Award-winning financial advisory, tax strategy, and business coaching for Brisbane’s seven-figure business owners.
Business is strong. The phone keeps ringing. You’ve built something real: a team, a client base, a reputation in your industry. But the numbers on your personal balance sheet don’t reflect any of that. Tax swallows a big chunk every year. The wealth stays locked inside the business. You haven’t sat down with anyone who actually looked at the full picture of business, tax, and wealth together and told you what to do next.
That’s exactly what we do. At Aureus Financial, we work with ambitious Brisbane business owners to reduce their tax bill, get their business running more profitably, and turn that profit into lasting personal wealth. Since 2014, our team has created over $3 billion in wealth for more than 2,200+ Australian clients, and we’re just getting started.
A 60-minute session producing a clear roadmap. No fluff. No sales theatre.
Brisbane is booming. The infrastructure pipeline is enormous, the South East Queensland corridor is expanding rapidly, and the lead-up to the 2032 Olympics is already reshaping industries from construction and hospitality through to professional services and technology. For business owners riding that growth, revenue isn’t the challenge; keeping it is.
We work with Brisbane clients across Greater Brisbane, spanning trades and construction, healthcare, legal and accounting firms, hospitality groups, and property-focused entrepreneurs. The industries differ. The problem is almost always the same.
That gap between what the business earns and what the owner actually builds is rarely a revenue problem. It’s a strategy problem. It’s what happens when your accountant handles your tax, your financial planner manages your super, and nobody is looking at how those two things interact with your business decisions. Every year, Brisbane business owners hand tens of thousands of dollars to the ATO that they didn’t have to, because nobody ever sat down and looked at the whole picture.
We built Aureus to fix that. All four disciplines, business strategy, tax structuring, wealth planning, and growth advisory, sit under one roof and one team. When a decision gets made on the business side, our accounting and wealth team already knows about it. When we restructure your tax position, we do it with your 20-year wealth plan in front of us. That’s the difference between advice and a real outcome.
We don’t hand you off to different firms and hope it all connects. Our four specialist divisions are designed to run as one coordinated system for your financial life.
The Wealth Mastery Machine helps business owners turn business income into long-term personal wealth. Through structured investment and wealth planning strategies, we help clients build scalable portfolios and work towards $300K+ in passive income.
Aureus Growth Partners helps Brisbane businesses scale with a marketing system built for predictable growth. By combining positioning, paid media, funnel strategy, and CRM automation, we create a connected revenue engine focused on measurable results.
Plenty of firms will take your call and send a proposal. We do things differently.
1
We kick off every Brisbane engagement with a 60-minute session that covers your business, your current financial position, what’s working, and what isn’t. We come prepared. You leave with a clear sense of the gap between where you are and where you could be and what it would take to close it. No charge, no obligation.
2
If we’re a fit, we build your roadmap using the Aureus frameworks. You’ll see the exact sequence of actions we recommend, why each step matters, and the specific outcomes each is designed to produce. You’re not buying a vague advisory retainer; you’re buying a plan with a destination.
3
We don’t drop a strategy document in your inbox and call it done. Entity restructures get lodged. Wealth plans get activated. Business systems get built. Marketing machines get switched on. Our job is implementation, not just insight.
4
Every quarter, we sit down and measure outcomes against the roadmap. Tax saved. Passive income built. Business profit increased. Hours worked reduced. We track all of it because advice without accountability is just conversation.
Jackson has spent more than a decade advising Australian business owners on how to turn income into independence. Author, podcast host, and adviser to over 2,200 clients, he built the Wealth Mastery Machine framework that underpins everything we do, and he still personally works with clients across the country.
Jim leads our wealth advisory division and specialises in helping business owners think past the next financial year. His work centres on SMSF strategy, property portfolio construction, and the 20-Year Road Maps that give clients a clear view of where their wealth is headed and what needs to happen to get there.
Rakesh runs the Tax Mastery Machine. He focuses on entity architecture, getting the right structures in place so that the ATO gets exactly what it’s owed, and not a cent more. His background in Division 7A and complex tax structuring makes him particularly valuable for Brisbane business owners who’ve outgrown simple sole trader or company setups.
“In just one month of implementing Jackson’s advice, I saw a $50,000 increase in monthly revenue. The support not only paid for itself but set up sustainable systems for long-term growth.”
“The biggest one was just getting a rock solid system in place. My personal life is now automated and streamlined — all growing in the background so I can focus on building my business.”
“The biggest thing was analysing my P&L more than ever and being clear on where my money is going. The strategies have given us a sense of security and stability.”
Whether you’ve got a specific question or you’re ready to book your free Strategy Session, we’d love to hear from you. Our Brisbane team is available, and we typically respond within one business day.
There’s no pressure, no jargon, and no obligation. Just a straight conversation about where your business and finances are at and whether we can help you get where you want to be.
We help Brisbane business owners reduce unnecessary tax, improve business profitability, and build long-term personal wealth through integrated financial advice.
We mainly work with ambitious seven-figure business owners across Brisbane who want better financial structure, stronger profits, and a clear wealth strategy.
We work with clients across trades and construction, healthcare, legal and accounting firms, hospitality, ecommerce, and property-focused businesses.
The session covers your business, current financial position, opportunities for improvement, and the gap between where you are now and where you want to be.
Unlike traditional firms, our business strategy, tax structuring, wealth planning, and growth advisory services all work together under one team.
Yes. Our accounting and tax advisory team focuses on proactive tax planning and entity structuring designed to reduce unnecessary tax while remaining fully compliant.
✅ Increase Your Business’ CASHFLOW
✅ STOP Overpaying Taxes To The ATO
✅AND Finally…. Learn How To Leverage Your Business To Create Financial Abundance and BUILD WEALTH!
The performance scorecard helps you understand your current financial position and allows us to tailor the best solutions. Click the button below.
