Jackson Millan - The Wealth Mentor has spent the last 15 years helping service businesses understand the language of money and manufacture financial freedom for themselves and their families.
He has successfully helped over 1,000 clients build in excess of $2 billion in combined wealth and has scaled multiple 7 figure businesses. He is a master of helping business owners make money work for them and turn their business profit into personal wealth.
Jackson is a 2 x International Best Selling Author of 'Enjoy The Journey: Creating Wealth & Living The Life You Desire' and 'Secrets To Scaling A 7 Figure Lifestyle Business'. His books have been read by tens of thousands and has topped best seller lists in 10+ countries across 20 categories.
- 15 Years Financial Planning & Wealth Strategy experience
- Wealth Mentor and Coach To 6, 7 and 8 Figure Business Owners
- International best-selling author
- Creator of the 'Value Based Advice' model, 'The Wealth Mastery Machine' and 'The Lifestyle Business Plan' System
- Small Business Wealth & Profit Expert
- 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
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.
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.
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.
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.
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.
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.
- Adviser status Bronze
- Number of reviews 13
- First year providing advice 2007
- Years of experience 16
- Advanced Diploma of Financial Services (Financial Planning)
Aureus FinancialSuite 114, 20 Dale St
Brookvale, NSW 2100
- 9:00am – 7:00pm Monday – Friday
Spark Advisors Australia