Your Lifetime Wealth Partner
Financial planning is not a one-time event, but an ongoing journey. It’s about making thoughtful, well-informed decisions that are consistently applied to help you achieve your goals. As your life and circumstances change, your financial plan adapts with you, ensuring it always reflects what matters most to you.
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
We have happy, Satisfied Clients
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We can Assist you with
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.
Investlink Group at a Glance
Years providing life-changing advice
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Qualified Advisers
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Valued clients
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Funds and Assets Under Management
$
200
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Friendly Staff Members
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Years of Collective Experience
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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.
Our commitment to your financial success
Discover how Investlink Group is here to guide you through every step of your financial journey with personalised solutions and expert advice.
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What our clients say
What our clients are saying on Google
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