Stephen Sloane is very knowledgeable in finances and provides unbiased and easy to understand financial advice
Boris Garber
Hi from the Link Wealth team.
We work with business owners and busy professionals to reduce debt and taxes, create wealth through passive income streams, and free up time so they can focus on what’s most important to them.
Most businesses have no strategic plan for their money, and most professionals have no plan for managing their income — which quickly results in either no cash, a lack of efficiency, or both.
We specialise in helping Aussie business owners, professionals, and families get their finances sorted. We know you’re busy, stressed, low on time — we get it!
We know you’re looking for a simple, easy-to-understand and well-executed strategy for your money that you don’t have the time or expertise to put together on your own.
You’re looking for a financial adviser that not only wants you to succeed but works very hard to help you put together a clear financial road map and holds you accountable to reaching those milestones along the way.
You want a financial adviser that is ethical, responsible and well-educated – but one that can also speak your language. No financial jargon thanks!
Are you ready to get started?
Client Testimonials
Went to Link Wealth for me and my partners Home Loan, was the best decision i could make. Paul Truong was our Financial Adviser, he went above and beyond what we could of expected. Having dealt with 2 other brokers, Paul gave us piece of mind, working with us, he communicated everything about the process and stages our Home Loan was at. Even at the worst of times, Paul managed to look for alternatives to accommodate our needs. Highly recommend Link Wealth and Paul Truong. A++
John Harb
Thank you Fei and Link Wealth Group team for the great result! I used to be really hesitated to speak with financial planners, however Fei and the team make me feel like they really care about their clients and they have my interests on top of anything else, I have also learned from Fei that financial planning is not just for the rich, anyone can benefits from a good financial plan, it saves your money! I would like to recommend Fei and Link Wealth Group to everyone!
Shuai Wang
I have been a client of Link Wealth for almost 10 years and have always been pleased with their service. My wealth is by no means great but Josh treats me with respect, and professional kindness. The results have always been positive. I will certainly continue with Link Wealth.
Liz Charles
I came to Link Wealth Group with a lot of personal change, family, career, income, investment properties etc… had all changed in the last 2 years. I had a review done of my Super, Personal Insurance and Life Cover etc… with a Financial Advisor – Matthew Roach. He made everything really clear to me, easy to understand and gave me a plan to help me to improve my current sittuation, but also set me up for the future. I think the recommendations for my Super in particular, were a great help. I would recommend Matthew and the team to anyone. Thanks!
David Pocock
Billy has been a breath of fresh air! Someone we can speak honestly and openly with. A very knowledgeable individual who has had our best interests at heart during our journey with him. I would highly recommend Billy to anyone who needs someone they can trust in this space.
William Sederino
Stephen Sloane and the team at Linkwealth managed my mortgage broking, produced a practical advice document for my long term financial goals and also manages my annual tax return. Trustworthy, sensitive and intuitive are words I would use to describe their attitude and conduct. The ‘Quality Street’ of financial planners. During the coranvirus pandemic everything was conducted online in an efficient and cordial manner. Having a large team is very supportive and their industry knowledge made me feel very assured. Cannot recommend them highly enough.
Pete Shields
“Steve has been my Financial Advisor for about 4 years and has been of significant importance to myself and family in transitioning from small business owner into retirement.
The support he and his team at Link Wealth have provided in managing my superannuation has been invaluable.
Steve has a deep understanding of superannuation, financial markets and taxation so that he can provide portfolio advise that suits your particular risk profile.”
John Sword
Bennettswood, Victoria
“I have been a client of Steve’s for many years now during which period he has consistently gone above and beyond what is great service.
Steve is very skilled in boiling down complex financial structures with clear options that are easy to understand and that are well researched.
I highly recommend Steve and the financial services offered by Link Wealth Group, they have been fantastic.”
Matt Owens
Position