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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.

Investlink Group recognizes the importance of safe guarding your financial wellbeing as well as your physical wellbeing. Everyone has different needs and objectives but we all need to grow our financial assets, protect what we have and prepare for life emergencies. We at Investlink Group look at the big picture and think long term, whether it is identifying goals such as planning for your children\'s future, buying a home, retirement planning or leaving a legacy behind for your loved-ones. As experienced Financial Advisors we will identify our client\'s preferred lifestyle and pursue the financial goals to achieve this through one-on-one personal and professional advice.

We all need expert assistance when it comes to complex life issues and we also help our clients with investment strategies, personal insurance protection, structured family solutions and manage risk in portfolios. At Investlink Group we can help you with:

  1. Cash flow analysis - We treat every individual as a business. We believe a true savings plan only starts from the roots with a \"Budgeting and cash flow\" plan.
  2. Identifying and prioritizing goals - We help prioritize our clients goals as per their financial objectives.
  3. Preparing for life emergencies - We help in providing you with the best solution on how to protect your family, income and assets.
  4. Customized Portfolio - We customize portfolios according to the client\'s individual risk profiling.
  5. Ongoing Review Service - Keep your plan and strategies on track with changing circumstances, legislation and investments markets.

Whether you have been in business for years or you are just starting out and exploring the idea of working for yourself, it\'s hard to be an expert in everything. That\'s why it\'s a good idea to seek guidance from someone who can help you with the financial matters that are the foundation of every business. A financial adviser can give you advice on how to structure your company, insure your business, protect your employee\'s financial well-being and protect the business if a key employee cannot work. We can help:

  1. Determine the type of business entity to be maintained and/or formed.
  2. Determine the FREE CASH FLOW of your business. These results help lead to projections of future free cash flow, break-even analysis, and projected financial statements.
  3. Succession planning.
  4. Collaboration with competent specialized professionals to support the business as required.
  5. Personal Financial planning for owner and key employees that focuses on the effective use of company benefits.
  6. Staff superannuation plans and benefits.
  7. Partnership buy/sell strategies.

Recent Posts

immortals - angels
by | January 6, 2016

Over the many years as a Financial Adviser I have never stopped wondering after why some so willingly choose not to protect themselves and their most prized possession; their families. There is no doubt that every person I come across likes to have good things in life; the perfect house

Chessboard with growing height coins stacks - exponential growth and compound interest concept
by | November 10, 2015

At a young age my grandmother told me this story. There was a king who had a victorious win and wanted to reward his soldier for his bravery. When the king asked the soldier what he wanted as a reward, the soldier provided a chess board and asked for a grain of rice to be placed on the first square,

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Investlink Group Pty Ltd (ABN 28 127 333 948) is a Corporate Authorized Representative of Aon Hewitt Financial Advice Limited (ABN 13 091 225 642, AFSL No. 239183, Level 33, 201 Kent Street Sydney NSW 2000).

Ashish Thadani is an Authorized Representative (#290396) of Investlink Group Pty Ltd. Investlink Group`s (ABN 28 127 333 948) head office is located at Level 7 / 34 Charles Street, Parramatta NSW 2150, athadani@investlinkgroup.com.au.

Aon Hewitt Financial Advice Limited - Aon Position Statement