WEALTH CREATION

what is wealth creation?

Wealth creation is about more than just saving money. It’s about growing it. While earning more income is important, it’s what you do with your money that makes the biggest difference. Our advisors help you turn regular savings into long-term wealth through proven strategies, smart investments, and personalised planning.

Why it matters.

Make your money work for you

Leaving your money in a savings account may feel safe, but it won’t grow fast enough to meet your long-term goals. We help you unlock passive income streams so you’re not just working for your money, but your money starts working for you.

Wealth is not built overnight, but with consistency, the results compound.

How we can help.

 

We match your investment strategy should match your lifestyle, timeline and values

We don’t believe in one-size-fits-all. Every client has unique goals and risk tolerance. Whether you’re building for retirement, a property, or financial freedom, we select investments that are aligned with your personal objectives.

 

We align with your risk profile

We begin by identifying your comfort level with investment risk. From conservative to high-growth strategies, we tailor your portfolio to suit how much risk you’re willing (and able) to take.

What we assess:
  • Investment time horizon

  • Income needs

  • Personal goals

  • Emotional tolerance to market movements

 

Dollar-Cost Averaging: A Smarter Way to Invest

Timing the market is tough, even for the pros. That’s why we use dollar-cost averaging to help reduce risk over time. By investing fixed amounts regularly, you buy more units when prices are low and fewer when prices are high.

What are the benefits of this strategy:
  • Reduces emotional investing

  • Smooths out market volatility

  • Encourages consistent saving habits

 

Harnessing the Power of Compound Interest

Albert Einstein reportedly called compound interest “the eighth wonder of the world.” It’s how your money earns returns, and then those returns earn returns.

How we make it work for you:
  • Reinvesting earnings to accelerate growth

  • Starting early to maximise time in the market

  • Staying consistent and avoiding unnecessary withdrawals

Even modest investments, given time, can turn into something substantial.

What you'll get.

A personalised investment roadmap

Access to experienced, licensed financial planners

Regular check-ins and progress reviews

Strategies that evolve with you as life changes

Frequently Asked Questions.

Building wealth is a long-term journey that looks different for everyone. It’s normal to have questions. Whether you’re just starting out or looking to refine your strategy. Below are some of the most common questions we receive to help you better understand how wealth creation works and how we can support you along the way.

How much do I need to get started?

We work with clients of all financial levels. Whether you’re just getting started or managing a sizable portfolio, we tailor our services to suit you.

Is investing risky?

All investments carry risk, but we help manage that through diversification, goal alignment, and smart strategy. The biggest risk? Doing nothing and letting inflation erode your savings.

How often will I meet with my adviser?

We check in regularly, at least annually, to review your strategy, discuss market changes, and adjust if needed.

What if I change my goals?

Life changes, and so will your plan. We remain flexible and responsive to your evolving needs.

Get in Touch.

Your financial journey starts here!

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Contact

info@investlinkgroup.com.au

1300 667 529

Level 6, Suite 1/91 Phillip Street,
Parramatta NSW 2150

Hours

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

Praise Baroña

Client Services Officer

Praise Barona is a Customer Service Officer at Investlink Group and a Bachelor of Science in Accountancy graduate. She brings a well-rounded background in financial planning support and accounting, with experience as a Financial Planning Assistant and as an intern in a CPA firm.

Through these roles, she has developed strong attention to detail, organisation, and a thoughtful approach to supporting both clients and advisers.

Praise is passionate about delivering a positive and reliable client experience, and is committed to continuing her growth in the financial planning industry.

Lindsay Austria

Marketing Officer

Lindsay Austria is a Marketing Officer at Investlink Group and is currently completing a Bachelor of Commerce (International Business and Marketing) at the University of Sydney.

She brings experience in digital marketing, content creation, and community engagement.

With a passion for storytelling and cross-cultural connection, Lindsay focuses on creating meaningful content that resonates with diverse audiences and builds genuine engagement.

Mary Yousif

Administrative Officer

Mary is a Financial Planning Administrative Officer at Investlink Group, holding a Bachelor of Business with a major in Finance and Management.

She brings a strong client-focused approach, supported by her experience as a Senior Receptionist and Assistant Manager, where she developed skills in communication, problem-solving, and team coordination. Mary is committed to building her expertise in the financial planning sector and contributing to a seamless and supportive client experience.

Sara Jahanbin

Advice Associate and Professional Year Candidate

Sara is an Advice Associate at Investlink Group, with over seven years of experience in the tax and financial planning industry. With a strong background in tax strategy, she brings valuable insight into structuring financial advice that aligns with each client’s broader financial goals.
 
Sara is currently completing her Graduate Diploma of Financial Planning with Kaplan Professional and is working towards becoming a licensed financial adviser. She is dedicated to providing holistic, client-centered support and manages the advice process end to end, ensuring clients receive clear, strategic, and tailored outcomes.

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.

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Investlink Group Pty Ltd Corporate Authorised Representative No. 442305