Aureus Financial in Sydney
Financial advice, business coaching, wealth planning, and tax strategy for seven-figure Sydney business owners.
You’ve spent years building something real. Your Sydney business turns over solid revenue. You’re paying your mortgage, your family holidays are covered, and from the outside, things look exactly how you planned. But here’s what nobody talks about: running a successful business in one of Australia’s most expensive cities doesn’t automatically mean you’re building lasting personal wealth. At Aureus Financial, we see this gap every day.
The tax bill lands every year and takes a chunk you’d rather keep. The profits sitting in your business account aren’t working hard enough. Your accountant is competent at compliance, but nobody’s connecting the dots between what you earn today and what that means for your financial future.
That’s the gap we exist to close.
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
Sydney-Based. Nationally Recognised. Built for Business Owners Like You.
We’re not a remote firm that occasionally flies into Sydney. We have offices in Edgecliff and Caringbah, meaning our team is genuinely embedded in the city where our clients live and work. Whether you’re running a professional services firm in the CBD, a trade business in the Hills District, a healthcare practice on the North Shore, or a growing e-commerce operation in the Inner West, we’ve worked with business owners at your stage, in your suburb, facing your specific tax and wealth challenges.
At Aureus Financial, we have been advising Australian business owners since 2014. In that time, we’ve helped over 1,000 clients across the country build more than $3 billion in combined wealth. On average, we’ve helped business owners increase their profit by 150% while actually paying themselves more and running a more valuable business.
Sydney is a unique market. Property values are among the highest in the world. The cost of doing business is steep. And the opportunities for those with the right financial strategy are significant. We understand what it takes to grow real personal wealth in this city, and we know the mistakes that hold capable, ambitious business owners back from getting there.
Where most advisers hand you a report and step back, we get into the details with you. Tax decisions flow into wealth strategy. Business decisions affect taxes. Finance structures shape what’s possible in property. We treat all of it as one connected system because it is.
What We Do for Sydney Business Owners
Business Advisor
Lifestyle Business Scale Plan
Most Sydney business owners we speak to are working more hours than they want to, paying themselves less than they deserve, and carrying the weight of a business that would collapse without them in it. Our lifestyle business scale plan is built to change that.
Our 4x formula is the target we work towards together: $400,000 in annual profit, working four days a week across 44 weeks a year, with a clear path to $4 million in net worth. We’ve done this for business owners across Sydney, not as a pitch, but as a repeatable result with a framework behind it.
Tax Strategy & Accounting
The Tax Mastery Machine
Sydney business owners with revenue in the seven figures are often the most overtaxed people in the country. Our Tax Mastery Machine isn’t about minimising tax in small ways. It’s about structuring your entities correctly, understanding Division 7A, setting up the right ownership architecture, and cutting your annual tax bill by up to 20%.
Our head of accounting, Rakesh Nairn, specialises in exactly this. He’s not just filing your BAS and returning calls; he’s looking at your structure end-to-end and identifying what’s costing you.
Wealth Advisor
The Wealth Mastery Machine
Our signature system, the wealth mastery machine, has been responsible for building over $3 billion in wealth for our clients. It’s built around three pillars: Define, Create, and Manage. We map your 20-year road map, structure your cash flow using the Hub Structure and Bucket System, automate your investments, and build passive income streams that keep growing whether you’re at your desk or not.
The target we work towards: $300,000-plus in passive income that exceeds your lifestyle costs. That’s the point where your financial freedom becomes real, not a concept, but a number you can see in your account each month.
Mortgage Broking & Finance
Finance Strategy Framework
Sydney’s property market rewards those who know how to structure their lending. Our award-winning Finance Strategy Framework has helped our clients acquire over $100 million in property in recent years. Whether you’re buying your first investment property in Parramatta, refinancing an existing portfolio, looking at commercial property in the Inner West, or accessing business asset finance, we’ve structured it before, and we know what the banks need to see.
Marketing & Growth
Profitable Marketing Machine
Revenue growth isn’t guesswork. Our profitable marketing machine brings together strategic positioning, paid media, funnel design, and CRM automation as one integrated system. If your Sydney business has plateaued or you’re spending on marketing without a clear return, this is the work that changes the picture.
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
1
Strategy Session
A focused 60-minute conversation about your business, your current financial position, and the gap between where you are now and where you actually want to be. No sales pitch. No vague next steps. Just clarity.
2
The Aureus Way
We build your personalised roadmap using our proven frameworks. You’ll know exactly what we’re doing, in what order, and what each step is designed to achieve.
3
Implementation
We don’t stop at advice. Tax structures get filed. Your wealth plan goes live. The marketing machine gets built. The business systems get deployed.
4
Accountability
Quarterly reviews against outcomes we’ve both committed to: tax savings, passive income growth, business value, and time freedom. We track it, and we own it.
★ The Aureus Guarantee ★
"Your problems solved, or you don't pay. We own the outcome."
OurTeam
Jackson Millan
Author, speaker, and adviser to more than 2,200 clients. Has been building wealth strategies for business owners since 2014.
Jim Fairhall-Dickie
Leads the Wealth Mastery Machine. Specialises in SMSF, property portfolios, and 20-Year Road Maps.
Rakesh Nairn
Leads the Tax Mastery Machine. Entity architecture and Division 7A specialist.
Harvey Lynch
Leads the Lifestyle Business Scale Plan. Profit optimisation and operational systems.
Brett Ellis
Leads the Profitable Marketing Machine. Strategic positioning, paid media, and CRM.
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
“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
“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
Contact Aureus Financial
If you’re a Sydney business owner ready for clarity, start with a strategy session so we can understand your business, structure, and wealth gaps. We work with a limited number of clients to ensure every strategy is properly built and supported. Whether you want to improve cash flow, reduce tax, or build long-term wealth, we’ll help you map the next step clearly.
Sydney consultations available via Edgecliff & Caringbah offices, or via virtual meeting if preferred.
100% confidential • No obligation • Response within 1 business day
FAQs
A financial adviser helps you connect your income, tax position, investments, lending, and long-term wealth strategy into one coordinated plan. At Aureus Financial, we focus on integrating business performance with personal wealth outcomes.
Because strong revenue doesn’t automatically translate into structured wealth. Without the right tax planning, cash flow systems, and investment strategy, profits often remain trapped in the business instead of being converted into long-term assets.
Yes. Through structured tax planning, entity setup, and strategic accounting, we help business owners improve tax efficiency. In many cases, this can significantly reduce unnecessary tax exposure depending on the structure and circumstances.
Yes. While we have offices in Sydney, we also work with clients across Australia. Many of our advisory, wealth, and business strategy services can be delivered remotely through structured sessions.
Our Wealth Mastery Machine follows three stages: define, create, and manage. We build a long-term roadmap, structure cash flow for investing, and help clients build passive income streams designed to support their lifestyle.
Most professionals work in isolation, and accounting, lending, and financial advice are handled separately. We bring everything together into one system so tax decisions, business strategy, and wealth planning all work toward the same outcome.
