For ambitious young professionals ready to invest in a premium, high-touch approach to building real wealth.
Why We’re Different
At Aureus Financial, we do more than just crunch numbers. We provide a hands-on coaching and mentorship experience that empowers you to make confident financial moves—today and for decades to come.
Most young Sydneysiders come to us because they’re after more than a quick-fix financial plan. They want a genuine relationship with their advisor, clarity on how to secure a comfortable retirement, and the ultimate goal: financial freedom. Sound familiar?
Here’s the catch: Many see a snippet online saying it should only cost “three to five grand” for advice, but that’s often a once-off plan without ongoing support. That may work if you just want a basic roadmap. But if you earn a combined household income of $250k+ and you’re chasing a real transformation, you need more than a cookie-cutter solution.
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.
Frequently Asked Questions
There’s no magic age—it’s more about when you’re ready to get serious about building wealth. The sooner you start, the more your money can work for you. If you’re in your 20s, 30s, or 40s with a steady (or high) income and big financial goals (like property, investing, or early retirement), getting professional advice can accelerate your progress.
Absolutely. The days of “financial advice is only for the over-50s” are long gone. More young professionals are realising that a well-structured financial plan isn’t just about retirement; it’s about enjoying life now while still setting yourself up for the future. The key is to find an advisor who offers more than cookie-cutter advice—look for coaching, ongoing mentorship, and strategies tailored to your goals.
“Normal” fees vary wildly. You might see some advisors advertising $3,000–$5,000 packages, but that often covers a once-off plan and minimal ongoing support. At Aureus, we’re upfront: our high-touch coaching and mentorship starts at around $15,000 for the first year (covering strategy creation, implementation, and ongoing coaching). From Year 2, clients typically invest $5,000–$10,000 annually depending on complexity. If you’re after premium, personalised service, expect to invest accordingly.
If you’re earning good money and want to kick-start your wealth journey, yes. A financial planner can help you build solid foundations—like investing early, protecting income, and structuring your finances—so you’re not playing catch-up later. The advice you get in your 20s can have a massive compounding effect over the decades ahead.
In Australia, the terms are often used interchangeably. What really matters is the depth of service. Do you just want a once-off plan (“Thanks, see you never!”), or do you want ongoing coaching, accountability, and a team that’s actively helping you grow your wealth year after year? Whichever title they use, choose someone who provides real value beyond a basic spreadsheet.
When your financial life starts to feel more complex than “I’ve got some savings in the bank,” it’s time to consider professional help. Maybe you’re earning a solid income, thinking about buying property, or juggling multiple financial goals. A planner (or advisor) provides structure, personalised strategies, and the reassurance that you’re on the right track—so you can focus on living your life without second-guessing every financial decision.
If you’re looking for a premium, hands-on approach to building wealth—not just a quick-fix plan—then apply to become a private client at Aureus Financial. We’ll have an open chat about your goals and see if our mentorship and tailored strategies are the right fit for you.
The Investment in Your Future
We’re upfront about our fees because we believe in transparency. Our clients typically invest $16,500 in the first year working with us:
- $6,500 for personalised strategy creation. This includes a comprehensive 20 year financial and lifestyle road map, helping you work through all of your goals, aspirations and what-if scenarios you’ve always wanted to know
- $5,000 for meticulous implementation and getting everything set up. We provide you with a detailed financial game plan, specific recommendations covering cashflow, debt, investing, superannuation, risk management, estate planning and consider over 45+ strategies and tactics that can help you achieve your goals. Our expert team will also help you complete all the necessary paperwork and set everything up on your behalf.
- $5,000 for ongoing coaching, mentorship, and optimisation in the first year. We’ll implement an automated wealth dashboard, track all of your targets and hold you accountable to sticking to the plan while adjusting as life changes.
From Year 2 onwards, clients generally invest $5,000 to $10,000 annually, depending on complexity and the additional value we deliver. It’s a premium service, but it’s also a premium result—tailored to help you build genuine, long-term wealth.
Why Choose Aureus Financial?
- Holistic & Personalised: We don’t just give you a static and transactional plan. We factor in your lifestyle goals, career ambitions, and family vision—so every recommendation actually fits your life.
- Mentorship & Coaching: Our ongoing support means you’re never left guessing. We’ll be in your corner, fine-tuning your strategy as life inevitably shifts. You’ll learn all the things you were never taught at school so you can make better money decisions for yourself
- Wealth-Building Focus: Yes, we do the standard stuff like budgeting and insurance. But our real focus is multiplying your net worth and creating lasting financial security. We’ve helped our clients amass over $3 billion in combined wealth.
- Open & Honest Communication: From fee structures to investment strategies, we keep it real. No hidden costs, no fluff.
Ready to Explore Working Together?
We believe the best way to see if we’re a match is to have a conversation—no strings attached. Book your no-obligation chat to share your goals, ask any burning questions, and find out how our hands-on approach can catapult your financial journey.
Apply to Become a Private Client
If you’re done with run-of-the-mill advice and you’re ready for real, high-impact financial mentoring, click below. We’ll help you create, implement, and refine a wealth strategy that aligns with your dreams—so you can enjoy a comfortable retirement and true financial freedom sooner.
