Is Now a Good Time to Invest in Property in Australia?
Australian property has created more generational wealth than almost any…
For 7-Figure Business Owners
Aureus Financial is Australia’s only advisory firm combining profit coaching, wealth planning, tax strategy, and property finance under one roof — built exclusively for business owners doing $1M+.
The 7-Figure Trap
You built something most people never will. A business doing seven figures. But something still feels off. You work too hard for what you keep. Your accountant does tax, not strategy. Your financial planner doesn’t understand business. Nobody’s looking at the whole picture.
You’re paying the ATO a bonus every year
Most 7-figure business owners overpay tax by $30K–$80K annually through poor structures and missed timing.
Your wealth is all in one basket
Business equity and one or two properties. No diversified passive income. No plan to exit on your terms.
Your advisors aren’t talking to each other
Your accountant, planner, and mortgage broker all give conflicting advice. The gaps between them cost you every year.
If your income stopped today, your lifestyle would collapse
No passive income. No systems. No exit strategy. Everything depends on you showing up.
— Jason Lonergan, Gamebred Academy
The Aureus Wealth Hub
Right now you have an accountant, a mortgage broker, a financial adviser — maybe a solicitor. They each hold a piece of your financial picture. None of them talk to each other. That gap is costing you — in tax, in missed property deals, in wealth you should already have. The Aureus Wealth Hub fixes this. One Key Relationship Manager coordinates your entire board of professional advisers so every decision is aligned, every opportunity is captured, and you never feel overwhelmed or confused again.
See how a full Board of Advisers changes what’s possible for your business.
One Firm. Five Divisions.
Most business owners work with 3–4 separate advisors who never communicate. The gaps between them cost $50K–$100K per year in missed opportunities. Aureus Financial operates five integrated divisions under one roof — with one team, one strategy, and one shared view of your numbers.
Remove cashflow bottlenecks, maximise profit, and build a business that works without you. Our clients average +40% operating profit growth.
Turn business profit into personal wealth. Property portfolios, investment strategy, SMSF, and a 20-year roadmap to $300K+ passive income.
Stop overpaying the ATO. Strategic tax structuring, compliance, bookkeeping, and Virtual CFO — saving clients an average of $63,000 per year.
Done-for-you marketing and business growth systems. Our clients average 5.7x return on their marketing investment. Stop guessing, start scaling.
Remove cashflow bottlenecks, maximise profit, and build a business that works without you. Our clients average +40% operating profit growth.
and get a personalised breakdown of your biggest financial gaps — profit, tax, wealth, and marketing.
The Cost of Waiting
Take a $2M business with 10% profit margin and a business owner with $600K in current net wealth. Here’s what the next 20 years looks like with and without an integrated wealth strategy.
Hover or tap any year to see exact projections.
Starting position (both scenarios)
Without Aureus
With Aureus
Important: This is an illustrative projection only and does not constitute financial advice. It is based on generalised assumptions and does not take into account your individual circumstances, tax position, or risk profile. Past client results are not a guarantee of future outcomes. Actual results will vary. Please seek personalised financial and taxation advice before making any financial decisions. Aureus Wealth Advisers Pty Ltd ABN 39 683 716 556 | AFSL 566091.
Want to see what these numbers look like for your specific situation?
Signature System
Solution 1: Profit Coaching
Your Problem: Business consumes all available time and energy. You are unable to step away without everything suffering. Burnout risk increases while you stay trapped in “earn more, spend more.”
What We Deliver:
Outcome: Stop being a slave to your business. Work 4 days per week, 44 weeks per year while building wealth.
Solution 2: Wealth Advisory
Your Problem: Wealth trapped in business with no diversification strategy. No clear path from working income to passive income. No integrated approach. No accountability.
What We Deliver:
Outcome: Stop paying bonuses to the ATO. Structure everything to minimise tax by up to 20% and maximise wealth retention.
Solution 3: Accounting
Your Problem: Paying excessive taxes without strategic planning. Business structure not optimised for wealth building. No integration between tax and wealth strategies. Reactive rather than proactive.
What We Deliver:
Outcome: A systematically growing business funds your freedom. Marketing machine that scales revenue predictably and increases business valuation.
Solution 4: Growth Partners
Your Problem: Revenue plateau limiting wealth building capacity. Unpredictable income affecting financial planning. Manual, founder-dependent revenue generation. Business value not optimised for exit.
What We Deliver:
Outcome: Stop being a slave to your business. Work 4 days per week, 44 weeks per year while building wealth.
Solution 5: Property Research
Your Problem: Over-reliance on business and primary residence for wealth. Underperforming property investments. No systematic approach. No strategic portfolio planning.
What We Deliver:
Outcome: Strategic property investment accelerates your path to family financial freedom. Simple, sustainable, scalable portfolio generating wealth while you sleep.
ABOUT
CEO Aureus Financial | 9x International Best-Selling Author
Jackson Millan has spent the last 16 years doing what most financial experts shy away from: Demystifying the language of money.
Known as The Wealth Mentor, he’s turned advanced financial strategies into practical, no-fluff systems that 7& 8 figure business owners can understand and implement, fast.
As Founder and Chief Dreamer at Aureus Financial-an award-winning Financial Services business-Jackson has helped over 1,000 clients build a combined wealth exceeding $3 BILLION.
But Jackson doesn’t just talk the talk-he’s scaled five 7-figure businesses and one 8-figure venture himself, so he knows exactly how to transform business profit into personal wealth. With a passion for unlocking hidden profit potential, he’s guided 100+ clients to the 8 and even 9-figure mark.
Client Wins
Bacchus Marsh & Ballarat Psychology
“In just one month of implementing Jackson’s advice, I saw a $50,000 increase in monthly revenue. The support I received not only paid for itself but set up sustainable systems for long-term growth.”
Jason Lonergan Gamebred Academy
The biggest thing was getting a rock solid system in place. My personal life is now automated. Everything is growing in the background so I can focus on the day to day of building out my business.
Mochajos & Soiree in a Box — Director
The biggest thing I got from Aureus is analysing my P&L more than ever and being clear on where my money is going. The strategies we have implemented have given us a sense of security and stability.
Why Aureus Financial
You’ve been burned before. Generic advice, big fees, no real change. Here’s exactly how Aureus Financial is different.
| What You Want | Typical Advisor | Aureus Financial |
|---|---|---|
| Business AND personal wealth strategy together | ✕Separate silos | ✓Fully integrated |
| Tax strategy that actually saves you money | ✕Compliance focus | ✓$50K+ avg annual saving |
| An advisor who understands running a business | ✕Employee mindset | ✓Built for $1M+ business owners |
| Profit coaching, not just reporting | ✕Retrospective only | ✓Proactive profit strategy |
| Someone who owns the outcome | ✕Advice only | ✓Results-based, not fee-based |
| Mortgage broker connected to your wealth plan | ✕Standalone service | ✓Finance aligned to your strategy |
Ready to stop settling for fragmented advice?
Free Tool
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Common Questions
A financial advisor for business owners provides integrated advice across profit optimisation, personal wealth creation, tax minimisation, and property finance. Unlike a general financial planner, they understand how business cashflow, tax structures, and personal wealth interact — and build strategies that work across all three simultaneously. At Aureus Financial, our advisors work exclusively with Australian business owners doing $1M+ in revenue.
Most 7-figure business owners overpay the ATO by $30,000–$80,000 per year through poor tax structures, missed deductions, and poor timing of distributions. With the right trust structures, company tax rates, Division 7A management, and superannuation strategies, Aureus clients typically save $50,000+ annually. Results depend on your structure, income, and starting position.
The Wealth Mastery Machine is Aureus Financial's proprietary three-phase framework for turning business profit into personal wealth. Phase 1 sets your 20-year roadmap. Phase 2 builds cash surplus and automates investments. Phase 3 allocates income to generate $300K+ in passive income. Over 1,000 clients have used this framework to build more than $3 billion in combined wealth — acquiring 778 properties along the way.
Most business owners use 3–4 separate advisors who don't communicate. This creates gaps that cost $50K–$100K per year in missed opportunities. Aureus Financial operates five integrated divisions — Business, Wealth, Accounting, Growth Partners, and Finance & Property — under one roof. All five teams share your data and strategy, eliminating the coordination failures that cost most business owners real money every year.
Most Aureus clients see measurable results within 90 days. On average, business owners grow operating profit by 40% on average. Tax savings typically materialise in the first financial year. Veronica Johnston saw a $50,000 increase in monthly revenue in month one. Results vary based on starting position, business type, and how fast you implement.
Most financial advisors provide general wealth advice with no expertise in business operations or tax strategy. Aureus Financial integrates business profit coaching, strategic wealth planning, tax and accounting, and property finance in one team — focused exclusively on business owners doing $1M+. Aureus owns the outcome and measures success by actual wealth created, not hours billed.
The 4x Formula is Aureus Financial's benchmark for a true lifestyle business: $400,000 in annual profit, 4 days per week, 44 weeks per year, and $4 million in net worth. It defines what financial and lifestyle freedom looks like for a 7-figure business owner — and gives the Aureus team a clear, measurable target for every client engagement.
Yes. Aureus Financial limits client numbers to maintain advisory quality. New clients are accepted by application only. To check current availability, book a free strategy session via the website or call 1300 763 894. If you don't qualify at this stage, the team will point you toward the right next step.
Our typical client is a business owner doing $3M–$5M in annual revenue, though we work with businesses from $1M to $100M+. Our client base is predominantly trade and construction (79%) and professional services (16%), including builders, electricians, plumbers, consultants, accountants, lawyers, and IT firms. What they share: growing revenue, rising complexity, and a feeling they're not keeping enough of what they earn.
We accept clients doing over $500K who are committed to hitting $1M within the next 12 months — on a case-by-case basis. The conversation will be honest: if we can genuinely help you get there, we'll invite you in. If we can't, we won't. We'd rather point you toward the right resource than take your money and underdeliver. Book a session and let's find out where you sit.
Our advisers hold the highest qualifications available — Master of Financial Planning, Master of Business Administration, Master of Taxation, Certified Financial Planner (CFP), Associate Chartered Financial Practitioner (AChFP), and Chartered Accountant (CA). The Aureus team has collectively published 8 international bestselling books and won multiple industry awards. You're not dealing with juniors on commission.
Our fees are structured around the value we create, not hours billed. Clients typically recover multiples of their investment within the first 12 months through tax savings, profit improvement, and wealth accumulation. Specific fees are discussed during your free strategy session once we understand your business and what's possible. We don't publish a price list because every client engagement is different.
Absolutely — and honestly, it's better that way. The biggest financial decisions affect both of you. We regularly work with couples who want to align on business, wealth, and lifestyle goals together. Our strategy sessions are designed to include both partners. If your spouse or business partner wants to be part of the conversation, bring them. It leads to faster decisions and better outcomes.
Most business owners have advisers — but they don't talk to each other. Your accountant isn't guiding your investment strategy. Your financial adviser isn't maximising your business profit. Nobody is looking at the whole picture. Aureus integrates all five advisory disciplines under one strategy. Many of our clients come to us having paid good fees for years, only to discover they've been leaving $50K–$100K on the table annually.
Yes — and this is one of the most important times to get the right advice. The difference between selling with a plan and selling without one can be millions of dollars. We help business owners prepare for exit: maximising valuation, structuring the sale to minimise CGT, and ensuring the proceeds get invested into a wealth plan that replaces your income after settlement. The earlier you start this work, the better the outcome.
This is the most common problem we see. Revenue growth without profit engineering just means bigger numbers with the same thin margins. The culprits are usually poor pricing, scope creep, uncontrolled overhead, weak cash flow management, and a tax structure that's bleeding money. Aureus identifies exactly where your profit is leaking — then fixes it. Our clients grow operating profit by 40% on average within 12 months.
This is exactly who we build our business coaching for. Most business owners are trapped in the operator role — doing the work instead of running the business. Our Education division helps you build systems, hire the right people, and step into a true CEO role. The 4x Formula target — $400K profit, 4 days per week — is achievable for most business owners with the right structure. We've done it with hundreds of clients.
Yes. Inconsistent cash flow is almost always a profit engineering and systems problem, not a market problem. We implement the Profit Mastery Machine — a cash flow allocation system that separates operating cash, tax reserves, owner distributions, and investment capital. Within 90 days most clients stop the feast-or-famine cycle and start building a cash buffer. It's one of the fastest wins we deliver.
Our client base covers trade and construction (builders, electricians, plumbers, civil), professional services (lawyers, consultants, accountants, recruiters), IT and technology, transport and logistics, health and allied health, and manufacturing. Our frameworks are industry-agnostic — the profit, tax, and wealth principles apply regardless of your sector. If you're doing $500K+ and want to grow, there's a high chance we can help.
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Limited Availability — Client Applications Open
Book a free strategy session with an Aureus advisor. We’ll review your business and personal position, identify the biggest gaps, and show you exactly what a client engagement looks like. No obligation. No generic advice.
Free 45-minute session. Available for business owners doing $1M+. 100% confidential.
✅ Increase Your Business’ CASHFLOW
✅ STOP Overpaying Taxes To The ATO
✅AND Finally…. Learn How To Leverage Your Business To Create Financial Abundance and BUILD WEALTH!
The performance scorecard helps you understand your current financial position and allows us to tailor the best solutions. Click the button below.