Joshua Lee
Director & Financial Adviser
Mstr FP, B.Bus, AdvDip FP
From the first time you hear Josh speak, you can tell that this guy just has a deep passion for finance and for helping people.
You may feel like you don't have a handle on your finances now but Josh believes that anyone can change that if you are determined enough — and he'll show you exactly how.
Once a concreter, and now a director of Link Wealth Group before the age of 30 — he has seen what a little bit of hard work and bit of financial knowledge can do.
Now he is sharing it with every client that comes across him, both in person and online.
Consistency is something he preaches. From investing, to his 4:30am gym routine, to even learning his way around the golf course — once he is locked in, he's locked in! And that consistency has paid off time and time again which is exactly what he wants to instil in his clients and their money.
You can catch Josh on TikTok (@joshleefinadv) where he absolutely loves to share little bits of his finance knowledge in a way that is simple to understand and if you have any questions whilst you binge his videos, feel free to leave a comment!
If you are someone who wants to work with someone who is just as determined as you are to hit those financial milestones and have you prepared for the future, then set up your 15 minute clarity call with Josh below.
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.
Phone: Book a 15-min Call with Josh
Web:
www.linkwealth.com.au
This is what people say about Joshua Lee’s services
“Joshua helped us to re-organization our family investments and superannuation funds during a period of transition. He did a great job. He listened carefully to what we wanted and presented clear and easily understood choices followed by a plan for our consideration. Importantly, our agreed plan was later implemented with little fuss and lots of visibility. Easy to work with.”
Bill Kondos
Head of Operations,
SecureWorx Pty Ltd, Melbourne
“Josh provides comprehensive and proactive advice to maximise our returns. He is very knowledgeable and available any time. Most importantly, Josh is trustworthy and an absolute pleasure to deal with.”
Craig Geddes
Partner at Dench McClean Carlson, Melbourne
“Josh has been an enormous help in setting up personal insurances and wealth creation strategies. He provides us with all the details and copies of all documentation and is always prompt in contacting us for our annual review and is always flexible in time and dates.”
Craig Wootton
Head of Sales at Buhler AG Australia, Melbourne
Disclaimer: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Link Wealth Group ABN 98 157 712 055 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.
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