Financial, business and wealth advisory for seven-figure Melbourne business owners.
You run a successful business in Melbourne. Revenue is solid. Your family lives well. On paper, you have made it. Privately, something feels off. The wealth you have built sits trapped in the business or underperforming property. Your accountant files returns but never advises.
Aureus Financial turns business success into family financial freedom through proven systems across business strategy, tax structure, wealth planning and property advisory.
A 60-minute session producing a clear roadmap. No fluff. No sales theatre.
Melbourne is home to thousands of seven-figure businesses across professional services, trades, ecommerce, manufacturing, hospitality and property. The owners share a problem: the business has scaled, but personal wealth has not kept pace.
Tax bills consume profit. Cash sits idle in the operating account. Wealth strategy gets pushed to the back of the queue while the business swallows every working hour.
Aureus Financial has been advising Australian business owners since 2014. We work with Melbourne clients across every postcode from the CBD through to Brighton, Toorak, South Yarra, Hawthorn, Camberwell and Glen Iris — plus regional Victoria when the brief calls for it.
Where most firms offer one service in isolation, we orchestrate all four together. That is the difference. A tax decision affects wealth strategy. A business decision affects tax. Treating any of them in isolation produces the result Melbourne owners already know too well: high revenue, high tax, low real freedom.
Strategic business advisory — build a Lifestyle Business funding family freedom.
Tax structure and accounting — reduce your annual tax bill by up to 20%.
Build $300K+ passive income through The Wealth Mastery Machine.
The Profitable Marketing Machine to scale revenue predictably.
Engage one or all four. Our proven proprietary frameworks help seven-figure Melbourne business owners turn revenue into real family wealth.
Stop being a slave to your business. Build the systems and team to work four days a week, 44 weeks a year, while the business performs.
For Melbourne businesses paying too much to the ATO. We structure your entities, optimise your tax position and cut your bill by up to 20%.
Build $300K+ passive income exceeding your lifestyle costs. We orchestrate your wealth ecosystem across Cash, Income and Growth buckets.
Strategic positioning, funnel design, paid media and CRM automation working as one integrated system — not five disconnected tactics.
Research-driven property portfolios. Strategic, sustainable, scalable. Suburb selection, debt structuring and ownership architecture.
Playbooks. Processes. Performance. The full integrated system that has built $3B+ in client wealth since 2014.
We do not run discovery calls leading nowhere. Every Melbourne engagement follows the same battle-tested four-step process.
1
A 60-minute session to understand your business, your wealth position and the gap between where you are and where you want to be. No fluff. No sales theatre.
2
Playbooks, Processes, Performance. We build your roadmap using proven Aureus frameworks. You see exactly what we will do and the outcomes each step delivers.
3
We do not stop at advice. We implement. Tax structures filed. Wealth plan operating. Marketing machine built. Business systems live.
4
Quarterly reviews against measurable outcomes. Tax savings tracked. Passive income tracked. Time freedom tracked. Business value tracked.
Every Melbourne client works with a dedicated lead advisor backed by a specialist team across business advisory, tax, wealth and marketing.
Author, speaker and adviser to 2,200+ clients building wealth for business owners since 2014.
Leads The Wealth Mastery Machine. SMSF, property portfolios and 20-Year Road Maps.
Leads The Tax Mastery Machine. Entity architecture and Division 7A specialist.
Leads The Lifestyle Business Scale Plan. Profit optimisation and operational systems.
Leads The Profitable Marketing Machine. Strategic positioning, paid media and CRM.
With our battle-tested strategies and expert coaching, you can reach your financial goals and live the life you’ve always wanted.
“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.”
You have built something real. The next step is converting your effort into lasting family wealth. Book a Strategy Session with the Aureus Melbourne advisory team.
✅ 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.
