Jackson Millan

Aureus Financial

Gold
15 Yrs Experience
Sydney, NSW 2000
Jackson, also known as The Wealth Mentor, has spent the last 13 years shaking up the wealth industry and proving what a real wealth coach and strategic adviser should do. Having crafted his own ‘Values Based Advice’ model, Jackson has worked to shift control back into the hands of the people when it comes to working towards achieving financial freedom. Jackson is an International best selling author achieving best seller status in 8 countries across 15 categories and has personally coached over 1,000 clients towards their goals to set them on the path for financial freedom. Jackson and his team at Aureus Financial aim to revolutionize the wealth industry and change the lives of thousands more over the years ahead. * 11 Years Financial Planning experience * Wealth Mentor and Coach * International best selling author in 8 countries * Creator of the 'Value Based Advice' model * Competitor in Brazilian Jiu Jitsu * Winner of 2016 Adviser of the Year * Winner of 2016 and 2017 Wealth Branch of the Year * Winner of 2016 Overall Branch of the Year * Winner of 2017 NSW Branch of the Year * Finalist of 2017 Customer Service Business of the Year * Finalist of 2017 Multi-Service Business of the Year * Finalist of 2018 Thought Leader of the Year * Finalist of 2018 Entrepreneur of the Year

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

The world of financial services can be complicated and understanding the value of advice in exchange for the fee you pay is of utmost importance. Our proprietary 'Value Based Advice' model aims to simplify the advice process to ensure that we are able to illustrate the outcomes you will expect to achieve as a result of working with us. We believe that all people deserve the best advice and as such, our process aims to take a tailored approach to each persons unique financial and lifestyle needs. Meeting with us you can expect; 1) We will provide you with a complimentary discovery session where we will deep dive into your current situation, help you map out your goals and identify where we can assist you. 2) If we believe there is scope for us to help we will ask you to complete some action items along with conducting some research on your behalf around the complexities of your situation. 3) We will meet again to present to you a comprehensive strategy outline which will illustrate how we can work together, the outcomes you can expect and the fees associated with our advice and mentorship 4) We will work with you for as long as it takes to achieve the outcomes that matter most to you and provide you with support and guidance from our expert advice team Finally, we believe in our approach so much that we offer our advice clients a money-back guarantee to ensure that we are able to give you complete peace of mind and certainty around the value we can create for you.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 13
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Aureus Financial

Level 8, 261 George Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 7:00pm Monday – Friday

Licensed by

Axies Pty. Ltd.

AFSL 339384

4.95
13 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"Jackson has been great. He listened to mine and my wifes goals and understood our priorities in life. He then focused on my business to work out the best way to achieve maximum profits which will then be structured to assist us with our personal goals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I think Jackson's key strength is that he really listens to us to better understand our circumstances and goals. He then patiently guides us through the options to arrive at solutions that work extremely well."

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jackson has being amazing in giving us advise in a range of areas and given us a of of advise around investing and the way to move forward to create wealth not only now but for our future. We thanks Jackson and his team and would recommend anyone looking for a friendly and knowledgeable adviser."

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jackson has a way of taking the mundane, scary and often confusing world of finance and turning it into something that anyone can understand. Jackson will give you clarity, motivation, attention, and the tools to attack your finances head on in order to get you to the place you want to be. I feel very confident that Jackson's knowledge and experience would be a great asset to anyone looking to engage the services of a financial adviser. Jackson is the man to see if you're looking for help and advice to grow your new business."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"The journey has just begun with Jackson, but I am excited for what the future is bringing. I've got a new view of the future and it is looking bright. I feel confident that I am getting a plan in place that will deliver the actions and outcomes that I want in my life. At every step, Jackson, has been honest, upfront and encouraging. Right now we're working on planning for the future I want and for me, this is starting with my business. The business is 5 years old has great foundations and a promising outlook. Jackson is delivering the tools and advice to scale the business into the future and ensure sustainability and profit to help me achieve my goals."

  • Cashflow & Income
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jackson breaks down the complex into very simple structures and explanations. He made me excited to run a business again, I now see business as a game where we can fit the right pieces into it to work for me, rather than me work for it. Jackson helped take me away from running around in circles, stop, see the Birdseye view and work towards my goal with real navigation. After automating cashflow structure and identifying our true market and USP’s our marketing has been much more effective and sales have taken a nice uptick. I could talk all day but I couldn’t thank Jackson and the team enough, thanks guys I look forward to our next session."

  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'I've been working with Jackson and the Aureus team for almost 12 months now, and I can honestly say it's the best 'money decision' I have ever made. Aside from the usual goals, plans and objectives that you would expect a good advisor to cover off, the Aureus team act as genuine partners in all aspects of wealth management. If I have a question, no matter how simple, complicated or ridiculous (Bitcoin, anyone?), they always come back quickly with a measured response and valuable insights that help educate and assure me around my financial situation and future plans. Being able to rely on Jackson and Aureus to watch the changing markets, deal with banks and solicitors, provide the best advice and do it all in a relaxed and confident manner provides me with a real sense of calm. I would not hesitate to recommend Aureus to anyone.'"

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Love working with Jackson, always get the advice need and in a prompt manner. Jackson and the team have been able to help setup up my short and long-term investment strategy that's seeing my wealth grow by the day. Thanks, mate"

  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since being a client of Jackson’s and the team at Aureus Financial, I finally feel confident and in control of our financial future. We were not in the best position when we started with them, cashflow was lumpy at best and we were inadequately insured with no will in place. Things were all over place. Jackson and the team took it all on board over delivering to help us get through this difficult time. We are in for the long term with Jackson and I highly recommend working with him."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"What sets Jackson apart is his proactive attitude (he is not a reactive advisor), as he continually brings ideas or makes introductions which he thinks will add value to achieve your goals. He breaks things down and puts a plan in place to make sure you head in the right direction without being overwhelmed. Highly recommended."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Estate Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Investment Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
TAFE Higher Education NSW
Completed
2009

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (DFP 8) (Financial Plan Construction and Review)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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