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!!