Aureus Financial in Perth, WA

Financial advisory, business coaching, tax strategy, and mortgage broking for seven-figure Perth business owners. Perth runs hard. Whether you’re in construction, resources services, trades, healthcare, or professional services, business owners here put in the hours, and the results show up in the revenue line. What often doesn’t show up at the level it should is personal wealth. We work with Perth business owners who have cracked seven figures in revenue but still feel like they’re falling behind on the wealth side. Big tax bills. Cash is sitting in the wrong places. No clear plan for what comes next. That’s the gap we close. At Aureus Financial, we bring together business strategy, tax structuring, wealth planning, and mortgage broking into one coordinated system, and we’ve used that system to build over $3 billion in wealth for our clients since 2014.

Wealth Created

$ 1 B+

Clients Served

1 +

Advising Australian

1 +

Business Owners

Book Your Free Strategy Session

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

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Why Perth Business Owners Come to Us

Western Australia has a business landscape unlike anywhere else in the country. The boom-and-bust rhythm of the resources sector flows through everything; construction companies, equipment suppliers, engineering firms, specialist trades, professional services firms, and health practices all feel it. Revenue can move fast in either direction, and when it moves fast, the financial structures that weren’t set up properly become very expensive, very quickly.

We’ve been working with Australian business owners since 2014, and we understand the WA market. We advise Perth clients from Cottesloe and Claremont through to Subiaco, West Perth, South Perth, and Fremantle, and further north across Joondalup, Osborne Park, and beyond. We also work with business owners in regional WA, Karratha, Broome, Kalgoorlie, Bunbury, wherever the work calls for it.

The issue we hear most often from Perth business owners isn’t that they’re not earning. It’s that after tax, after the business takes its cut, and after years of reinvesting everything back in, personal wealth just hasn’t grown the way it should have. That’s not a revenue problem. It’s a structural problem. And structure is exactly what we fix.

Four Services. One Coordinated System.

Most advisers in Perth operate in a single lane. Your accountant does the taxes. Your financial planner manages super. Your mortgage broker handles lending. None of them talks to each other, and the gaps between them are where your money disappears.

At Aureus, our four divisions work as one team, because your financial life doesn’t operate in neat separate boxes.

Aureus Academy

Business coaching and advisory to help you build a Lifestyle Business, one that generates strong profit without requiring every hour you have.

Aureus Accounting

Tax structuring, entity architecture, BAS, returns, and financial statements. We go beyond compliance to actively cut your tax bill by up to 20% in many cases.

Aureus Wealth Advisers

Strategic financial advice built around our proprietary Wealth Mastery Machine, the system that has built over $3 billion in client wealth and counting.

Aureus Growth Partners

The Profitable Marketing Machine helps you scale revenue predictably through strategic positioning, paid media, funnel design, and CRM automation.

What We Actually Do for Perth Business Owners

Business Advisory

Lifestyle Business Scale Plan

We’ve worked with 414 business owners and helped them grow business profit by an average of 16%, while paying themselves more and building a more valuable business asset. Our 4x formula targets a clear outcome: $400,000 per year in profit, working four days a week across 44 weeks a year, on the path to $4 million in net worth. For Perth business owners who feel like the business owns them rather than the other way around, this is where we start.

Tax & Accounting

The Tax Mastery Machine

We specialise in complex tax structuring for business owners and investors. That means getting the right entities in place, cleaning up structures that were set up in a hurry years ago, and making sure every dollar of profit is being handled in a way that reduces your exposure to the ATO. We also handle ongoing compliance, BAS, tax returns, bookkeeping, and financial statements, so nothing slips through the cracks.

Wealth Advisory

The Wealth Mastery Machine

Our signature wealth framework is built around three pillars: Define, create, and manage. We start by building your 20-year road map and one-page wealth plan, then we put your money to work through our hub structure and Investment Operating System. The goal is a passive income stream that covers your lifestyle costs without depending on the business to keep generating it. Over 1,000 clients have now built their wealth through this system.

Mortgage Broking

Finance Strategy Framework

Our lending specialists have helped Perth clients access over $100 million in property over the last three years. We structure residential loans, investment lending, SMSF borrowing, commercial finance, and business asset finance, and we do it in a way that fits your broader wealth strategy, not just the deal in front of you.

Marketing & Growth

Profitable Marketing Machine

For Perth business owners who’ve scaled on referrals and word of mouth and want a more reliable revenue engine, our profitable marketing machine brings together positioning, paid media, and CRM automation as one integrated system.

★

All Four Combined

The Aureus Way

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

How We Work with Every Perth Client

Strategy Session

A free 60-minute session where we get a clear picture of your business, your finances and where you want to be. You’ll leave with real direction, not a follow-up email asking you to “think about what you want.

The Aureus Way

We build your roadmap using our proven proprietary frameworks. You’ll see exactly what we’ll do, why we’ll do it, and what each step is designed to deliver.

Implementation

We don’t hand you a document and wish you luck. Tax structures get lodged. Your wealth plan goes live. Marketing systems get built. Business changes happen.

Accountability

We check in quarterly and measure what matters: tax saved, passive income grown, profit improved, business value increased, and time back in your week. If the numbers aren’t moving, we adjust.

★ The Aureus Guarantee ★

"Your problems solved, or you do not pay. We own the outcome."

The Aureus Financial Team

Perth clients work with a dedicated lead adviser supported by our national specialist team. Every person below has a defined role and a proprietary framework they run, not a job title and a generalist skillset.

Jackson Millan

Director & Chief Dreamer

Has advised over 2,200 clients on building wealth through their business. Author, public speaker, and the architect of the Wealth Mastery Machine since 2014.

Jim Fairhall-Dickie

Head of Wealth

Runs The Wealth Mastery Machine. SMSF strategies, property portfolios and 20-Year Road Maps for clients ready to build high passive income.

Rakesh Nairn

Head of Accounting

Runs The Tax Mastery Machine. He’s the person in the room when it comes to entity architecture, Division 7A, and making sure your structure isn’t quietly costing you money.

Harvey Lynch

Head of Education

Runs The Lifestyle Business Scale Plan. If your business has hit a ceiling or you’re working too many hours for what you’re taking home, Harvey is who you want.

Brett Ellis

Marketing Leader

Runs The Profitable Marketing Machine. Positioning, paid media, funnel design, and CRM — built as a system, not a series of disconnected campaigns.

What Our Clients Say

★★★★★

“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.”

Veronica Johnston

Bacchus Marsh & Ballarat Psychology

★★★★★

“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.”

Jason Lonergan

Gamebred Academy

★★★★★

“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.”

Lisa Slaughter

Mochajos & Soiree in a Box · Director

Ready to stop leaving money on the table?

Perth business owners: if your revenue is there but your wealth isn’t, that’s the conversation we need to have. We work with a limited number of clients at a time, and we typically carry a waiting list. If you’re a Perth business owner who’s serious about getting your finances working as hard as you do, apply below to see if you qualify.

100% Confidential · No Obligation · 1 Business Day Response

FAQs

What does a financial adviser in Perth do?

A financial adviser helps you create strategies around wealth creation, cash flow management, investments, tax planning, lending, retirement planning, and long-term financial goals. At Aureus Financial, we provide integrated advice that connects business, wealth, tax, and finance strategies.

How can financial planning help business owners?

Financial planning helps business owners improve cash flow, increase profitability, reduce financial inefficiencies, and create a strategy that turns business income into personal wealth. It also helps business owners plan for growth, succession, and long-term financial security.

Is Aureus Financial available for Perth clients remotely?

Yes. Aureus Financial works with clients across Australia through virtual meetings and secure online systems, making it easy for Perth clients to access financial advice and support remotely.

Can Aureus Financial help with property investment strategies?

Yes. We assist clients with property investment planning, lending strategies, portfolio structuring, and long-term wealth creation strategies designed around their goals and financial position.

How often should I review my financial plan?

Your financial strategy should be reviewed regularly, especially when your income, business performance, family circumstances, or financial goals change. Ongoing reviews help ensure your strategy remains aligned with your long-term objectives.

What makes Aureus Financial different from other financial Advisers?

We provide integrated financial strategies that combine wealth planning, tax advisory, lending, business coaching, and strategic advice under one roof. Our focus is on helping clients create clarity, improve financial performance, and build long-term wealth with practical and personalised guidance.