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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.

02/06/2026

It was a fantastic day visiting John Paul College Frankston for Beyond School, Link Wealth Advice's financial literacy program designed to help students build confidence with money before they leave school.

We spoke with Year 10 to 12 students about investing, student debt, cashflow, super and the money decisions that start showing up sooner than most people expect.

The biggest takeaway from the day was how ready students are to learn about money when it’s explained in a way that feels real and relevant.

P.S. A few spots are still available for schools wanting to book a Beyond School session.

Book here: https://ap1.hubs.ly/y0XnMn0

31/05/2026

A work experience student recently asked me for the most impactful book I’ve ever read.

For me, it was Think and Grow Rich by Napoleon Hill. Not because it was about money, but because it reinforced the power of desire, belief, discipline and actually backing your goals with action.

Thinking big means nothing if you are not willing to do the work.

P.S. What is one book that genuinely changed the way you think? Send me a DM or drop it in the comments.

30/05/2026

3 investment strategies not impacted by negative gearing changes

29/05/2026

The government needs to be very careful about how hard it pushes business owners and entrepreneurs.

If Australia keeps increasing taxes on investment growth and business owners, there is a real risk more founders start looking offshore. Countries like Singapore are incredibly business-friendly, and when entrepreneurs compare that environment against higher taxes and tighter regulation here, it changes how people think about where they grow their businesses long term.

The bigger question is whether these changes actually strengthen Australia’s economy… or slowly push innovation elsewhere.

P.S. If you want to understand how these proposed changes could affect your business or investments, send me a DM.

28/05/2026

Property investing is not always as simple as “safe as houses”.

A $15,000 repair bill is a good reminder that investment properties come with real costs. Tenants, maintenance, insurance claims, rates, body corporate and unexpected damage can all eat into your actual return.

Property can be a great investment, but you need to understand the true net return, not just the headline growth.

P.S. If you are thinking about buying an investment property and want to understand the real numbers first, send me a DM and let’s chat.

28/05/2026

Opening a savings account in your child’s name can create a nasty tax surprise.

If they are under 18, interest earned above certain limits can be taxed heavily, which means a lot of the return could disappear before it ever has a chance to compound. That is why some families look at other structures, like investment bonds, when investing for kids over the long term.

The goal is not just saving money for your child. It is setting it up in a way that actually works.

P.S. If you want to understand the best way to invest for your kids, send me a DM.

24/05/2026

Investing for your kids
Part 3

24/05/2026

Higher interest rates create winners and losers.

If you’re sitting on cash or term deposits, rising rates can actually work in your favour. But if you’ve got a mortgage, higher repayments can put serious pressure on cash flow, which is why reviewing your budget, loan structure and interest rate matters more than ever right now.

Sometimes the fastest way to improve your finances is not earning more. It’s stopping money from leaking out unnecessarily.

P.S. If you’re feeling pressure from rising interest rates and want to review your options, send me a DM and let’s chat.

24/05/2026

Investing for your kids
Part 2

Address

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

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://ap1.hubs.ly/y0nB8H0

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