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.

26/10/2026

Getting started is often the hardest part. I recently got back into running after months off with a knee injury, and a month later, I'm running some of my quickest paces again.

The same applies to life. Whether it's fitness, business, or breaking a bad habit, that first step is always the toughest. But once you build momentum, everything starts getting easier.

P.S. If you're working towards a goal but struggling to get started, send me a DM and let's chat about how to take that first step.

25/10/2026

1m net worth increase in 4 years

24/10/2026

Power of momentum 

Spent today with Bohden Langdon at EO Melbourne’s Scaling Up Learning Day.Some great insights into sales, marketing and ...
20/10/2026

Spent today with Bohden Langdon at EO Melbourne’s Scaling Up Learning Day.

Some great insights into sales, marketing and what it takes to grow a business.

It got me thinking about what more we could be doing at Link Wealth Advice, particularly with The Winner’s Playbook podcast and how we can keep improving our content and reaching more people.

Always good to get out of the office, hear what others are doing and come back with a few fresh ideas.

Thanks to Entrepreneurs’ Organization Melbourne and all the speakers for a great day!

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

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

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