Welcome to Aureus Financial, the home of the best financial advisors and financial planners in Sydney. Our team of seasoned professionals is committed to providing bespoke financial advice and planning services to help you reach financial freedom faster.
Why Pick Aureus As Your Financial Advisor?
In the complex world of finance, having a reliable partner who understands your unique needs is crucial. As a leading financial advisor in Sydney, we offer comprehensive financial planning services tailored to your individual circumstances.
Our signature solution, The Wealth Mastery Machine allows us to systematically help our clients define their goals and create a 20 year plan, implement a wealth creation framework to make their money work harder and manage their wealth in less than 30 minutes a month.
Whether you’re planning for retirement, looking to invest in property or shares, or need advice on tax planning, or creating passive income streams, our team is here to guide you every step of the way.
Services We Offer
Personalised Financial Planning
Our financial advisors in Sydney provide personalised financial planning services. We take the time to understand your financial situation, goals, and risk tolerance to create a customised financial plan that suits your needs. We believe that every financial journey is unique, and therefore, every financial plan should be too.
Investment Advice
Investing can be a complex and risky venture without the right guidance. Our financial advisors are experienced in various investment strategies and can help you make informed decisions to grow your wealth.
Our approach to wealth creation utilises what we call ‘The Investment Operating System’ which is an agnostic approach to investment selection, utilising the right asset classes that align with your goals, tolerance to risk and investment experience.
Unlike many other financial advisors, we take the time to educate our clients around investing principles and help them craft their own unique investment strategy so they can make confident investment decisions for the future.
We’ll help you understand the different investment options available and how they align with your financial goals and help you implement these investments along with managing them over time.
Retirement Planning
Planning for retirement can be daunting and the rules are complex and confusing. Our financial advisors can help you navigate the complexities of retirement planning, ensuring you have a strategy in place to enjoy a comfortable retirement, reduce your future tax liabilities and create passive income streams that provide you with peace of mind and certainty for the future.
We’ll help you understand how much you need to save, the best retirement savings accounts for you, and how to invest your savings to ensure a steady income in retirement. Many of our retirement planning clients end up paying zero tax in retirement as a result of our strategic advice.
Tax Planning
Understanding tax regulations and how they apply to your financial situation can be challenging. Our financial advisors are well-versed in tax laws and can provide strategic advice to help you minimise your tax liability while staying compliant with the law.
We help our clients leverage tax structures like trusts, companies and other tax minimisation strategies, setup their business to take advantage of small business CGT concessions, and offset future capital gains tax liability on property investments.
Some of our clients have been able to reduce their tax liability by hundreds of thousands as a result of our advice.
Financial Advisory Success Stories
Our Financial Advisors Helped Thousands Of People Like You Build The Financial Future They Want
With our battle-tested strategies and expert coaching, you, too, can reach your financial goals and live the life you’ve always wanted.
“Jackson has a way of simplifying money to help you get clear on the action required to achieve the goal… A complete game changer for me and my family”
-Scott Gellatly
Scale My Empire
“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, have paid out our bad debts and we are now building wealth”
– Marius duPreez
Swell Marketing
“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.”
– Ivo Exposto
I & S Joinery
Book Your No Obligation Chat
If you’re looking for a financial advisor in Sydney, look no further than Aureus Financial. Contact us today to schedule a consultation with one of our experienced financial advisors. Let us help you secure your financial future.
Sydney Financial Planning Advisory: Common Questions
At Aureus Financial, we provide a comprehensive range of financial advisory services, including budgeting & cash flow management, tax planning, wealth creation, property investing, retirement planning, passive income creation, superannuation, risk management and personal insurance, and business exit and acquisition strategies.
We differentiate ourselves through our proprietary Wealth Mastery Machine process which we have used to help our clients build over $2 billion in wealth. We have extensive experience, and commitment to educating our clients to create financial freedom faster. Our role is more than just a financial advisor, we act as your wealth coach to help you create your plan, implement it and hold you accountable to the journey.
Absolutely! We’re here to guide you through the entire financial planning process. We’ll help you understand your current financial situation, identify your financial goals, and develop a plan to achieve those goals.
The frequency of meetings can vary depending on your needs and preferences. Some clients prefer regular check-ins monthly, while others may only require annual reviews. We’re flexible and will work with you to determine the best schedule.
For your first meeting, it’s helpful to bring any financial documents that can give us a clear picture of your current financial situation. This might include bank statements, investment portfolios, insurance policies, tax returns, and any debts or loans you have.
Experienced Financial Advisors in Sydney
Our team of financial advisors in Sydney is highly experienced and qualified, with over 100+ years of combined financial advice experience. All of our financial advisors have passed the FASEA Advisor exam and hold university degrees in economics, financial planning, masters of business administration, chartered financial analysis and commerce.
We are committed to ongoing professional development to stay abreast of the latest industry trends and regulations. Each of our financial advisors is required to complete 40 hours of professional training each year. This ensures we provide you with the most up-to-date and effective financial advice.
Client-Centric Approach
At Aureus Financial, our clients are at the heart of everything we do. We believe in building long-term relationships based on trust and mutual respect. Most of our clients work with us for many years and refer their family and friends to partner with us in pursuit of financial freedom.
We are proud to have over 200 client reviews, testimonials and case studies which showcase the amazing outcomes we have helped our clients achieve. As a result of our advice, our clients have accumulated in excess of $2 billion in wealth. Our financial advisors in Sydney work closely with you to understand your financial goals and develop a plan to achieve them, along with working with you to keep on track for your plans and hold you accountable to taking action.
Comprehensive Financial Education
We believe that financial education is the key to making informed decisions. That’s why we provide our clients with comprehensive financial education resources, including seminars, webinars, and one-on-one coaching. We want to empower you to take control of your financial future. We have published 2 x international best selling books and have educated tens of thousands globally on wealth creation principles. We’re regularly featured in mainstream media such as Sydney Morning Herald, The Sun Herald, Australian Financial Review, Money Magazine, Studio 10, The Today Show, ABC and many more.
The Aureus Financial Difference
At Aureus Financial, we’re not just about providing financial advice. We’re about providing financial solutions that make a real difference in our clients’ lives. We understand that finance is not just about numbers, it’s about helping you achieve your dreams and live the life you want.
Our Commitment to Excellence
We are committed to providing the highest level of service to our clients. Our team of financial advisors in Sydney continually strive for excellence in everything they do, from the advice they provide to the customer service they deliver.
Trust and Transparency
Trust and transparency are at the core of our business. We believe in being open and honest with our clients about their financial situation and the strategies we recommend. We provide regular updates and reports so you can see how your financial plan is progressing.
Your Financial Journey Starts Here
Your financial journey is just beginning, and we’re here to guide you every step of the way. From your first consultation with us, you’ll see the Aureus Financial difference. We don’t just provide financial advice; we provide a roadmap to your financial success.
Join the Aureus Financial Family
When you choose Aureus Financial, you’re not just a client; you’re part of our family. We take pride in the strong relationships we build with our clients, and we’re committed to supporting you in your financial journey. Join the Aureus Financial family today and experience the difference for yourself.
Ready To Get In Contact With Our Financial Advisors?
With now hundreds of happy and successful clients we typically have a waiting list to join our programs. If you are ready to take your finances seriously, complete the application below and see if you qualify to work with our expert coaches.
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