Home  /  About

Joshua Lee

Director & Adviser

Mstr FP, B.Bus, AdvDip FP

Hi, I’m Josh.

I help families decode the language of money so they can make the right moves to create intergenerational wealth for decades to come.

I became a director at Link Wealth Group in August 2021 after working my way up from financial adviser to advice manager, and now part owner and director of the business.

I live a very busy lifestyle, and every day begins early with my regular gym workout. In my spare time, I can be found trying to find my ball on the golf course and I also enjoy a nice glass of whiskey, or two!

I’d love to invite you to work with me to leverage your financial position so you have a clear path to financial freedom for both yourself and your family.

DO YOU FEEL OVERWHELMED BY YOUR FINANCES?
ARE YOU LOOKING FOR A CLEAR PATH TO WEALTH CREATION?

As a high-earning professional or successful business owner, you’re likely run off your feet with the day-to-day, leaving little to no time to manage your finances and make the all-important plans for your financial future. You find yourself overwhelmed trying to balance your personal and work life, having no clear path for the future.

You have a stack of goals and desires both personally and professionally, but you’re not sure where to start and what areas you should work on now to make sure you achieve your long-term personal and financial goals.

WHAT DO YOU NEED HELP WITH?

Superannuation

Investments

Personal protection

Cash Flow management

Budgeting

Tax minimisation

Asset protection & structuring

Self-Managed Superannuation

Retirement planning

Estate planning

Centrelink

WHAT I OFFER

A clear financial plan to address and achieve both your short & long term goals

Ongoing assistance to hold you accountable to make sure you meet your milestones

Peace of mind knowing you’re on track with your goals, allowing you to focus on what’s important to you

HOW TO GET IN TOUCH

Drop me an email or book straight into my calendar for a 15-minute clarity call so we can chat about what you need and how we can help.

Previous Member
Stephen Sloane
Next Member
Billy Norman
Menu