Book a chat

ABOUT INVESTLINK GROUP

We are the specialists.

Book a Chat Now !

Why should you work with us? We will give you the education and guidance to help you manage your money and secure your future.

We have the experience, industry knowledge and commitment to work closely with you to help you achieve your short and long term financial goals, whether it’s buying a home, saving for your children’s education, investing, managing debts or planning for retirement.

In complex areas, we strive to simplify issues and establish wealth management solutions for families, individuals, and businesses by:

  • Making informed decisions about your money and how it can be used in your best interests
  • Developing a strategic financial plan covering all aspects of your financial wellbeing, from wealth creation to wealth protection.
  • Choosing products that meet your specific needs.
  • Reviewing your financial situation on a regular basis and revising your financial plan as necessary.

We are commited.

  • We provide tailored financial solutions for our clients.
  • We always act in the best interests of our clients.
  • We offer our clients a personal, long term relationship and strive to achieve excellence in our service.
  • We regularly ensure our clients are on track to achieve their financial goals and objectives.
  • Our doors, emails and phone lines are always open.
Our Process

Our 7-step financial process is outlined below.

Step 1
Discovery

We have an initial consultation that allows us to find out about each other. This can be done face-to-face or online.

Step 1
Step 2
Gather Data

We collect all the personal and financial information we need from you in a private and confidential document called the Fact Find.

Step 2
Step 3
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.

Step 3
Step 4
Financial Plan

We research, strategise and develop a financial plan for you, presented in a written document called the Statement of Advice.

Step 4
Step 5
Presentation

We present our recommendations to you, and make sure you understand and agree to the recommendations.

Step 5
Step 6
Implementation

We implement the agreed upon recommendations.

Step 6
Step 7
Review & Support

We will periodically review your goals, financial situation and needs, and make changes to your financial plan as necessary.

Step 7

Current regulations require that any personal advice must be appropriate to your circumstances. While you have the right not to disclose personal information, you need to be mindful that any advice you receive may not be appropriate to your individual needs and financial situation.

Click here to view the details of our 7-step financial process

Our 7-step financial process is outlined below.

Step 1
Discovery

We have an initial consultation that allows us to find out about each other. This can be done face-to-face or online.

Step 1
Step 2
Gather Data

We collect all the personal and financial information we need from you in a private and confidential document called the Fact Find.

Step 2
Step 3
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.

Step 3
Step 4
Financial Plan

We research, strategise and develop a financial plan for you, presented in a written document called the Statement of Advice.

Step 4
Step 5
Presentation

We present our recommendations to you, and make sure you understand and agree to the recommendations.

Step 5
Step 6
Implementation

We implement the agreed upon recommendations.

Step 6
Step 7
Review & Support

We will periodically review your goals, financial situation and needs, and make changes to your financial plan as necessary.

Step 7

OUR APPROACH

Why Choose Investlink Group?

We provide you with the education you need to clearly understand your financial strategies.

You are Unique

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage if life, throughout all the challenges and victories.

If you would like to discuss how one of the financial advisors at Investlink Group can assist you with your wealth creation goals, please book a chat.

Book a Chat Now !

Complimentary 15 Minute Chat

Please provide a few details so we can get to know what you would like to achieve when you speak to a Investlink Group Adviser.

Service: Tick all that apply
Your age range
Best time for us to call you