ATTN Business Owners & Successful Property Investors
As you scale your business and property portfolio, the most common question is “how can I ensure I don’t pay any bonuses to the tax man?”
Most ambitious wealth accumulators want proactive tax advice, but many are left underwhelmed by their reactive accountants who seem to live in the past, focused on financial results that happened 12 months ago.
Worse yet, many experience the dreaded surprise tax bill which can cause huge stress and anxiety that distracts you from building your empire.
At Aureus Financial, we specialise in providing proactive and strategic tax advice for our clients.
Our mission is to help you create ‘Total Financial Control’ in both your business and personal finances.
We do this by reviewing your tax structures and ensuring you’re leaving no opportunities to reduce your tax legally on the table.
We help you create a proactive tax plan, giving you peace of mind and certainty for the next 12 months so there’s never a surprise tax bill again.
We systemise your bookkeeping processes to get you clarity on your numbers so you’re never more than a week away from accurate financial performance.
We then handle all of your compliance, financial reporting and identifying opportunities for you to improve your profits and better manage your cashflow.
If you’ve been looking for a strategic tax adviser that can help you take your business to the next level, we’ve got you sorted.
Success Stories
With our battle-tested strategies and expert coaching, you, too, can reach your financial goals and live the life you’ve always wanted.
Scale My Empire
Jackson has a way of simplifying money to help you get clear on the action required to achieve the goal.
Swell Marketing
I was new to business and didn’t know much about money and finance. Because of Jackson, I now have a successful and profitable business…
I & S Joinery
I was close to giving up and with Jackson’s help I have turned my business around and I am on track to have the best year ever! I even have my wife on board believing in me and my business.
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.
Free Tool
Complete our 30-point Financial Performance Scorecard. Takes 3 minutes. Get a personalised report showing exactly where you stand and what to fix first.
Free. 3 minutes. No obligation.
Learn more about the language of money, gain a better understanding of how you can manage your finances and take control of your wealth journey
Our strategic advice service aims to help you navigate life’s complexies and ensure you optimize the outcomes to help you continue to grow and scale your wealth
Buying property can be one of the most significant financial decisions we will make so it pays to get the right advice. Learn about the fundamentals that influence property growth and help you find the right asset for your portfolio.
Our world class tax & accounting service aim to help you take a proactive approach to your tax, help you understand your numbers, keep the tax man at bay and work to achieve your personal and business goals.
Lending is an ever evolving space and is an integral tool in wealth creation for individuals and business owners. We pride ourselves on being experts in all things lending to help you have the right strategy and source the most competitive deals from our panel of lenders
Buying property can be one of the most significant financial decisions we will make so it pays to get the right advice. Learn about the fundamentals that influence property growth and help you find the right asset for your portfolio.
In the age of tap and go it is easier than ever to spend money and many of us struggle to save enough to achieve all of our goals. We have crafted a cash-flow management service that helps our clients stay on track for their financial and lifestyle goals through leveraging a world class structure and technology to support you
Get the right advice around your tax structures to help you protect your wealth and optimize your tax in order to help you scale your wealth, both personally and in business with peace of mind and certainty.
The world’s best athletes always have a coach but many overlook the value of working with a mentor to help them reach their fullest potential in business and life. Get access to our wealth coaching program and partner with an accountability coach to help you take more action.
Estate planning is often on our list of things to do but very rarely gets resolved as most of us are busy trying to live our lives. Get access to our estate planning facilitation service to document your wishes, protect your wealth and ensure you provide for your loves ones in the event of the unforeseen.
Life is full of risks and we need to work to protect what matters most, whether that be your assets, business, family or your ability to produce an income. Gain access to our proprietary ‘Needs and Wants Analysis’ process to ensure you have peace of mind.
Retirement planning is often an overlooked subject for many wealth accumulators but for most, being self-funded in retirement is high on the list of priorities. We will help you define your ideal retirement, help you work out how you are tracking and create an action plan to help you improve your path to living the dream in your golden years.
With ever-increasing property markets, many people fear that their kids will never be able to afford to get into the property market. We will help you create an inter-generational plan that will help you create a nest egg for your kids and give them a head start in life.
Once we create wealth, we need to be able to manage it effectively to ensure compounding can continue to work its magic. We will help you build a wealth management strategy to help you diversify, achieve your financial and lifestyle goals and ensure you can spend as little time as needed to keep on top of your finances so you can do more of what you love.
Business is a complex beast and we often need to be willing to adapt and change to continue to grow our business. We specialize in helping you map out your business strategy being conscious of your personal plans to help you position your business as a vehicle to craft your dream life.
✅ 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.
