Josh Lee

Passionate, driven and committed to helping you succeed

Josh’s passion for finance shines through from the moment you meet him. He believes anyone can take control of their money, no matter where they’re starting, with the right guidance and determination. His role is to give you the tools, strategies and confidence to get there.

From concreter to company director before the age of 30, Josh has lived proof that consistency and smart financial decisions can completely change your future. Today, he channels that experience into helping clients build wealth and achieve their own milestones.

Discipline is Josh’s superpower. Whether it’s investing, his 4:30am gym sessions, or rolling around the Brazilian Jiu Jitsu(BJJ) mat, he applies the same focus and consistency that he encourages in his clients.

If you want an adviser who will match your determination and guide you with energy, clarity, and consistency, Josh is the perfect partner for your financial journey.