About Us

At Investlink Group we pride ourselves on our high level of professionalism and personalized customer service. Dealings with our clients are focused on integrity, honesty and loyalty.

Client satisfaction together with reaching clients’ financial goals and objectives are our highest priority. Our aim is to help you achieve financial success and peace of mind by providing you with a personalized financial strategy.

We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs.

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It may be a lot less than you think to secure peace of mind for your family...

Planning For Retirement

It’s no secret that Australians are living longer than ever before. With our increased longevity, there is also a greater need to have sufficient funds for retirement.

Estate Planning

Not having a legal Will can be very expensive and may result in rifts among family members. A valid Will is also one of the building blocks of a sound financial plan.

Business Insurance

Having adequate business protection insurance can help minimize risk. Without these insurances families and business associates could find their financial security jeopardized.

Tax Planning

At Investlink Group Pty Ltd, it is important to help our clients understand the different tax rates payable depending on which structure investments are made under.

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Our Team

Ashish has been working in the financial services industry since 2001 and has worked in the financial planning industry
since 2003. He has helped many clients to protect their assets and reach their retirement goals.

Annie is a senior Administrative staff at Investlink group since 2016. She received her Master’s in Professional Accounting from Western Sydney University and aiming to broaden her horizons into Financial Planning Industry.

Annie’s constructive characteristics are that she’s trustable, steady and sociable. She is willing and more than capable, of assisting you through the various stages of the financial advice process, as well as answering your queries either over the phone or via email.

Lorraine is our Client Services Manager and has a strong desire to help our clients achieve their financial goals.

After spending 28 years in the IT industry she moved on to administration roles in various healthcare companies.

Lorraine enjoys spending time with her family and friends. She has a great sense of humour and loves to have a laugh. Her interests include meditation, travelling and being in nature.