Josh Lee

Link Wealth Group

Bronze
7 Yrs Experience
Camberwell, VIC 3124

From the first time you hear Josh speak, you can tell that this guy just has a deep passion for finance and for helping people.

You may feel like you don't have a handle on your finances now but Josh believes that anyone can change that if you are determined enough — and he'll show you exactly how.

Once a concreter, and now a director of Link Wealth Group before the age of 30 — he has seen what a little bit of hard work and bit of financial knowledge can do.

Now he is sharing it with every client that comes across him, both in person and online.

Consistency is something he preaches. From investing, to his 4:30am gym routine, to even learning his way around the golf course — once he is locked in, he's locked in! And that consistency has paid off time and time again which is exactly what he wants to instil in his clients and their money.

You can catch Josh on TikTok (@joshleefinadv) where he absolutely loves to share little bits of his finance knowledge in a way that is simple to understand and if you have any questions whilst you binge his videos, feel free to leave a comment!

If you are someone who wants to work with someone who is just as determined as you are to hit those financial milestones and have you prepared for the future, then set up your 15 minute clarity call with Josh below.

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Link Wealth Group

Level 1, 689 Burke Rd
Camberwell, VIC 3124

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706