About US

Why should you work with us? We will give you the education and guidance to help
you manage your money and secure your future.

ABOUT INVESTLINK GROUP

We are the experts.

We have the expertise, industry knowledge and commitment to work closely with you to help you achieve your short and long term financial goals, whether it’s buying a home, saving for your children’s education, investing, managing debts or planning for retirement.

In complex areas, we strive to simplify issues and establish wealth management solutions for families, individuals, and businesses by:

  • Making informed decisions about your money and how it can be used in your best interests
  • Developing a strategic financial plan covering all aspects of your financial wellbeing, from wealth creation to wealth protection.
  • Choosing products that meet your specific needs.
  • Reviewing your financial situation on a regular basis and revising your financial plan as necessary.
     
 
 

Why Choose Investlink Group?

We are commited.

  • We provide tailored financial solutions for our clients.

  • We always act in the best interests of our clients.

  • We offer our clients a personal, long term relationship and strive to achieve excellence in our service.

  • We regularly ensure our clients are on track to achieve their financial goals and objectives.

  • Our doors, emails and phone lines are always open.

Our Process

Current regulations require that any personal advice must be appropriate to your circumstances. While you have the right not to disclose personal information, you need to be mindful that any advice you receive may not be appropriate to your individual needs and financial situation.

Our 7-step financial process is outlined below.

STEP 1
We have an initial consultation that allows us to find out about each other. This can be done face-to-face or online.
STEP 2
We collect all the personal and financial information we need from you in a private and confidential document called the Fact Find.
STEP 3
We help you identify your current financial position and goals. This is generally done at the same time as the Fact Find.
STEP 4
We research, strategise and develop a financial plan for you, presented in a written document called the Statement of Advice.
STEP 5
We present our recommendations to you, and make sure you understand and agree to the recommendations.
STEP 6
We implement the agreed upon recommendations.
STEP 7
We will periodically review your goals, financial situation and needs, and make changes to your financial plan as necessary.
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OUR APPROACH

Why Choose Investlink Group?

We provide you with the education you need to clearly understand your financial strategies.

You are Unique

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage if life, throughout all the challenges and victories.

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Get in Touch.

Your financial journey starts here!

Contact

info@investlinkgroup.com.au

1300 667 529

Level 7 / 34 Charles Street
Parramatta NSW 2150

Hours

Mon – Fri: 9am – 5pm
Sat – Sun: Closed

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Ashish Thadani and Investlink Group Pty Ltd are Authorised Representatives of Excalibur Wealth Group Pty (ABN 87 652 985 361), AFS Licence no. 535263, Level 7 / 34 Charles Street, Parramatta NSW 2150

Excalibur Wealth Group Pty Ltd has its own Australian Financial Services License. The information in this website is general in nature and has been provided without taking into account your objectives, financial situation or needs. You should consider whether the information is appropriate for your situation prior to acting upon it. Excalibur Wealth Group Pty Ltd respects your privacy. Refer to our Privacy policy for more information.

Facebook Linkedin Instagram

Ashish Thadani and Investlink Group Pty Ltd are Authorised Representatives of Excalibur Wealth Group Pty (ABN 87 652 985 361), AFS Licence no. 535263, Level 7 / 34 Charles Street, Parramatta NSW 2150

Excalibur Wealth Group Pty Ltd has its own Australian Financial Services License. The information in this website is general in nature and has been provided without taking into account your objectives, financial situation or needs. You should consider whether the information is appropriate for your situation prior to acting upon it. Excalibur Wealth Group Pty Ltd respects your privacy. Refer to our Privacy policy for more information.

Copyright © 2023 Investlink Group

All Rights Reserved

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Copyright © 2023 Investlink Group

All Rights Reserved

Designed by The Branding Lab

Priyanka Kumar

Financial Adviser

Priyanka is a financial adviser with experience across various areas of advice including superannuation and retirement planning, wealth creation and personal insurance. Her education includes a Bachelor of Applied Finance from Macquarie University and a Graduate Diploma of Financial Planning from Kaplan.

Priyanka enjoys strategising and working towards creating valuable solutions for our clients. She loves meeting our clients, both existing and new, and getting to know them on a personal level and hearing the unique stories they have to share.

Ashish Thadani

Director & Financial Adviser

Financial Adviser / Director of Investlink Group & Excalibur Wealth Group

Ashish has over 20 years of experience as a financial adviser and is passionate about educating his clients on their finances and the financial strategies that he recommends to them.

With a “client comes first” philosophy for the business, Ashish operates with patience, transparency and with the best interests of his clients always in mind.

Authorised Representative No. 290396

Investlink Group Pty Ltd Corporate Authorised Representative No. 442305