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.
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.
Kereen assists our adviser with administrative support.
Prior to joining the financial planning industry in 2016, She has previously worked in media for the last 6 years with Procter and Gamble, the BBC as well as IPG media brands.
Kereen has a great sense of humour and her focus is to provide us with support, so we continue to deliver the highest quality service to our clients. Kereen also manages the internal processes and systems within the business.