21+ Years of Commitment to You
Funds and Assets Under Management
$
200
M+
Valued clients
0
+
Friendly Staff Members
1
+
Years of Collective Experience
0
+
Money can feel confusing.
Not because it’s complicated, but because no one’s ever made it clear. A financial plan is about more than just money. It’s the sense of confidence and excitement about what’s ahead of you. It’s living your life freely while having your money under your control. That is your legacy.
We provide clear, trustworthy financial advice that simplifies complexity, empowers your decisions, and aligns with your life goals.
We partner with you to build a secure financial future - one step at a time.
What we do
What Our Clients Say
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Areas We Can Help
Wealth Creation
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Not sure where to start? Start here.
Simple tools and insights to help you take the first step.
Start here: Free Financial Health Check
Get a clear picture of where you stand and what to focus on next.
Do you know what type of investor you are?
Answer a few simple questions to better understand your comfort with risk and investing.
Financial Checklist
for Parents
A practical checklist to help new and growing families review their financial foundations.
Financial Calculators
Estimate savings, retirement goals, insurance needs and more using our free calculators
Learn at your own pace.
Explore practical articles and insights to help you make more informed financial decisions.
The Advice Room Podcast
Listen to real discussions, practical tips and insights from experienced financial advisers.
Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery
We have an initial consultation that allows us to find out about each other. This can be done face-to-face or online.
Gather Data
We collect all the personal and financial information we need from you in a private and confidential document called the Fact Find.
Your Financial Position
We help you identify your current financial position and goals. This is generally done at the same time as the Fact Find.
Financial Plan
We research, strategise and develop a financial plan for you, presented in a written document called the Statement of Advice.
Presentation
We present our recommendations to you, and make sure you understand and agree to the recommendations.
Implementation
We implement the agreed upon recommendations.
Review & Support
We will periodically review your goals, financial situation and needs, and make changes to your financial plan as necessary.
Your local financial partners
At Investlink Group we pride ourselves on our high level of professionalism and personalised customer service. Dealings with our clients are focused on integrity, honesty, and loyalty.
Our aim is to help you achieve financial success and peace of mind by providing you with a financial strategy that is unique to your needs, goals and objectives. We strive to manage and protect your wealth over the long term, while dealing with your day-to-day financial needs.
Who are we?
We develop tailored step-by-step financial strategies and help
you make informed decisions about your money. Clarity over jargon.
The Latest from our Financial Library
How to maximise the impact of your inheritance
Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth…
Record SMSF growth driven by digital access
Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist 48,500 new SMSFs were established…
Six ways Gen X can build retirement savings
Making the most of your peak earning years Many Gen X Australians are now in their peak earning years and…
Tips and tricks for cutting costs
Discounts, offers and rewards programs Cost of living is impacting people across Australia, with everything from interest rates to the…
Perspective, not policy, drives long-term investment success
In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital…
Understanding concessional and non-concessional contributions
Understand which contributions are before-tax or after-tax and how super and tax rules apply to them. Tax and restrictions on…
What our clients say
What our clients are saying on Google
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