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.
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.
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.