Professional Financial Planning Made Simple

Transform your financial future with expert guidance and personalised strategies designed for Australian investors and families

Financial planning involves risk and individual results may vary based on personal circumstances

Our Financial Planning Services

Personal Financial Reviews

Comprehensive analysis of your current financial position with detailed recommendations for improvement and growth strategies tailored to your unique circumstances

Book Review

Retirement Planning Strategies

Expert guidance on superannuation optimization, retirement income streams, and long-term wealth preservation strategies to secure your financial future

Plan Retirement

Tax Optimization Consulting

Strategic tax planning services to help minimise your tax liability while maximising your wealth accumulation through legitimate tax-efficient structures

Optimize Taxes

Meet Our Expert Team

Professional headshot of Sarah Mitchell, Senior Financial Planner

Sarah Mitchell

Senior Financial Planner

Professional headshot of James Robertson, Tax Strategy Consultant

James Robertson

Tax Strategy Consultant

Professional headshot of Emma Chen, Retirement Planning Specialist

Emma Chen

Retirement Planning Specialist

Professional headshot of Michael Thompson, Client Relations Manager

Michael Thompson

Client Relations Manager

Why Choose Our Planning Services

Features Aureliandros Traditional Advisors DIY Platforms
Monthly consultation sessions
Personalised strategy development
Ongoing support and reviews
Australian tax optimization

Benefits of Professional Financial Planning

Personalized Strategy Development

Every financial plan is uniquely crafted to align with your specific goals, risk tolerance, and life circumstances for optimal results

Expert Market Analysis

Access professional market insights and economic analysis to make informed decisions about your financial future and resource allocation

Tax-Efficient Planning

Optimize your tax position through strategic planning that maximizes your after-tax returns while remaining fully compliant with Australian regulations

Regular Progress Reviews

Monthly check-ins ensure your financial plan stays on track and adapts to changing circumstances or market conditions effectively

Comprehensive Risk Assessment

Thorough evaluation of potential risks to your financial security with appropriate strategies to protect and preserve your wealth

Retirement Readiness Planning

Strategic preparation for retirement including superannuation optimization and income stream planning for long-term financial security

How Our Planning Process Works

1

Initial Consultation

We begin with a comprehensive review of your current financial situation, goals, and preferences to understand your unique needs and circumstances

2

Strategy Development

Our experts create a tailored financial plan incorporating tax strategies, risk management, and growth opportunities specific to your objectives

3

Implementation Support

We guide you through implementing your financial plan with practical steps and ongoing support to ensure successful execution

4

Regular Reviews

Monthly consultations keep your plan current and effective, adapting strategies as your life circumstances and market conditions evolve

Our Company Journey

2018

Company Foundation

Established Aureliandros as a specialized financial planning consultancy focused on serving Australian individuals and families

2020

Service Expansion

Expanded our service offerings to include comprehensive retirement planning and tax optimization strategies for our growing client base

2022

Digital Integration

Launched our digital consultation platform enabling seamless remote planning sessions and document sharing for enhanced client experience

2025

Milestone Achievement

Reached over 3871 satisfied clients with 181 completed comprehensive financial plans, establishing ourselves as trusted planning specialists

Our Professional Partners

Working with trusted institutions and platforms

Commonwealth Bank

Westpac Banking

ANZ Australia

Macquarie Group

AMP Limited

Colonial First State

BT Financial Group

MLC Limited