Want to eliminate financial stress, manage multiple businesses, and create a strategic roadmap to grow your wealth beyond $5M—without the overwhelm?

Submit an application below to get started.

How We Help High-Income Business Owners Manage Their Wealth, Streamline Cash Flow, and Scale Complex Business Structures—Without Wasting Time or Losing Focus

In 2024, we worked with business owners earning over $250K annually with $1M+ in assets. Many of them were successful but facing increasing financial complexity due to multiple businesses and investment structures. Here were the key challenges they experienced:

They didn’t have a clear plan to scale their wealth and manage their complex financial structures.

Managing multiple businesses and cash flow was becoming overwhelming.

They needed a strategic dream team to help them leverage wealth-building opportunities and minimise risks.

Sound familiar?

Here’s the reality: As your wealth and businesses grow, so does the complexity of managing it all. Without a clear, strategic system to streamline cash flow, protect assets, and scale wealth, it’s easy to feel like you’re juggling too much—and missing key opportunities for growth.

What If You Could:

  Create a detailed roadmap that shows you how to manage your businesses and investments to scale wealth beyond $5M?
  Maximise your cash flow, freeing up significant resources for investment opportunities?
  Leverage your assets and businesses strategically to create passive income, while reducing risks?
We’ve helped high-income business owners just like you implement our Freedom System, which simplifies financial management, scales wealth, and creates a strategic plan for navigating complex financial structures. Now, you can do the same.

Examples of Client Success

- A business owner with over $3M in assets increased their annual surplus by 25%, freeing up an additional $500K to invest in new opportunities.

Another client with multiple businesses consolidated their financial structure, reducing overhead and improving their cash flow by $400K annually.

We helped a client with $5M+ in business assets create a tax-efficient exit plan, resulting in a $2.5M sale that was completely tax-free.

What Others Are Saying

“The Freedom Program helped me gain control over multiple businesses and investments. I now have a clear exit plan, and I’ve already increased my wealth by $800K in the first year.”

David L., Entrepreneur

“I was struggling to manage all my businesses and finances. With the Freedom Program, I reduced overhead, improved my cash flow, and created a growth plan that is helping me scale to $10M+.”

Jessica P., Business Owner

Who Is This For?

  High-income business owners earning over $250K with $1M+ in assets who want to simplify their finances and scale wealth.
  Entrepreneurs managing multiple businesses or investment properties seeking clarity and strategic growth.
  Business owners are looking to build a strategic team of experts to help them scale wealth beyond $5M. Many of our Freedom level clients have 8 figures or more in personal wealth.​

“I didn’t get into business to spend all of my time trying to understand my numbers. This is where Jackson and the team at Aureus have helped us take things to the next level. Their road mapping, advice and coaching has been invaluable to us!”

Ian Bone – Courage Training Centre | Professional MMA Fighter

“I think back to what I could have achieved if I did this sooner! Jackson has helped us create our complete financial road map, get our house in order and start making money work harder for us”

Ben Carty – Boom Build

“I think back to what I could have achieved if I did this sooner! Jackson has helped us create our complete financial road map, get our house in order and start making money work harder for us”

Ben Carty – Boom Build

“Week after week my mind has been blown. Working with Jackson and the team has exceeded my expectations in every way and I have completely changed my business and how I manage my money. The accelerator program is the best thing I have ever done!”

Simonne Lee – Life Strategist & Animal Communication

“Working with Jackson has changed our outlook on how we manage our finances. As busy professionals who run a business on the side, we had no time to focus on our personal finances. Now we have a clear plan and have just bought our first property.”

Jarrah & Jess Duckhs

“Working with Jackson has changed our outlook on how we manage our finances. As busy professionals who run a business on the side, we had no time to focus on our personal finances. Now we have a clear plan and have just bought our first property.”

Jarrah & Jess Duckhs

“This is my first business and I knew I needed help to take things to the next level. I knew Jackson had the answers and he delivered so much value”

Ronald Pratap – RP Wealth Management

“I started working with Jackson after he had been working with my family for years. He has helped me build wealth, buy my first property and we are now working on how I buy the next one. Thanks Jackson!”

Jake Broadbent

“I started working with Jackson after he had been working with my family for years. He has helped me build wealth, buy my first property and we are now working on how I buy the next one. Thanks Jackson!”

Jake Broadbent

“I have completely changed the way I approach my business and have all of my peers looking on waiting to see my next move as I am now leading the pack in my business. This has been a game changer for me and I would do it all over again no questions asked!”

Brendan Gow – Private Wealth Adviser

“Jackson is a guru in all senses of the word. I had been following him for a while online and knew he would be able to help me grow and scale my business”

Kevin Smith – Bright Spark Money

“Jackson is a guru in all senses of the word. I had been following him for a while online and knew he would be able to help me grow and scale my business”

Kevin Smith – Bright Spark Money

“Jackson has a way of simplifying money to help you get clear on the action required to achieve the goal… A complete game changer for me and my family”

Scott Gellatly- Scale My Empire

“Jackson came highly recommended from a friend of mine and after meeting him, I knew he was the guy to help me. I have now had one of my biggest months in business with many more to come.”

Shaun Ganguly – Journey Wealth

“Jackson came highly recommended from a friend of mine and after meeting him, I knew he was the guy to help me. I have now had one of my biggest months in business with many more to come.”

Shaun Ganguly – Journey Wealth

“I was new to business and didn’t know much about money and finance. Because of Jackson, I now have a successful and profitable business, have paid out our bad debts and we are now building wealth”

Marius duPreez- Swell Marketing

“I fell out of love with my business until I worked with Jackson. I now have clarity around my future growth, have a full day out of my business a week and had our two most profitable months ever!”

Ben Ricketts- Rocket Wealth Management

“I fell out of love with my business until I worked with Jackson. I now have clarity around my future growth, have a full day out of my business a week and had our two most profitable months ever!”

Ben Ricketts- Rocket Wealth Management

“I’ve been in business 20 years and this was still hugely valuable to me. I am now clear on the systems I need to exit my business in 3 years and spend more time doing what I love”

Tony Spies- Loan Market

Submit Your Application to See if You Qualify

Join Now and Start Building Wealth Beyond $5M.

​- Increase your household surplus and leverage assets for growth.
- Simplify complex financial structures and optimise cash flow. 
- ​Strategically scale your wealth with a clear 20-year plan.

FAQs

  How will the Freedom Program help simplify my complex financial situation?

If you have multiple businesses, properties, and various tax structures, it can be overwhelming to manage them all. The Freedom Program is specifically designed to simplify the management of these complex financial setups. We’ll create a consolidated financial system that brings everything together, making it easy for you to see the big picture and strategically plan for growth, all while streamlining operations across your assets.
  I’ve exhausted my own skills—how can the Freedom Program help?

As a successful business owner, you’ve already achieved a lot on your own, but managing high levels of complexity requires specialised expertise. Our program connects you with a dream team of experienced professionals who will handle everything from tax optimization to investment strategy, so you can focus on high-level decision-making. We go beyond your current capabilities, offering insights and strategies tailored to high-net-worth individuals.
  How does the Freedom Program ensure my team is working together proactively?

We understand the frustration of working with isolated advisors who don’t communicate. In the Freedom Program, we ensure your advisory team is aligned and working together, all focused on your financial goals. We act as a central coordinator, making sure your legal, tax, business, and investment advisors are on the same page, proactively planning together to take advantage of opportunities and avoid missed chances.
   I feel like I’m missing opportunities—how does the program fix this?

We take a proactive, opportunity-focused approach to wealth management. Our team continuously monitors your businesses, investments, and tax strategies to identify areas for growth and improvement. Whether it’s reducing your tax burden, finding new investment opportunities, or optimising cash flow, we make sure nothing slips through the cracks. You’ll get access to expert advice and advanced planning to capture every opportunity available.
   Can I trust that this system works for someone with my level of complexity?

Absolutely. The Freedom Program is specifically designed for high-net-worth individuals like you, managing multiple businesses, assets, and complex tax structures. We’ve helped clients with similar wealth profiles streamline their finances, grow their net worth, and regain control over their financial ecosystem. You’re not just another number—we create custom solutions that fit your unique financial situation.
   How does the Freedom Program ensure I’m not just another client?

We know how important it is for you to feel valued and prioritised. With Freedom, you’ll receive personalised attention, regular one-on-one strategy sessions, and a dedicated team that’s focused on your specific needs. We take the time to fully understand your financial goals, your businesses, and your lifestyle to create a bespoke plan that works for you. You’ll always feel like our top priority, not just another name in the system.
   What kind of results can I expect from the Freedom Program?

Our program is outcome-focused. We work with you to set clear financial goals—whether that’s growing your net worth, optimising your businesses for sale, or creating passive income streams. Most clients see tangible results within 6-12 months, including increased cash flow, reduced tax liability, and greater control over their financial future. We’re focused on delivering measurable outcomes that impact your wealth.
   How will the program help me stay ahead with tax planning?

Tax is often one of the biggest areas where high-net-worth individuals miss opportunities. We’ll work closely with your existing tax advisors or bring in our own team to review your tax structures, identifying ways to reduce liabilities and optimise your earnings. We take a forward-looking approach, ensuring your tax planning stays ahead of changes and is fully aligned with your long-term wealth strategy.
   Can the Freedom Program help me with succession planning for my businesses and assets?

Yes. As your wealth grows, ensuring a smooth succession plan is critical. We’ll help you develop a comprehensive succession and estate plan that not only secures your businesses and assets but also protects your family’s future. Our goal is to ensure your legacy is preserved and passed on according to your wishes, all while minimising any potential tax or legal issues.
   How will this program give me more peace of mind?

We understand that managing multiple businesses and significant wealth can be stressful. The Freedom Program simplifies the complexities, giving you clear control over your financial life. Our tailored financial systems, expert advisory team, and proactive strategies will help you regain confidence in your financial future, ensuring that your wealth is growing, your assets are protected, and you’re not missing out on any opportunities.
   What happens if I don’t see the results I’m expecting?

We do provide our Love It or Leave It – 60-Day Confidence Guarantee. Within the first 60 days, after we’ve delivered your Strategy and the first Primary Value Steps, we’ll ask you:

“Are you confident that, if implemented, this plan will solve the problems we scoped together?”

If your answer is No, you can choose to end the engagement with no further payments required. Any fees already paid remain non-refundable, but you’ll never be locked into paying for something you don’t believe in.

Introducing the Freedom Program

The Freedom Program is designed for business owners earning over $250K annually and managing multiple businesses or complex financial structures. Our system simplifies cash flow, streamlines operations, and creates a clear plan to scale your wealth beyond $5M.

This isn’t just theory—Freedom has helped dozens of high-net-worth clients achieve clarity, reduce complexity, and scale their wealth while minimising risks.

“I didn’t get into business to spend all of my time trying to understand my numbers. This is where Jackson and the team at Aureus have helped us take things to the next level. Their road mapping, advice and coaching has been invaluable to us!”

Ian Bone – Courage Training Centre | Professional MMA Fighter

“I think back to what I could have achieved if I did this sooner! Jackson has helped us create our complete financial road map, get our house in order and start making money work harder for us”

Ben Carty – Boom Build

“I think back to what I could have achieved if I did this sooner! Jackson has helped us create our complete financial road map, get our house in order and start making money work harder for us”

Ben Carty – Boom Build

“Week after week my mind has been blown. Working with Jackson and the team has exceeded my expectations in every way and I have completely changed my business and how I manage my money. The accelerator program is the best thing I have ever done!”

Simonne Lee – Life Strategist & Animal Communication

“Working with Jackson has changed our outlook on how we manage our finances. As busy professionals who run a business on the side, we had no time to focus on our personal finances. Now we have a clear plan and have just bought our first property.”

Jarrah & Jess Duckhs

“Working with Jackson has changed our outlook on how we manage our finances. As busy professionals who run a business on the side, we had no time to focus on our personal finances. Now we have a clear plan and have just bought our first property.”

Jarrah & Jess Duckhs

“This is my first business and I knew I needed help to take things to the next level. I knew Jackson had the answers and he delivered so much value”

Ronald Pratap – RP Wealth Management

“I started working with Jackson after he had been working with my family for years. He has helped me build wealth, buy my first property and we are now working on how I buy the next one. Thanks Jackson!”

Jake Broadbent

“I started working with Jackson after he had been working with my family for years. He has helped me build wealth, buy my first property and we are now working on how I buy the next one. Thanks Jackson!”

Jake Broadbent

“I have completely changed the way I approach my business and have all of my peers looking on waiting to see my next move as I am now leading the pack in my business. This has been a game changer for me and I would do it all over again no questions asked!”

Brendan Gow – Private Wealth Adviser

“Jackson is a guru in all senses of the word. I had been following him for a while online and knew he would be able to help me grow and scale my business”

Kevin Smith – Bright Spark Money

“Jackson is a guru in all senses of the word. I had been following him for a while online and knew he would be able to help me grow and scale my business”

Kevin Smith – Bright Spark Money

“Jackson has a way of simplifying money to help you get clear on the action required to achieve the goal… A complete game changer for me and my family”

Scott Gellatly- Scale My Empire

“Jackson came highly recommended from a friend of mine and after meeting him, I knew he was the guy to help me. I have now had one of my biggest months in business with many more to come.”

Shaun Ganguly – Journey Wealth

“Jackson came highly recommended from a friend of mine and after meeting him, I knew he was the guy to help me. I have now had one of my biggest months in business with many more to come.”

Shaun Ganguly – Journey Wealth

“I was new to business and didn’t know much about money and finance. Because of Jackson, I now have a successful and profitable business, have paid out our bad debts and we are now building wealth”

Marius duPreez- Swell Marketing

“I fell out of love with my business until I worked with Jackson. I now have clarity around my future growth, have a full day out of my business a week and had our two most profitable months ever!”

Ben Ricketts- Rocket Wealth Management

“I fell out of love with my business until I worked with Jackson. I now have clarity around my future growth, have a full day out of my business a week and had our two most profitable months ever!”

Ben Ricketts- Rocket Wealth Management

“I’ve been in business 20 years and this was still hugely valuable to me. I am now clear on the systems I need to exit my business in 3 years and spend more time doing what I love”

Tony Spies- Loan Market

Here’s What You’ll Get Inside the Freedom Program

Create a Customised 20-Year Wealth Roadmap

We’ll help you create a comprehensive 20-year roadmap that guides you through scaling your wealth, managing multiple businesses, and achieving financial freedom.

Strategic Long-Term Planning: Design your entire financial future to ensure your wealth grows in line with your goals.

Navigate Complex Business Structures: Map out the most tax-efficient and growth-driven strategy for your unique situation.

Implement a Cash Flow Structure for Multi-Business Owners

We’ll establish a cash flow management system that maximises surplus from all your business and investment activities.

Maximise Surplus Across Businesses: Free up more cash for investment and wealth-building.

Save Time: Automate the financial processes so you can focus on higher-level decision-making.

Develop a Debt Management & Leverage Plan

At your level, debt is a strategic tool. We’ll create a Debt Management Plan that allows you to leverage debt efficiently or pay it down for maximum ROI.

Leverage Debt for Growth: Use debt as a tool to fund new ventures, investments, or expansions.

Strategically Pay Down Debt: If debt reduction is your goal, we’ll create a plan to eliminate it without sacrificing growth.

Build a Strategic Investment Operating System

With complex assets, you need a sophisticated investment system. We’ll help you develop an Investment Operating System that allows you to manage your portfolio confidently in less than 30 minutes a month.

Streamlined Investment Management: Keep your investments on autopilot while staying in control of growth.

Confident Investing: Make smart, data-driven decisions that align with your wealth goals.

Optimise Your Super & Retirement Planning for High Earners

We’ll review and optimise your superannuation and retirement planning, ensuring it’s structured for maximum tax efficiency and long-term growth.

Maximise Your Super: Ensure your retirement savings grow alongside your income.

Plan for a High-Earning Retirement: We’ll ensure your retirement is as financially secure as your business.

Create a Tailored Risk Management Plan

With multiple businesses and growing assets, the risks are higher. We’ll design a Risk Management Plan that protects your wealth and insulates you from potential threats.

Protect Your Assets: Shield your businesses and wealth from unexpected risks and liabilities.

Secure Your Financial Future: Ensure that every contingency is covered, from legal risks to market shifts.

Establish a Strategic Dream Team

You need a team of experts to help you navigate your growing wealth and businesses. We’ll help you build a strategic dream team that includes financial advisors, accountants, legal experts, and other specialists.

Work with the Best Experts: We’ll connect you with industry leaders who can help you maximise your financial strategy.

Leverage Expertise: Your dream team will ensure that every financial move you make is aligned with your growth goals.

Bonuses to Accelerate Your Wealth Growth

  Exclusive Wealth-Building Blueprint: A customised plan to help you grow your wealth beyond $5M while minimising tax and maximising surplus.
  90-Day Financial Freedom Fast Track: A focused 90-day plan to optimise your business cash flow and scale your investment portfolio quickly.
  Private Community & 1:1 Elite Coaching: Receive real-time support from elite coaches and access weekly live strategy sessions with other high-income business owners.

Your Investment

You can get all this for $5,000 upfront plus $350 per week for 52 weeks (including GST).

Our Guarantee

Love It or Leave It – 60-Day Confidence Guarantee

Aureus will deliver the Strategy Deliverable + Primary Value Steps and conduct a Confidence Check within 60 days of Kickoff. If Aureus has not delivered these items by day 60 for reasons within Aureus’ control, the client may elect to terminate immediately under this clause.

Ready to Gain Clarity and Build Wealth Beyond $5M?

If you’re ready to simplify the management of your businesses, optimise your cash flow, and build a strategic plan to scale your wealth, the Freedom Program is your solution.

Submit your application below to see if you qualify.

“I didn’t get into business to spend all of my time trying to understand my numbers. This is where Jackson and the team at Aureus have helped us take things to the next level. Their road mapping, advice and coaching has been invaluable to us!”

Ian Bone – Courage Training Centre | Professional MMA Fighter

“I think back to what I could have achieved if I did this sooner! Jackson has helped us create our complete financial road map, get our house in order and start making money work harder for us”

Ben Carty – Boom Build

“I think back to what I could have achieved if I did this sooner! Jackson has helped us create our complete financial road map, get our house in order and start making money work harder for us”

Ben Carty – Boom Build

“Week after week my mind has been blown. Working with Jackson and the team has exceeded my expectations in every way and I have completely changed my business and how I manage my money. The accelerator program is the best thing I have ever done!”

Simonne Lee – Life Strategist & Animal Communication

“Working with Jackson has changed our outlook on how we manage our finances. As busy professionals who run a business on the side, we had no time to focus on our personal finances. Now we have a clear plan and have just bought our first property.”

Jarrah & Jess Duckhs

“Working with Jackson has changed our outlook on how we manage our finances. As busy professionals who run a business on the side, we had no time to focus on our personal finances. Now we have a clear plan and have just bought our first property.”

Jarrah & Jess Duckhs

“This is my first business and I knew I needed help to take things to the next level. I knew Jackson had the answers and he delivered so much value”

Ronald Pratap – RP Wealth Management

“I started working with Jackson after he had been working with my family for years. He has helped me build wealth, buy my first property and we are now working on how I buy the next one. Thanks Jackson!”

Jake Broadbent

“I started working with Jackson after he had been working with my family for years. He has helped me build wealth, buy my first property and we are now working on how I buy the next one. Thanks Jackson!”

Jake Broadbent

“I have completely changed the way I approach my business and have all of my peers looking on waiting to see my next move as I am now leading the pack in my business. This has been a game changer for me and I would do it all over again no questions asked!”

Brendan Gow – Private Wealth Adviser

“Jackson is a guru in all senses of the word. I had been following him for a while online and knew he would be able to help me grow and scale my business”

Kevin Smith – Bright Spark Money

“Jackson is a guru in all senses of the word. I had been following him for a while online and knew he would be able to help me grow and scale my business”

Kevin Smith – Bright Spark Money

“Jackson has a way of simplifying money to help you get clear on the action required to achieve the goal… A complete game changer for me and my family”

Scott Gellatly- Scale My Empire

“Jackson came highly recommended from a friend of mine and after meeting him, I knew he was the guy to help me. I have now had one of my biggest months in business with many more to come.”

Shaun Ganguly – Journey Wealth

“Jackson came highly recommended from a friend of mine and after meeting him, I knew he was the guy to help me. I have now had one of my biggest months in business with many more to come.”

Shaun Ganguly – Journey Wealth

“I was new to business and didn’t know much about money and finance. Because of Jackson, I now have a successful and profitable business, have paid out our bad debts and we are now building wealth”

Marius duPreez- Swell Marketing

“I fell out of love with my business until I worked with Jackson. I now have clarity around my future growth, have a full day out of my business a week and had our two most profitable months ever!”

Ben Ricketts- Rocket Wealth Management

“I fell out of love with my business until I worked with Jackson. I now have clarity around my future growth, have a full day out of my business a week and had our two most profitable months ever!”

Ben Ricketts- Rocket Wealth Management

“I’ve been in business 20 years and this was still hugely valuable to me. I am now clear on the systems I need to exit my business in 3 years and spend more time doing what I love”

Tony Spies- Loan Market

Submit your application below, and let’s start building your financial freedom today!

About Aureus Financial

Aureus Financial is a revolutionary wealth coaching, education and strategic advice business. We specialize in working with time-poor professionals and business owners to help them define their goals, create their financial road map, understand the language of money and hold them accountable to taking action. We are here to help make life easier so you can spend more time doing what you love.

Contact Info

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information. Aureus Wealth Advisers Pty Ltd (CAR 1259968) are Authorised Representatives of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 (a subsidiary of Spark Financial Group), and AFSL 380552.
© Aureus Financial 2020. Website by Lightning Sites
Privacy Policy