There are only two certainties in life; death and taxes.

Working with our strategic partners, Kelly + Partners Northern Beaches who have over 40 years of combined tax experience, we can help you keep the tax man at bay with the right advice.

Access to expert skills and knowledge

Have a complimentary discovery session with one of our Tax Experts

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

Our team of professionals specialize in maximising your financial affairs to ensure you are doing all the right things both personally or in your business to ensure you live the full life that you desire and deserve.

Understanding and helping achieve your goals

Your typical accountant will review your numbers from last year and provide a tax return to suit. However, a strategic accountant will focus strongly on helping you reach the next level of your business or professional development, and work with you to identify what that progression is and ensure that you can achieve it.

Optimising your tax strategy

No one wants to pay more tax than they need to. By being proactive and implementing a thorough tax strategy, you will yield far greater results and with less stress than if you were being reactive and scrambling for tax savings at the end of every financial year.

Correctly structuring your life

Whether you are a business owner, investor or both, it definitely pays to ensure all of your financial affairs are correctly structured. This will have huge implications down the track, especially when you are seeking to maximise your tax efficiency or you are seeking to minimise risks by correctly structuring and protecting your assets..

Individual Services

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

Establishing and running self managed superannuation funds

Self managed super funds can take your retirement planning to the next level.

Access to expert skills and knowledge

The finance world is often complicated and it is of the utmost importance that you have a skilled and knowledgeable team on your side to avoid any unnecessary risk.

Become a better business owner

As an entrepreneur and business owner, it is of the utmost importance that you understand both your personal and business goals.

Manage your business cashflow

Cashflow is one of the most important aspects for any business owner. By combining skilled bookkeepers with technology available on the market today.

Keep you on track

When you have a professional financial management team you can rest assured knowing that they will continue to work with you over the long term to ensure you achieve the targets that you have set for yourself.

Make best use of your time

Not only would be experts do a better job, you as the business owner will get your time back to work on high value tasks that achieve the big rewards.

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.

Skilled

The sheer amount of talent a skilled team can bring you is phenomenal. We can assist you with a range of services from bookkeeping, lodging your tax return, keeping your finances and paperwork under control, establishing and running your self managed super fund, business strategy and much more.

Team

Jackson Millan of Aureus Financial is a registered tax adviser with the Tax Practitioners Board (25076250) and all tax agent services are provided by Kelly + Partners Northern Beaches and Daniel Chiha (25291608). For further information please contact us.

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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