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EDGECLIFF · NEW SOUTH WALES · AUSTRALIA

Aureus Financial in Edgecliff

Financial advice, business strategy, tax structure, and wealth planning for seven-figure Eastern Suburbs business owners. You’ve built something real. The business turns over solid revenue, the lifestyle looks the part, and from the outside, everything appears to be running smoothly. But behind the scenes, the numbers tell a different story. Tax is eating too much of your profit. Your wealth sits tied up in the business rather than working for you. And your accountant, while perfectly competent at filing returns, has never once sat down with you to talk about where all this hard work is actually taking you. That’s the gap we close at Aureus Financial . We work with ambitious Edgecliff business owners to turn what’s on paper into real, lasting financial freedom through an integrated system that connects your business strategy, tax structure, wealth creation, and property approach into one coherent picture.
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Wealth Created
$ 1 B+
Clients Served
1 +
Advising Since
1 +
Business Owners
1

Book Your Free Strategy Session

A 60-minute session producing a clear roadmap. No fluff. No sales theatre.

  • 100% Confidential
  • No Obligation
  • 1 Business Day Response

As Featured In & Accredited By

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About Our Work in EDGECLIFF

Working with Edgecliff and Eastern Suburbs Business Owners

Edgecliff sits at the heart of one of Sydney’s most commercially active corridors. From the Edgecliff Centre on New South Head Road, our clients span Woollahra, Double Bay, Darling Point, Point Piper, Paddington, Rose Bay, and Bondi Junction professionals running practices, founders scaling service businesses, and investors juggling property alongside everything else.

What we keep seeing across this pocket of Sydney is the same pattern: a business owner who has done everything right to grow revenue, but whose personal wealth hasn’t kept pace. The ATO takes a generous share. Cash pools in the operating account earn nothing. And every time wealth planning comes up, it gets pushed back another quarter because the business is always louder.

At Aureus, we’ve been working with Australian business owners since 2014, and we’ve seen this pattern often enough to know exactly how to break it. What’s needed isn’t more advice in isolation, it’s a system where your business decisions, tax position, investment strategy, and property approach are all working together. A tax decision shapes what’s available for wealth building. A business decision changes your tax exposure. Treating each of these separately, which is what most firms do, leaves money on the table at every turn.

Our office at 135-153 New South Head Road, Edgecliff NSW 2027 puts us right in the middle of the community we serve. If you’re in the Eastern Suburbs and you’ve been looking for a team that can see your whole financial picture, not just one slice of it, this is where that conversation starts.

EDGECLIFF Services

Four Integrated Services. One Accountable Team

We don’t hand you off between separate firms for separate problems. At Aureus, our four divisions work together as one system because your finances don’t operate in silos, and neither do we.
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Aureus Academy

Business Strategy

We help you build a Lifestyle Business: one that pays you properly, runs without you carrying it single-handedly, and creates an asset worth something at exit. Our 4x formula targets $400,000 in annual profit, a four-day working week, 44 working weeks per year, and a clear path to $4 million in net worth.
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Aureus Accounting

Tax Strategy & Compliance

There are tax structures available to business owners that most accountants never put on the table. We specialise in entity architecture, complex structuring and tax optimisation, helping our clients reduce their annual tax bill by up to 20% through entirely legitimate, ATO-compliant strategies. We also handle all compliance: BAS lodgements, tax returns, and financial statements.
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Aureus Wealth Advisers

Wealth Planning

Our Wealth Mastery Machine is built to take your business profit and put it to work building $300,000+ in passive income. We work through cash, income, and growth strategies covering property advice, investment structures, SMSF, risk and insurance, and a personalised 20-year road map that gives you a clear picture of where you’re headed.
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Aureus Growth Partners

Marketing & Revenue

For Edgecliff business owners who want to scale revenue predictably, our Profitable Marketing Machine brings together strategic positioning, paid media, funnel design, and CRM automation working as one system rather than a collection of disconnected tactics.
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All Four Combined

The Aureus Way

Playbooks. Processes. Performance. The full integrated system that has built $3B+ in client wealth since 2014.

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How We Work

The Process We Follow with Every Edgecliff Client

We don’t run discovery calls that go nowhere. Every engagement starts the same way and follows a structured path to measurable outcomes.

1

Strategy Session

A 60-minute session, no fluff, no sales theatre. We get into your business, understand where your wealth sits today, and map the gap between where you are and where you want to be.

2

The Aureus Way

We build your roadmap using our proven proprietary frameworks. You see exactly what we’re going to do, in what order, and what each step is designed to deliver.

3

Implementation

Our job doesn’t stop at advice. We implement. Tax structures get filed. Your wealth plan goes live. Business systems are built and running. We own the execution alongside you.

4

Accountability

Quarterly reviews with outcomes measured against your targets. Tax savings tracked. Passive income tracked. Time freedom tracked. Business value tracked.
Our EDGECLIFF Team

The Advisers Working with Our Edgecliff Clients

Every client works with a dedicated lead adviser and a specialist team behind them.
JM

Jackson Millan

Director & Chief Dreamer
Author, speaker, and adviser to more than 2,200 clients. Jackson has been building wealth for Australian business owners since 2014.
JF

Jim Fairhall-Dickie

Head of Wealth
Leads our Wealth Mastery Machine, SMSF, property portfolios, and 20-Year Road Maps.
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Rakesh Nairn

Head of Accounting
Leads our Tax Mastery Machine, entity architecture, Division 7A, and tax optimisation strategy
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Harvey Lynch

Head of Education

Leads the Lifestyle Business Scale Plan, profit optimisation, and operational systems.

BE

Brett Ellis

Marketing Leader
Leads the Profitable Marketing Machine, strategic positioning, paid media, and CRM automation.
What EDGECLIFF Clients Say

What Our Clients Are Saying

★★★★★
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“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.”

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Veronica Johnston
Bacchus Marsh & Ballarat Psychology
★★★★★
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“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.”

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Jason Lonergan
Gamebred Academy
★★★★★
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“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.”

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Lisa Slaughter
Mochajos & Soiree in a Box · Director
Ready to Get Started

Ready to Stop Leaving Money on the Table?

We work with a limited number of new clients at any one time. If you’re a business owner in the Eastern Suburbs who’s serious about making your finances work as hard as you do, book your free strategy session and let’s see if we’re the right fit.
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Or Call 1300 763 894
EDGECLIFF FAQs

FAQs

We work with high-income employees and executives too, particularly those in senior roles who are earning well but haven’t got a clear plan for where it’s all going. If your income is high but your wealth isn’t growing at the same pace, we can help sort that out.
Not at all, most people come to us precisely because things aren’t in order yet. The strategy session is designed to make sense of where you’re at right now, so there’s no need to tidy anything up beforehand.
Yes, SMSF strategy and structuring are part of what we do through our Aureus Wealth Advisers division. We help clients use their super as an active wealth-building tool rather than a set-and-forget account sitting in the background.
That’s entirely your call, and we’re happy to discuss what makes sense for your situation. Many clients come to us specifically because their current accountant handles compliance well but isn’t across the bigger strategic picture.
Yes, our mortgage broking and finance team helps clients restructure existing debt, refinance at better rates, and set up lending that actually supports their wealth strategy. Good debt used correctly is one of the fastest ways to accelerate your net worth.
It’s our proprietary framework built around three stages: define, create, and manage that turns your active income into growing passive wealth. We’ve used it to help over 2,200 clients build more than $3 billion in combined wealth since 2014.
Absolutely, business exit planning is one of the most important conversations we have with clients, and often one of the most neglected. We help you structure the sale, manage the tax implications, and put a plan in place so the proceeds actually go to work building your next chapter.
Everything discussed in your strategy session and throughout our engagement is treated with complete confidentiality. We take our obligations seriously both professionally and under our AFSL 566091, so you can speak openly without any concern.

FREE Financial Performance Scorecard For 7+ Figure Business Owners

Get Your FREE Personalised Wealth Report Within Minutes PLUS Get Access To FREE TOOLS To:

✅ Increase Your Business’ CASHFLOW

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✅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.

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