Stephen Sloane
Founder & Director
MAppFin (FP), B.Bus, Grad Dip CA
The heart of Link Wealth is Steve Sloane and he is certainly not some "sit-back-and-watch" kind of director.
Steve is all hands on deck when it comes to his clients and makes sure that no matter who you come into contact with from his team, the experience will always mirror the same one he would give to you himself.
The advice team at Link are a mix of handpicked advisers who share the same value that financial advice shouldn't be over complicated and boring, as well as advisers that have been personally mentored by our senior advisers and have graduated through our Link Wealth Adviser Academy program.
He wholeheartedly believes that knowledge is power when it comes to money and that there is no cookie-cutter approach when it comes to financial advice — so rest assured that your plan has been fully customised to your situation and goals.
But more than that, every single question you have will be answered and he is committed to making sure that you fully understand how each step of your plan links to you reaching those goals of yours.
Although a successful director, he is also a dedicated father and husband — so he fully understands how time-poor we can all be!
But if you are reading this, then you know that it's high time that you blow the dust off your finances so you can reach those goals faster!
WHAT DO YOU NEED HELP WITH?
✓ Increasing cash flow
✓ Creating passive income
✓ Growing your personal balance sheet
✓ Reducing tax
✓ Estate Planning and asset protection
✓ Self-Managed Superannuation
WHAT I OFFER
✓ End to end financial advice
✓ Set up, execute and support of your financial matters
✓ SMSFs, tailored investments, tax.
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 Steve
Web:
www.linkwealth.com.au
This is what people say about Stephen Sloane’s services
“Steve and the team at Link have been instrumental in steering our investments, insurance and finance needs over many years.
Fantastic service and great bloke.
Highly recommend to anyone.”
Mark Nathan
Founder of Neoscape, Melbourne
“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, VIC
“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.”
Matt Owens
Quantium, Sydney
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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