I believe that business is the best wealth creation vehicle that exists in the world. However, I see far too many business owners struggle to make consistent profits and use their profit to create financial freedom for themselves and their families.

My mission when creating Aureus Financial in 2017 was to become the best choice for business owners looking to elevate their profit, improve their cash flow and build personal wealth. Since then we have helped over 1,000 clients through strategic advice, financial planning, investment strategy, mortgage broking, tax advisory, property advisory and ongoing coaching and mentoring.

Our programs have been tailored to help 6 and 7 figure service business owners fast track their path to financial freedom. Our clients range from national trade business owners, boutique agencies, coaches and consultants, allied health professionals and anyone else running a business selling high value services.

The reason we love working with business owners is because we’ve discovered 40 strategies that can take their business from a cash-eating monster to a profit and wealth creation machine lightning fast.

We do still have clients who aren’t running their own business, but they are typically in executive or high management roles or have uncapped earnings so they can apply the same strategies we teach.

Our proprietary process is built around a 4 step engagement process;

1. Foundations & Damage Control – we work to audit your current financial strategy, identify cashflow bottlenecks and financial anchors holding you back, help you design a 20 year financial road map and get your money optimised and firing on all cylinders
2. Implementation & Action Planning – we provide you with specific recommendations and tactics that we work to implement and install that keep you on track for your financial game plan
3. On Track Management – A plan is only as good as your ability to stick to it. We work with our clients to adjust your plan and course correct over time to help you smash your goals
4. Magnify & Ascend – Once you build a solid foundation, we’ll help you identify the financial levers to magnify and ascend your wealth so you can achieve financial freedom faster

We’ve created a 40 point financial performance scorecard based on the top areas that get in the way of most business owners maximising profit, optimising tax and building personal wealth.

Go to www.wealthhealthcheck.com.au and complete the scorecard and we can arrange for one of our expert coaches to schedule a complimentary Game Plan session with you. In this session we will identify the lowest hanging financial fruit and primary areas of focus, along with creating an action plan with your next best moves.

If we can help you further, we will detail exactly how we can work together and the next best steps.