In this episode of the Socius Podcast, we chat with Jim Fairhall-Dickie, Head of Wealth at Aureus Financial, about the challenges and strategies small to medium businesses face in creating wealth, time, and profit. With over 20 years of experience in financial advice, Jim shares his journey from receptionist to business leader. He discusses the importance of financial planning, managing money, and reverse-engineering goals to drive business growth.

Jim also emphasises the value of coaching and education in helping clients build a strategic financial framework. He shares his philosophy of making himself redundant by empowering clients to take control of their finances. We dive into succession planning, the passing down of wealth, and the mindset required for long-term financial success in business.

Join us for an insightful conversation on leadership, financial planning, and ensuring sustainable success for businesses and families.

Connect with Jim

Aureus Financial: https://www.aureusfinancial.com.au/

Business Owner Resources: https://www.wealthhealthcheck.com.au/2025-plus-bonus

Financial Freedom Secret Show – The Aureus Financial Podcast: https://podcasts.apple.com/au/podcast/financial-freedom-secrets-show-the-aureus-financial/id1333453302

 

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