Meet jOSHUA
Advice that looks at the whole picture and puts your interests first
A lot of people come to Joshua feeling stressed or unsure about money. He understands that and sees his role as working through it with you, rather than simply handing over a plan and leaving you to figure out the rest. He works closely with each client so they feel supported throughout the process.
Joshua holds a Bachelor of Accounting and Finance, a Master’s degree and is a CFA (Chartered Financial Analyst). After completing his Professional Year at Link Wealth, he takes a holistic view of each client’s situation to make sure nothing important is overlooked.
For Joshua, good advice comes down to honesty, doing right by people and always putting the client’s interests first. As a practising Christian, those values shape the way he works and the relationships he builds with clients.
Away from the office, Joshua enjoys spending time with family and being involved with his church.
