Steve Sloane - Financial Adviser

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Steve Sloane - Financial Adviser Making finance easy for Aussies đź’°
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Six finalist nominations at the 2026 ifa Excellence Awards. What a result for the Link Wealth team!  A big congratulatio...
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.

Three days to go.Voting for the 2026 FS Power50 closes this Thursday 3 September at 5pm.I said a couple of weeks ago tha...
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.

22/08/2026

The votes are officially open for the 2026 FS Power50, recognising the top 50 financial advisers making an impact across Australia.

This year, Link Wealth Advice has four advisers shortlisted: Steve, Josh, Fei and Billy.

We’re grateful to have our team recognised alongside some of the best advisers in the country. If you’ve enjoyed our content, found our advice valuable, or want to support our team, we’d appreciate your vote.

Vote here: https://www.financialstandard.com.au/news/fs-power50-voting-opens-179813551

Thank you to everyone who has supported Link Wealth and our team along the way.

I have been shortlisted for the 2026 FS Power50, Financial Standard’s list of the 50 most influential financial advisers...
12/08/2026

I have been shortlisted for the 2026 FS Power50, Financial Standard’s list of the 50 most influential financial advisers in Australia.

I am proud to be on the list, but even more proud that Josh, Fei and Billy are there with me.

Four advisers from Link Wealth, among 122 shortlisted nationally.

For me, that says a lot about the team we have built and the standard we expect from each other.

The final 50 is decided by public vote. If you would like to support us, you can vote for as many advisers as you like, including all four of us.

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

Voting closes Thursday 3 September at 5pm.

Thank you to everyone who has supported Link Wealth and our team along the way.

04/08/2026

Property isn’t dead, but the market is going through a challenging period. Auction clearance rates have fallen across many major cities, showing buyers and sellers are becoming more cautious.

Sydney, Melbourne, Adelaide, Canberra, and Brisbane have all seen clearance rates decline compared to this time last year, with Brisbane seeing one of the biggest drops.

The key reminder is that all investments move in cycles. Markets change, governments change policies, and conditions shift. The focus should always be on the long term, buying the right property at the right price, and having a clear strategy.

P.S. DM me if you want help understanding the property market and building a long-term investment strategy.

One of the things that stayed with me after my recent trip to Manila was the story behind the jeepneys. The modern jeepn...
03/08/2026

One of the things that stayed with me after my recent trip to Manila was the story behind the jeepneys.

The modern jeepney traces its roots back to surplus American military jeeps after World War II.

Filipinos adapted them for public transport by adding roofs, extending the bodies and creating more space for passengers.

Over time, they became something completely their own.

Colourful, useful and full of personality, every jeepney seems to tell a different story.

To me, they represent something I noticed throughout my time in the Philippines.

There is a real ability to work with what is available, improve it and take pride in the result.

More than anything, though, it was the people who made the biggest impression.

The warmth, kindness and generosity I experienced were genuine.

People made time for conversations, shared their stories and went out of their way to make me feel welcome.

I see those same qualities in our Levera team every day. They are hardworking, thoughtful and proud of what they do, but they also genuinely care about the people around them.

Now that we have 100+ people on board, the question may no longer be whether we need a Levera jeepney.

It might be what colour it should be.

Hypothetically, of course.

I’m incredibly proud of the team we are building and grateful for the people who made my time in Manila so memorable.

Address

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

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