Rosemary is a long-term client and friend of Jackson Millan. She is the owner of Kooloora Lodge, a luxury lodge accommodation based in Perisher Valley. A former pharmacist turned entrepreneur, she embarked on a journey to take control of her financial future. Faced with the challenge of transitioning from a career in pharmacy to entrepreneurship, Rosemary sought Jackson’s help to navigate the complexities of business and finance.
Rosemary Marchant
THE ENCOUNTER
Rosemary met Jackson many years ago through a referral. At that time, she was in the process of selling her pharmacies and transitioning away from her career in the pharmacy business. Recognising the need to learn how to manage her newfound wealth, she sought out Jackson’s help. This initial connection led to their long-term partnership.
SIMPLIFYING BUSINESS AND FINANCE
Through Aureus’s comprehensive training and Jackson’s mentorship, Rosemary gained valuable insights into simplifying business and finance. She learned to streamline her business operations, optimise her finances, and prepare her businesses for future growth and success.
“The best advice I got between Aureus and my accountants is they timed it down to six months of when I should sell, to be able to create my Super fund and to be able to create my future with Super so that my future is assured now because my Super is set up.”
TURNING YOUR BUSINESS PROFITS TO PERSONAL WEALTH
With Jackson’s guidance, Rosemary has gained financial freedom. She successfully transitioned her business profits into personal wealth. By strategically timing business exits and maximising business value, Rosemary secured her financial future and achieved a state of financial freedom.
“Like I could just walk out of my job today and I sort of would have enough wealth behind me to keep me going for the rest of my time.”
Jackson also helped Rosemary prepare for business exit and valuation by encouraging her to adopt a proactive mindset, always considering her business as a potential asset for sale. He educated her on understanding the true value of her business, identifying key factors that contribute to valuation. Together, they focused on developing robust infrastructure and strategic planning to enhance the business’s saleability. By instilling these principles and providing guidance, Jackson empowered Rosemary to maximise her business’s worth and prepare for a successful transition to her next venture.
“Jackson’s really good at mentoring you about business and trying to get your business to the next level. One of the bits was to have a business ready for sale at every moment and to be able to know what the value of your business is and to have it in your mindset that your business could always be for sale. So it’s always to prepare your business so it could be sold tomorrow. So one of the reasons we got the most amazing value out of our business is we prepared the business for sale from day one.”
THE 3 BIGGEST BENEFITS
- Financial freedom
- Business valuation
- Trusted partnership
SO, WHAT DID THE PROGRAM DO TO ROSEMARY’S BUSINESS?
Through Aureus’s training and Jackson’s mentorship, Rosemary’s businesses were equipped for success. She learned the importance of strategic planning, financial management, and creating value in her business operations, leading to profitable outcomes and successful exits.
WHAT CAN ROSEMARY SAY TO OTHER BUSINESS OWNERS OUT THERE ABOUT WHETHER THEY SHOULD WORK WITH US?
Rosemary emphasizes the importance of trust and collaboration in achieving financial success and highlights the invaluable guidance and support provided by Jackson and his team. Rosemary’s journey serves as a testament to the transformative power of mentorship and comprehensive financial education in achieving business and personal goals.
“Find your partners and trust them.”
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