Josh Lee - Financial Adviser

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Josh Lee - Financial Adviser Aussie Financial Adviser spreading financial literacy,
one video at a time! Book a FREE 15-minute chat below 👇

https://ap1.hubs.ly/y0nB8H0 Sound good?

Do you have big life goals? Do they feel slightly out of reach right now? Have you made small moves towards your goals? but you are ready for the big swings now. If you really want to reach your goals, both long and short term...

You need an actionable plan. A plan to help you make bigger moves towards your goal. If you've got the goals, determination and commitment...

I've got the plan for you. (Minus the jargon and confusing stuff.) Here's the next steps:

→ Book your free 15-minute call with me
🗓 https://www.linkwealth.com.au/josh-lee-link

→ Sign up and get the free Training
🌐 https://www.linkwealth.com.au/get-the-training

→ Binge watch my TikTok ()
🎥 tiktok.com/
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𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗮𝗱𝘃𝗶𝗰𝗲 𝗱𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿: 𝗧𝗵𝗲 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗰𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗱 on this page and my videos are 𝗴𝗲𝗻𝗲𝗿𝗮𝗹 𝗶𝗻 𝗻𝗮𝘁𝘂𝗿𝗲 𝗮𝗻𝗱 𝗱𝗼 𝗻𝗼𝘁 𝘁𝗮𝗸𝗲 𝗶𝗻𝘁𝗼 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗰𝗶𝗿𝗰𝘂𝗺𝘀𝘁𝗮𝗻𝗰𝗲𝘀. 𝗣𝗹𝗲𝗮𝘀𝗲 𝗿𝗲𝗮𝗰𝗵 𝗼𝘂𝘁 𝗶𝗳 𝘆𝗼𝘂 𝘄𝗶𝘀𝗵 𝘁𝗼 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻.

Very proud to be recognised as a finalist for Network Impact Adviser of the Year.Looking back, it's hard to believe it's...
15/10/2026

Very proud to be recognised as a finalist for Network Impact Adviser of the Year.

Looking back, it's hard to believe it's been 8 years since I joined Link Wealth.

Since 2018, there have been plenty of early starts, long days, challenges, setbacks, wins and lessons. Like anything worthwhile, it's taken a lot of hard work, persistence and commitment to get to where we are today.

Some of those mornings started well before the sun came up. Not because I felt I had to, but because I believed in what we were building and the difference great advice can make in people's lives.

That's what has always driven me. Helping people make informed decisions, create opportunities for their families, and feel more confident about their future.

I'm incredibly grateful to my family for their support over the years, and to the amazing people I've had the privilege of working alongside. No journey like this is ever done alone.

I'm also proud to be recognised alongside two outstanding advisers, Brayden Duckworth and Daniel McCarthy, whose dedication to their clients and commitment to the profession is second to none.

A lot has changed since 2018, but I still believe great advice can change lives. And I still feel like we're only getting started.

14/10/2026

Tony Robbins and private equity investing

Tonight I'll be on 7NEWS Australia at 6pm, talking about what's often referred to as the "superannuation death tax".What...
14/10/2026

Tonight I'll be on 7NEWS Australia at 6pm, talking about what's often referred to as the "superannuation death tax".

What actually happens to your super when you die? Who receives it, and how much tax could apply?

Hopefully, the segment gets a few more Australians thinking about their own super and asking the right questions.

Thanks to Laura Dymock and the 7NEWS team for the opportunity to talk about this important topic.

Catch the full story on 7NEWS tonight at 6pm!

12/10/2026

I recently spoke with a couple approaching retirement, and their situation was a big warning sign.

They had their home heavily leveraged, a highly concentrated SMSF property investment, no cash buffer, personal debt, and were looking at buying even more property.

The issue wasn’t property itself. It was putting everything into one asset class without diversification, flexibility, or a clear retirement strategy.

Before making major financial decisions, understand who you’re getting advice from, how they’re paid, and whether the strategy actually fits your goals.

P.S. If you’re unsure whether your current strategy is setting you up for the future, send me a DM and let’s chat.

09/10/2026

Dodgy property advice 😡

03/10/2026

Compound interest

01/10/2026

Investing for children under 18 in Australia can be more complicated than people realise.

The biggest issue is tax. Income from investments can be taxed at very high rates for minors if structured incorrectly.

But it’s not just about tax rates. The way the account is set up, whose tax file number is used, and how the investment is transferred when the child turns 18 can all create unexpected tax consequences.

The right structure matters from day one.

P.S. If you’re investing for your children and want to make sure it’s set up correctly, send me a DM and let’s chat.

29/09/2026

I recently heard Stephen Bartlett speak live and these were four key takeaways that stood out to me.

1. Bet on what won’t change.
Instead of chasing every new trend, focus on what you know will still matter in five or ten years.

2. Increase your rate of experimentation.
Failure is feedback. Take more swings, test more ideas, and learn faster.

3. Raise the bar in your team.
Ask yourself: if everyone in your business was like this person, would the standard go up or down?

4. Find your passion, but don’t force just one.
You can have multiple passions throughout life. Don’t confuse admiration with aspiration.

P.S. If you want to keep growing in business and life, send me a DM and let’s chat.

Different styles, different perspectives, but six ideas from Tony Robbins and Steven Bartlett really stuck with me.I rec...
28/09/2026

Different styles, different perspectives, but six ideas from Tony Robbins and Steven Bartlett really stuck with me.

I recently had the chance to hear Tony Robbins and Steven Bartlett speak live.

I took pages of notes from both sessions, but these were the three things from each that stuck with me most:

TONY ROBBINS

1. Complexity is the enemy of ex*****on.

It’s easy to overcomplicate things as a business grows. Get clear on who you want to work with, build something they genuinely value and keep delivering on it.

2. Your state changes everything.

What you focus on matters. So does the meaning you give it and what you choose to do next. Sometimes changing your state changes the way you approach the problem completely.

3. Fall in love with your customer, not your business.

Probably my biggest takeaway from Tony. Know your customer better. What do they actually want? What matters to them? What could you be doing better for them?

STEVEN BARTLETT

1. Take more swings.

Try more things. Some will work and plenty won’t. The more swings you take, the quicker you learn what actually works.

2. Make decisions faster.

You don’t always need to be 100% certain. Sometimes 51% is enough to make the call, move forward and adjust from there.

3. Double down on what AI can’t replace.

The better AI gets, the more valuable the human stuff becomes. Relationships, listening, empathy and actually caring about the people you work with.

Two very different speakers, but a lot from both that I’ll be putting into practice.

26/09/2026

Investing below age 18 or for your kids

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