Link Wealth Group

Today, Josh Lee, Director of Link Wealth Group, joined a lineup of speakers at the AMP Peer Group Session in Melbourne. 🌟 Josh shared our story of building Link Wealth Group's social media from the ground up, going from 0 to over 140,000 followers across 30+ accounts. Now, it’s more than just numbers, it’s a community that drives our growth, bringing in the majority of our new clients. Alongside other inspiring speakers, Josh gave a behind-the-scenes look at how we make social media work for us. By focusing providing helpful insights and focusing on real conversations, we’re able to connect with people in a way that is genuine and impactful. Huge thanks to Mark Ballantyne over at AMP for organising this session and bringing together so many great minds in the industry! #AMP #marketing #financialadvice #LinkWealthGroup #businessgrowth #business

We had the honour and pleasure of sponsoring and attending the Rotary Hawthorn 's 'Lift the Lid on Mental Illness' Lunch. It was a fantastic turnout and inspiring to hear Craig Tiley from Tennis Australia speak all while raising money for Australian Rotary Health. #fundraising #givingback #LinkLove

Are you protecting your wealth the right way? 💸 Understanding the right tax structure is vital for protecting your wealth, especially in Australia’s complex tax landscape. Whether you’re buying property or building assets, the right approach can make all the difference. Don’t leave it to chance, watch the full episode for a deep dive into tax structures and how to safeguard your money!  Winner's Playbook, Episode 43: Individual or Company? Tax Structure Deep Dive🔽 https://lnkd.in/gHwXf9Bx General advice disclaimer: The information contained within this post is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. #TheWinner'sPlaybook #LinkWealthGroup #financialadvice #taxstructure #ausfinance

Want to master your investments? In this episode, I share my journey from individual investing to navigating SMSFs and smart structures. Discover when to fund, how to balance your strategies, and the lessons we've learned along the way! 👉 Hit play and unlock the secrets to effective investing!  Winner's Playbook, Episode 43: Individual or Company?  —Tax Structure Deep Dive🔽 https://lnkd.in/gHwXf9Bx General advice disclaimer: The information contained within this post is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. #TheWinner'sPlaybook #LinkWealthGroup #financialadvice #taxstructure  #ausfinance

We’re Hiring! Senior Tax Accountant with Partnership Opportunity 🚀 Have you been thinking of starting your own accounting practice but don’t want the stress of building everything from scratch? If you’re an experienced accountant and ready for a bigger challenge, this role could be a game-changer for you. You’ll have the chance to help grow and shape our accounting division while working closely with our financial planning team. But here’s the real kicker, there’s an opportunity for equity and to become a partner in the business. This role gives you all the benefits of ownership, without the headache of finding clients or worrying about where your next lead will come from. We’ve got a steady stream of client referrals ready for you to hit the ground running. If you're ready to take the next step in your career and make a real impact, we’d love to hear from you. Interested? Click here to learn more and apply:

We’re Hiring! Senior Tax Accountant with Partnership Opportunity 🚀 Have you been thinking of starting your own accounting practice but don’t want the stress of building everything from scratch? If you’re an experienced accountant and ready for a bigger challenge, this role could be a game-changer for you. You’ll have the chance to help grow and shape our accounting division while working closely with our financial planning team. But here’s the real kicker, there’s an opportunity for equity and to become a partner in the business. This role gives you all the benefits of ownership, without the headache of finding clients or worrying about where your next lead will come from. We’ve got a steady stream of client referrals ready for you to hit the ground running. If you're ready to take the next step in your career and make a real impact, we’d love to hear from you. Interested? Click here to learn more and apply:

We’re Hiring! Senior Tax Accountant with Partnership Opportunity 🚀 Have you been thinking of starting your own accounting practice but don’t want the stress of building everything from scratch? If you’re an experienced accountant and ready for a bigger challenge, this role could be a game-changer for you. You’ll have the chance to help grow and shape our accounting division while working closely with our financial planning team. But here’s the real kicker, there’s an opportunity for equity and to become a partner in the business. This role gives you all the benefits of ownership, without the headache of finding clients or worrying about where your next lead will come from. We’ve got a steady stream of client referrals ready for you to hit the ground running. If you're ready to take the next step in your career and make a real impact, we’d love to hear from you. Interested? Click here to learn more and apply:

We’re excited to share some great news with you! 🎉 Link Wealth Group has been named a finalist in the ifa Excellence Awards 2024 in two categories: Business Outcome Leader of the Year – This group award recognises the hard work of our entire team, led by Managing Director Steve Sloane & Director Josh Lee. Innovator of the Year – A special shoutout to Fei Kong CFP® for being shortlisted in this individual category. These nominations are a testament to the hard work, passion and commitment our team brings every single day. A big congratulations to all the other finalists! Fingers crossed for the big day, but for now, we’re just celebrating the journey! 🙌 #IFAawards2024 #financialplanning #awards #success #financialadvice #finance

Are you a small business owner thinking of setting up as a sole trader? I see it happen too often and it can lead to many issues down the line. Watch the full episode to find out why! Winner's Playbook, Episode 41 — Family Trust Deep Dive 🔽 https://lnkd.in/gHwXf9Bx General advice disclaimer: The information contained within this post is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. #TheWinner'sPlaybook #LinkWealthGroup #FamilyTrust

Thinking about taking control of your super with a Self-Managed Super Fund (SMSF)? In EP 6 of The Broker’s Lounge, Eddie and Carlo break down what SMSFs are all about, without the jargon. They cover the basics, share some real-life examples and help you figure out if managing your own super is the right move for you. Whether you’re just curious or ready to take the leap, this episode has all the info you need to make an informed decision. 🎧 Listen in here: https://lnkd.in/gaEc7Vm4 #SMSF #financialfreedom #superannuation #TheBrokersLounge #podcast #selfmanagedsuper