About Jackson Millan

Co-Founder | CEO

Jackson, also known as The Wealth Mentor, has spent the last 10 years shaking up the wealth industry and proving what a real wealth coach and strategic adviser should do. Having crafted his own ‘Values Based Advice’ model, Jackson has worked to shift control back into the hands of the people when it comes to working towards achieving financial freedom.

Jackson is an International best selling author in 8 countries and has personally coached over 1,000 clients towards their goals and objectives and aims to change the lives of thousands more over the years ahead.

What inspired you to create Aureus Financial?
Who do you work with?
How do we work with you?
What comes next?
What inspired you to create Aureus Financial?

Over the last 10 years I have been working in a wide range of wealth businesses ranging from big banks to boutique advice businesses as both a consultant and owner. The common problem with these businesses is their alignment with big financial institutions which pressure their advisers to push aligned products on their clients and offer low value, transactional services.

I wanted to create an industry first revolutionary engagement model that aims to put the client at the center of everything and empower them to define their goals, create a bespoke wealth journey for them and hold them accountable to the journey through coaching, advice and accountability supported by an expert team.

Who do you work with?

Financial freedom should not be the domain of the elite few, and with the right education and tools we believe everyone should have the opportunity to live a full and prosperous life, with financial freedom being a journey and not a destination. With this in mind, Aureus Financial provides multiple entry points depending on your stage of life which includes DIY e-Learning, group coaching, scaled advice and financial services and full bespoke services.

Our proprietary ‘Wealth Hub’ gives you access to everything you need in one place which includes wealth education, coaching, strategic advice, tax & accounting, risk management, lending & finance, wealth creation & management, legal services, virtual CFO and business advisory. We aim to be the solution to all of your financial needs under the one roof.

How do we work with you?

We are all busy and this is the main reason most of us fail to plan in the first place. We have work, business and family commitments along with trying to live a life and enjoy the fruits of your labour. With this in mind, we aim to offer a 100% virtual offering that aims to make best use of your time and provide you with support and guidance as and when you need it from anywhere in the world.

If you prefer a more traditional approach, no worries. We have offices on the Northern Beaches and Sydney city. We believe that planning for the future should pass three tests; 1) simple, 2) sustainable and 3) scaleable. This is at the centre of everything we do for our clients as we want you to spend more time doing what you love.

What comes next?

Our process is all about giving you peace of mind and certainty for the future. As such, we offer a complimentary discovery session where we help you define your goals and understand your ‘why’, start piecing together your financial road map and give you insights into how we can add value to you.

Better yet, we offer all of our clients a money back guarantee for engaging in our services. If we promise we can help you achieve an outcome and you don’t get there by following our plan, we will refund you 100%. We want to have skin in the game and invest in a long term partnership to help you reach your destination.

Get started today with a FREE 15 Minute Phone Chat!
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