In this first episode of 2024, I get the chance to talk with Jackson Millan, The Wealth Coach, who shares valuable insights on achieving financial freedom. Raised by hard working parents who struggled financially, Jackson developed a deep understanding of the wealth gap. He advocates for a holistic approach to financial planning, emphasizing the importance of education and empowerment in managing personal finances.

Jackson introduces the '20 Year Roadmap,' a strategic framework that balances financial goals with lifestyle aspirations. He highlights the crucial role of mindset in financial success and encourages a diversified investment approach, focusing on businesses, property, and shares.

Additionally, Jackson discusses the challenges of generational wealth transfer, stressing the need to educate the next generation in responsible wealth stewardship. His approach to financial coaching centers on empowering individuals to take control of their financial futures through informed decision-making and strategic planning.

Let’s go inside!

About the Guest:

Jackson Millan, known as "The Wealth Mentor," is a dynamic figure in the financial advisory world. As the Co-Founder and CEO of Aureus Financial, he has dedicated his career since October 2017 to helping coaches, consultants, advisers, and agency owners in Sydney, Australia, scale their businesses for enhanced profit, freedom, and personal wealth. Under his leadership, Aureus Financial specializes in resolving cashflow challenges for service-based businesses, transforming business profits into personal wealth. Jackson's innovative approach focuses on a simple, sustainable, and scalable framework, guiding business owners towards financial freedom. His mission is to revolutionize wealth education in Australia, providing clients with a team of trusted professionals. Jackson's philosophy is grounded in three key principles: simplicity, sustainability, and scalability. His commitment is to empower individuals to take control of their wealth, creating meaningful change in their lives and the community.

Connect with Jackson Millan:

• The Wealth Mentor website: https://www.wealth-mentor.com.au/
• LinkedIn: https://www.linkedin.com/in/jackson-millan-the-wealth-mentor/

Resource Links:

• Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property  (https://www.investorsedge.com.au/invest-in-perth-property/)
• Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors)
• Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join)
• For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/)
• For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/)

Episode Highlights:

1. Intro [00:00]
2. Financial Education and Wealth Gap [01:49]
3. Goal Setting and Planning for Long-term Success [08:44]
4. Balancing Wealth and Personal Life [12:08]
5. Investment Strategies for Passive Income [17:17]
6. Wealth Creation, Mindset, and Automation [19:28]
7. Financial Freedom and Overcoming Biases [24:13]
8. Financial Progress and Wealth Creation [26:54]
9. Wealth, Family, and Passing on Values to the Next Generation [31:44]
10. Wealth Coaching and Financial Planning [34:01]
11. Outro [40:10]

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