Jackson Millan

Aureus Financial

Bronze
17 Yrs Experience
Brookvale, NSW 2100

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

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Property Investment
  • Small Business Advice
  • 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 Bronze
  • Rating 4.96
  • Number of reviews 13
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Aureus Financial

Suite 114, 20 Dale St
Brookvale, NSW 2100

Opening hours

  • 9:00am – 7:00pm Monday – Friday

Licensed by

Spark Advisors Australia

AFSL 380552