All high performing business owners have a mentor or coach to guide them.

As entrepreneurs and business owners, we understand the blood, sweat and tears that you have dedicated to your business in the pursuit of success. It is imperative that as the leader of your business, that you lead in a fashion that is conducive to the business’s continued success.

With our team of experts, we work with you to establish your business strategy.

Have a complimentary discovery session with one of our advisors.

Complete our FREE wealth quiz to see how you are tracking to financial freedom.

Takes less than 5 minutes and will give you a comprehensive report on what you can do to improve your path to achieve your goals.

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Our Discovery Process

Were we are going to take a deep dive into the situation, start preparing an action plan, plotting your financial roadmap, and illustrating all the areas that we can help you keep some goals over the next 12 months

Having your time and energy back

We know that as a dedicated business owner, you have invested a significant amount of your time and energy into your business. It is important that we work towards a sustainable business model that is not only successful financially, but more importantly provides you with the time and energy to enjoy the fruits of your labour.

Understanding and achieving your personal goals

If you have not taken the time to ask yourself what you are trying to achieve in your personal life, it will be near impossible for you to understand what you need to achieve from your business. We help to facilitate the conversation and help you understand what you are actually working towards, and then what needs to be done for you to achieve these goals.

Understanding and achieving your business goals

Once we understand what you are working towards personally, we can reverse engineer your business strategy and pinpoint exactly what your business needs to achieve in order for you to achieve the financial goals and personal lifestyle you desire. We help by facilitating the conversation and providing both the framework and the tools necessary for you to achieve your goals.

Individual Services

We believe that everyone deserves the opportunity to
work towards financial freedom.

Keeping you and your business on track

It is important for anyone who is seeking to achieve a goal that they remain focused and on track. It is twice as important for business owners.

Business strategy implementation

Once you understand where you and the business are today, and understand where you and the business want to be in future, we provide all of the technical tools required you to execute on the vision and achieve the goals you set for yourself.

Banking and lending

Having the correct banking and lending structures within a business is imperative to achieving an optimum balance between cashflow and growth.

Virtual CFO, accounting and tax

It is of the utmost importance that your affairs are correctly structured in a manner that provides the most performance and tax efficiency.

Risk and insurance

Focusing on growth whilst also keeping a keen eye on minimising risks is prudent business practice. We help facilitate risk minimisation.

Creating wealth outside of your business

If you own and run your own business, it is uber important that you pay yourself and achieve your personal goals as well as your business goals.

Time Efficient

You work hard and your time is valuable. Our skilled admin team will take care of much of the paperwork, saving you time and ensuring the implementation of your advice is hassle free.

Choice

With our team of experts, we work with you to establish your business strategy and provide the tools for you to effectively execute on that strategy and achieve your business, financial and lifestyle goals.

Follow Through

Our clients receive regular reviews. Whilst it is super important to establish your macro business strategy, it is just as important that you actually execute on the strategy, and this is only possible if you have the tools to do so. .

Aureus Financial has changed our lives

What Does It Cost?

We offer the first consultation free to ensure that you have all the information you need to better understand your options before deciding if our services are the right fit for you.

24/7 Access

Once you are a client get insights and transparency into your investments and money with powerful daily online reporting through our online portal or mobile app.

Book Your No Obligation Chat

We offer the first consultation free to ensure that you have all the information you need to better understand your options.

Our Offices

Zoom Meetings

Financial Planning and Financial
Wealth Coaching: Common Questions

When is the best time to see a Financial Advisor or Wealth Coach?
Who have you worked with in the past?
What does it cost to get started?
How can a Wealth coach help me?
When is the best time to see a Financial Advisor or Wealth Coach?

There is no ‘best time’, however if you are over 30 years old then speaking with a Wealth Coach can offer many benefits especially around areas related to optimising your finances, wealth building, reducing debt, growing your super, taxation and ensuring adequate strategies are in place to protect your family in the event of unforeseen circumstances.

Who have you worked with in the past?

We worked with over a 1,000 clients including professionals, business owners, we worked with anyone who is looking to take serious step to working towards financial freedom and we helped them build an excess of over $1 billion dollars in wealth.

What does it cost to get started?

First meeting is Complimentary and we present all new clients with a strategy outline illustrating what we’re trying to achieve, where we can add value the likely outcome as working together
and the associated costs which are tailored to each individual, better yet, we also offer a money back guarantee.

How can a Wealth coach help me?

We work differently to a financial adviser not that we can do everything on financial adviser does, but we also help educate you around the language of money and your coach should optimize the situation
and ensure that you can identify opportunities to build and grow your wealth.

Book Your No Obligation Chat

We offer the first consultation free to ensure that you have all the information you need to better understand your options.

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