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.


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.


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!



1300 667 529

Level 7 / 34 Charles Street
Parramatta NSW 2150


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

Priyanka Kumar

Provisional Financial Adviser

Priyanka is part of our Administration Support staff and is currently a student at Macquarie University, undertaking a double degree in Applied Finance and Economics. After graduating, she hopes to continue growing her career in the financial services industry.

Priyanka has a can-do attitude and strives to be helpful in any way she can. She is friendly, focused and determined to ensure that our clients receive the best service possible.

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