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.
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.
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.
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.
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.
Financial Planning and Financial
Wealth Coaching: Common Questions
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.