property with the help of Sam and he took me through every detail very clearly and efficiently. I did not have to do much as Sam communicated with all parties involved and make the whole experience extremely easy for me. He kept me updated via emails and phone calls every step of the way and he was always available to speak with. Sam is truly unique and if anyone is looking at buying or refinancing property he is your man. I am sure he has a wealth of other talents. Sam is also very friendly and just a great guy overall. Thank you again Sam
Sam Panetta is just outstanding! I live and work in Tokyo and through emails and phone calls Sam communicated all that was necessary to keep me calm and confident through the financial process of getting my investment property. There was no confusion at all throughout the process. He is always courteous and more than willing to field any questions. Thanks again Sam!
Sam Panetta… What can I say! AMAZING! First property I bought and he made it so easy for me, was always there to thoroughly answer any questions any time of the day and always got back to me straight away, he always kept me updated in the process of purchasing my fist property. he is a very hard working committed man who I have already recommended a lot of people to and will continue to! Look forward to seeing him again for my next property!
Where do I start!
Sam helped me re-structure my investment loan and get a 2nd investment property. I can confidently say that I would happily recommend you to all of my family and friends, and Sam is the man who will help me build my empire! Thank you for the quick and consistent follow up! Thank you for the patient and clear explanations and making the process so easy for me! Thank you for setting a new benchmark for quality service! Thank you for going above and beyond with everything, it is really appreciated! Cant recommend Sam enough!
Thank you Sam for helping me with obtaining a mortgage to buy a house! It wasn’t an easy task as I’m a sole trader, however Sam was able to get everything through for me and offered great advice along the way. I know so much more about the process which I was never able to fully comprehend before. He also informed me about opening an offset account for the loan which I wasn’t aware I could do. Cheers!
My experience with Sam was absolutely amazing! Buying my first property on my own was a daunting experience but Sam was there every step of the way. I couldn’t have found the home of my dreams without Sam’s support and guidance. I would recommend his services to anyone looking to secure a property or enhance their overall wealth.
Sam provided great service, and we would 100% recommend him to any of our friends looking at getting a mortgage or remortgaging their property.
Top bloke – knows his stuff with mortgages
Blair Amber Milne
Very professional and friendly service. Thank you Sam.
We can’t thank Sam Panetta enough for helping us navigate through the process of purchasing our first home in Australia. We unreservedly recommend him for anyone looking for a professional and transparent service. From the get go Sam was approachable, and made us feel comfortable when talking about our financial situation. He is an excellent communicator and trustworthy, and was able to demystify the house-buying process. Having someone like Sam with you throughout the rigmarole of buying a house was a huge support to us. Buying a house is a stressful thing but we felt confident with our situation and knowing the lay of the land after obtaining Sam’s advice and guidance. He was always very calm, willing to talk and very patient. We now have a beautiful home for our family and a great deal on our mortgage. Thank you Sam so very much.
Starting from an email enquiry, Sam made me feel at ease with a simple follow up phone call. He ensured that I felt understood and not pressured into signing up for something I didn’t need. Sam placed my needs first and went above and beyond in providing financial advice, which is totally different to what the big 4 banks offer.
Sam allows you to make an educated decision based on real facts and figures current in the market. He organised the paperwork and made the transition to re-mortgage my home loan, which is cheaper and suit the needs of my financial situation.
Once organised with the transition of my new home loan, Sam ensured I was cared for when introduced to the remainder of the Aureus Financial team. In particular to Jackson Milllan, who was the next vital step in setting me up for financial success.
I highly recommend Sam Panetta and the Aureus Financial team to anyone!!
Sam has exceeded all expectations of the process. His follow up, contact, updates and execution were all impeccable. The process of buying our first house was daunting to say the least but it was made so much easier knowing that Sam was all over the information and kept us in the loop the entire time. Sam, from Laura and I, we thank you!
We have been working with Jackson Millan as our financial advisor for the last two years. I have always found Jackson to be a thoroughly professional and knowledgeable individual, who has been very patient in guiding us through the maze of financial alternatives available. Jackson takes care to understand our personal position and aspirations, and then tailors proposals that will guide us towards these goals. Jackson always operates with openness and integrity, and I would have no hesitation to recommend his services.
Thanks to Jackson I have tied up my insurances, created a pretty solid budget tracker and have a much better overview of my spending. He has also been invaluable in the process of finding my very first and hopefully not last investment property supporting me on all the steps along the way. I also love the fact that I get the chance to chat to him once per month to review my spendings against my budget to keep me on track of my savings goals. He further introduced me to Sam, who finalised my home loan with me. I am very glad to have Jackson as my advisor and truly feel I have my finances under control and will be able to comfortably retire one day.
We were going nowhere with our finances just getting by week to week and not saving for our future. We got in touch with Aureus Financial to see how we could better our situation and set some realistic goals.
We met with Jackson Millan and through working with him he has helped us achieve some future goals for our super ,our long term goals and targets and our children’s savings plans.
We have been motivated to not only to save but to pay down debt quicker and get our money working for us.
We would be more than happy to recommend Jackson after the work they have done with us getting both Jo and I on track for the future.
G & J Duffy
Jackson is not your typical Financial Manager. Unless your vision includes a mixture of multi patterned suits, shirts and ties. That’s not to say he is all style and no substance. That’s all there too with a wealth of knowledge and a knack for being able to relate complex fiscal arrangements in simple terms. If you like your news delivered by an accountant or a banker in monotonous tones then perhaps you should look elsewhere. If you want sound advice, structured plans and a pleasant journey to a stable financial future then Jackson is the man for the job.
Jackson Millan has been looking after not only my personal but also business finances for over 3 years now. He always goes above and beyond and always has my best interest at heart. His extensive knowledge with investments and financial planning is unparalleled and with his guidance and advice he has helped me build my personal wealth and plan for the future.
Working with Jackson Millan has been a good experience. He helped us correct some bad advice given to us by another financial advisor. Jackson is very pro active in his dealings with us and goes on the front foot to help you achieve your goals. I recommended my brother go see him and am happy to recommend others to become his clients.
Cam & Jen
Through the session with Jackson I was able to learn how to reach my true life goals through the exercises he facilitated with us. I was also able to link them back to my business so I know how I can start using it as a tool to reach my personal goals.
I loved the idea of connecting business goals to my mindset and being able to use this to reach my fullest potential as a business owner. Jackson was able to help me get clarity around my vision and what I needed to do in order to achieve my goals.
I have been working in the health and fitness industry for years but this was the first time I was able to get a complete understanding of the framework I can use to run my business based on the personal goals I want to achieve. It has given me clarity to know what I need to do next.
As a busy business owner in a startup I find it difficult to have enough time to reflect on how I am tracking. I really liked the thought provoking questions Jackson was able to ask which allowed me to understand what was stopping me from achieving my goals and realizing my potential by starting to map out a plan.
I attended a workshop facilitated by Jackson and I really enjoyed the way he links the theory to real life examples that I could apply to my own situation. Thanks again, Jackson”
Jackson is an inspirational leader and given his relatable story, there were lots of valuable insights I was able to get from his session. I really look forward to future events!