Steve Sloane - Financial Adviser

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East Kew, VIC
Steve Sloane - Financial Adviser

Making finance easy for Aussies 💰
Financial Adviser ✅
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03/11/2026

One of the biggest retirement mistakes is not moving eligible super into a tax-free pension environment.

Once you meet the conditions, moving into pension phase can mean tax-free income and tax-free investment earnings, helping you make more of your retirement savings.

23/10/2026

Centrelink’s asset test thresholds have changed significantly over time. In 1997, a single homeowner could have around $125,000 in assets and still receive the full Age Pension. By 2026, that threshold is around $333,000.

Your circumstances and eligibility can change, so don’t assume you won’t qualify without checking.

P.S. If you’re approaching retirement and want to understand what Centrelink benefits you may be eligible for, send me a DM and let’s chat.

21/10/2026

Link Wealth and Levera have come a long way, but what I'm most proud of is the people we've brought together along the way.

I've been down in Launceston catching up with Daniel McCarthy and exploring opportunities to expand Link Wealth Advice alongside advice practices looking to grow with us.

Through Levera Solutions, were also continuing to help advice firms build stronger teams with the right staffing support.

Theres plenty of talent across Australia, and I think we've only scratched the surface of what's possible for the wider advice profession.

And one final takeaway from the trip? An early morning run around Launceston with Dan confirmed Ive still got a fair bit of work to do on my own fitness!

20/10/2026

My first investment property was a lemon. I bought a one-bedroom apartment in Sydney for around $300,000 and sold it six years later for $295,000. The running costs made the loss even worse.

My biggest mistake? I didn’t properly calculate rental returns, body corporate fees, or maintenance costs before buying.

Property can build wealth, but you need to run the numbers first. Capital growth, rental income, and ongoing costs all matter.

P.S. Thinking about buying an investment property? Send me a DM and let’s chat about what you should consider before taking the plunge.

16/10/2026

Six finalist nominations at the 2026 ifa Excellence Awards. What a result for the Link Wealth team!

A big congratulations to Josh Lee, Brayden Duckworth and Daniel McCarthy on their individual nominations. Very well deserved!
I also want to give the whole team a proper shout-out.

We have some seriously good people across advice, client services, operations and marketing. People who genuinely care about our clients and take pride in their work.

We've come a long way as a business, and a huge part of that comes down to the quality of people we've brought together. It's been great watching the team grow and continue to raise the standard.

A big thank you to everyone across the business. You've all played a part in getting us here, and I'm excited about where we're heading next.

Well done team!

11/10/2026

Everyone talks about cutting expenses, but sometimes saving a few dollars here and there won’t make a huge difference.

A better approach? Find extra cash. Go through your home and sell things you no longer use.

I recently did this myself and made thousands by clearing out items sitting around the house.

Platforms like Marketplace make it easy to turn unused stuff into money.

Sometimes the easiest financial win is sitting right in front of you.

P.S. If you want to improve your finances and find opportunities to make your money work harder, send me a DM and let’s chat.

04/10/2026

Many people set up their finances and then forget about them. That can become a problem over time.

First, your risk profile. Don’t become too conservative without understanding whether it still aligns with your goals and timeframe.

Second, the set and forget approach. Tax rules, contributions, and markets change, so your strategy needs regular reviews.

Third, insurance inside super. Premiums can increase significantly over time, so it’s important to review your cover and make sure it still suits your needs.

P.S. If you want to review your super, investments, and insurance strategy, send me a DM and let’s chat.

29/09/2026

More money is going into super than ever before, with compulsory contributions now at 12% of your wage.

For someone earning $100,000, that’s $12,000 a year going into super. Over time, those contributions can compound into a significant amount of wealth.

The key is knowing where your super is invested, what fees you’re paying, and whether your investment strategy matches your goals.

Don’t ignore your super. Check it, understand it, and make sure it’s working for your future.

P.S. If you want help reviewing your super and understanding whether your strategy is right for you, send me a DM and let’s chat.

15/09/2026

Is now a good time to buy foreign currency?

If you’re planning an overseas trip, it could be worth keeping an eye on exchange rates.

The Australian dollar has strengthened against currencies like the US dollar and New Zealand dollar, which means your money may go further when travelling.

Of course, exchange rates can move in either direction and no one can predict the future. But if you already know you have a trip planned, it may be worth looking at your options.

P.S. Planning a big overseas trip? Send me a DM and let’s chat about how to make sure your finances are set up properly before you go.

31/08/2026

Three days to go.

Voting for the 2026 FS Power50 closes this Thursday 3 September at 5pm.

I said a couple of weeks ago that the part I was most pleased about was having Josh Lee - Financial Adviser , Fei Kong - Financial Adviser and Billy Norman - Financial Adviser shortlisted alongside me. That still stands.

If you are going to vote, I would love to see all four of us get your support. You can vote for more than one adviser, so there is no need to choose.

https://www.financialstandard.com.au/fspower50

To everyone who has already voted, thank you. It genuinely means a lot.

Address

714-716 High Street, Kew East
East Kew, VIC
3102

Website

https://www.linkwealth.com.au/steve-sloane-link?utm_source=facebook&utm_medium=social&utm_campaign=steve-sloane&utm_cont

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