Financial, business, and wealth advisory for seven-figure Canberra business owners.
You’ve built something real in Canberra. Your business is turning over solid numbers. The mortgage is paid, the family is comfortable, and by any reasonable measure, you’re doing well.
So why does it still feel like you’re running to stand still?
For most Canberra business owners we work with, the answer is the same: the business is growing, but the wealth isn’t. Tax bills arrive every quarter, and they’re bigger than they should be. Your accountant keeps the ATO off your back but hasn’t once sat across the table and said, “Here’s how we grow your net worth.” And somewhere between managing staff, chasing invoices, and keeping clients happy, your personal finances have taken a back seat.
That’s exactly what we fix. At Aureus Financial, we turn business success into family financial freedom using four integrated services that work together as a single system, not four separate conversations with four different firms.
A 60-minute session producing a clear roadmap. No fluff. No sales theatre.
Canberra is unlike any other city in Australia. It’s home to a distinct and resilient economy, one built around government, professional services, defence contracting, health, education, and a growing private sector. Business owners here often operate in stable, well-paid markets. Revenue is consistent. But that consistency can mask a deeper problem: without the right structure, all that income is quietly being eaten by tax, idle cash, and missed investment windows.
We’ve been advising Australian business owners since 2014 and have helped over 2,200+ clients build more than $3 billion in combined wealth. We serve Canberra clients and work remotely when needed, so geography is never an obstacle.
What sets us apart isn’t any one service. It’s the way we connect all four. A tax decision affects your wealth strategy. A business decision affects your taxes. Treat them in isolation, and you get the result most Canberra owners already know: high revenue, high tax, and personal wealth that’s lagging years behind where it should be.
Personal wealth planning through The Wealth Mastery Machine, turning business income into long-term financial independence.
We help Canberra business owners move from trading time for money to building scalable, self-running businesses. Our 4x Formula targets $400K profit, a 4-day work week, 44 weeks a year, and $4M net worth. Clients have achieved a 16% average increase in profit while paying themselves more.
Our Wealth Mastery Machine has helped build over $3 billion in client wealth. It operates across define, create, and manage, covering your 20-year road map, wealth plan, investment system, and passive income strategy. The aim is to build $300K+ in passive income, so work becomes optional.
We structure property and business finance to support smarter growth. Whether buying in the ACT, refinancing, or expanding, our team works across residential, SMSF, commercial, and business lending. Clients have acquired over $100 million in property using our lending strategy.
Choosing the right suburb matters more than negotiating the last ten thousand off the purchase price. We back every Canberra property decision with research-driven guidance across location selection, debt architecture, ownership structuring, and portfolio sequencing, so each acquisition is deliberate, scalable, and built to compound over time.
Playbooks. Processes. Performance. The full integrated system that has built $3B+ in client wealth since 2014.
There’s no ambiguity in how we work. Every client relationship follows the same four stages, regardless of which services they engage in.
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Rakesh leads all tax and accounting work at Aureus. He specialises in complex entity architecture, Division 7A planning and tax optimisation strategies for business owners with multi-layered income structures.
“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.”
We work with Canberra business owners who are serious about closing the gap between what they earn and what they keep. If your annual revenue is above $1 million and your personal wealth isn’t reflecting that, book a free 60-minute strategy session with our team. You’ll walk away with a concrete roadmap, no obligation to go any further.
An accountant keeps you compliant, but compliance alone isn’t a wealth strategy. Many business owners stay profitable yet remain over-taxed and asset-light without a broader plan. A financial advisor aligns tax, business, and finance decisions to build long-term wealth in the same direction.
✅ 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.
