Send us Fan Mail

Buying a home is a big milestone, but many first-time homeowners quickly realise there’s a lot more to it than just paying the mortgage. 
 
 In this episode, Josh, and Billy dive into the hidden costs that can catch you off guard, like maintenance, insurance, council rates and unexpected repairs. They share personal experiences, including some expensive surprises and lessons learned along the way.

They also tackle the big debate, is buying always better than renting? Plus, they break down how interest rates impact mortgage affordability, how to budget for ongoing costs and some smart ways to save money as a homeowner.

If you’re thinking about buying or just want to be better prepared for the realities of homeownership, this episode is a must-listen.

Home & Commercial Loan Experts | Link Wealth Finance

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Billy's TikTok:  https://www.tiktok.com/@billynormanfp   

 Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified 

 
 Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

 ----
 
 General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail

Trump’s tariffs are back and they could hit your wallet in ways you might not expect. Prices on everything from cars to coffee could rise, supply chains could get messy and Australia’s economy might feel the ripple effects.

In this episode, Josh and Billy break down what these tariffs mean for you, your investments, and even the price of everyday goods. They’ll unpack why Australia should care about U.S. trade moves, how they could strain global relationships and why Elon Musk is making headlines over it. Plus, they’ll talk about what Australians can do to protect their money, whether you’re buying big-ticket items, investing, or running a business.

Trade wars might feel like a world away, but they can hit closer to home than you think. If you want to stay ahead of the curve, this episode is a must-listen.

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Billy's TikTok:  https://www.tiktok.com/@billynormanfp   

 Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified 

 
 Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

 ----
 
 General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail

Welcome back to another episode of The Winner’s Playbook, packed with money tips, career advice, success stories and real talk about the challenges along the way.

Big changes on The Winner’s Playbook! As we kick off 2025, we’re welcoming a new co-host, Billy Norman! He’s taking over the mic alongside Josh, bringing fresh insights, real talk and maybe a few hot takes.

In this episode, we get to know Billy, how he got into financial advising, the money lessons he swears by and what excites him most.
 
Steve Sloane isn’t gone for good! He’ll still be popping in from time to time to share his wisdom and join the conversation.

If you’re ready for a new chapter, hit play and get to know Billy!

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Billy's TikTok:  https://www.tiktok.com/@billynormanfp   

 Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified 

 
 Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

 ----
 
 General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail

Welcome to The Winner's Playbook, a podcast where Steve and Josh (Directors / Financial Advisers) chat about everything related to money, careers, success, challenges, mindset, and much more!

It's our final episode for 2024 and we are finishing off with a BANG! We're wrapping up the year with our highlights and big learnings, as well as some client highlights for us this year.

TWP will have a different look & feel next year whilst still bringing you the same content you know and love! We'd love to thank you for listening to us this year.

From everyone at Link Wealth Group, we wish you a very Merry Christmas & Happy New Year — we'll see you next year!

----

Get in touch with Steve:
Steve Sloane - Founder & Managing Director (linkwealth.com.au)

Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)

Steve's TikTok:  https://www.tiktok.com/@stevesloanefinadviser
Josh's TikTok:  https://www.tiktok.com/@joshleefinadv

Sign up to Steve's newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
 
---- 
 
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Billy's TikTok:  https://www.tiktok.com/@billynormanfp   

 Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified 

 
 Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

 ----
 
 General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail

Welcome to The Winner's Playbook, a podcast where the Link Wealth advisers chat about everything related to money, careers, success, challenges, mindset, and much more!

This week we've got Billy and Josh answering your burning questions about money in our Adviser Q&A! From decoding some of that investing jargon to the truth about who financial advisers work with — we are getting all of the details in 1 episode.

This isn't the episode to miss & we hope to do more of these in future. Tune in today!

----
Get in touch with Billy:
Billy Norman - Financial Adviser (linkwealth.com.au)

Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)

Billy's TikTok:  https://www.tiktok.com/@billynormanfp
Josh's TikTok:  https://www.tiktok.com/@joshleefinadv

Sign up to our newsletter,
Wealth Simplified: https://www.linkwealth.com.au/newsletter

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
 
---- 
 
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Billy's TikTok:  https://www.tiktok.com/@billynormanfp   

 Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified 

 
 Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

 ----
 
 General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail

Welcome to The Winner's Playbook, a podcast where Steve and Josh (Directors / Financial Advisers) chat about everything related to money, careers, success, challenges, mindset, and much more!

We know about stocks by now, what else can we invest in? Steve and Josh showing us the world of alternative assets — an area that is growing in popularity. After heading to the USA and seeing how many of them are investing in your not-so-typical investments, it's definitely opened their eyes to other ways Australians could invest.

So if you are bored of the typical ETF and want to hear about something a bit different, tune in and hear about alternative assets. Learn what they are, what they look like and how people access them!

----

Get in touch with Steve:
Steve Sloane - Founder & Managing Director (linkwealth.com.au)

Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)

Steve's TikTok:  https://www.tiktok.com/@stevesloanefinadviser
Josh's TikTok:  https://www.tiktok.com/@joshleefinadv

Sign up to Steve's newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
 
---- 
 
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Billy's TikTok:  https://www.tiktok.com/@billynormanfp   

 Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified 

 
 Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

 ----
 
 General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail

Welcome to The Winner's Playbook, a podcast where Steve and Josh (Directors / Financial Advisers) chat about everything related to money, careers, success, challenges, mindset, and much more!

The Barefoot Investor is one of the most popular finance books in Australia — but do his methods actually work? Steve and Josh are pulling apart some of Scott Pape's most popular wealth-building methods — showing you what works, what doesn't and what needs more context.

Tune in to learn some new tips or tricks and maybe even reaffirm your own money methods!

----

Get in touch with Steve:
Steve Sloane - Founder & Managing Director (linkwealth.com.au)

Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)

Steve's TikTok:  https://www.tiktok.com/@stevesloanefinadviser
Josh's TikTok:  https://www.tiktok.com/@joshleefinadv

Sign up to Steve's newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
 
---- 
 
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Billy's TikTok:  https://www.tiktok.com/@billynormanfp   

 Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified 

 
 Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

 ----
 
 General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail

Welcome to The Winner's Playbook, a podcast where Steve and Josh (Directors / Financial Advisers) chat about everything related to money, careers, success, challenges, mindset, and much more!

With Josh due to have his first child any day now, we are chatting about all things family planning from a financial standpoint. From newborn prep to school fees or even upgrading the family home — kids can get expensive! 

Steve and Josh chatted about the different things they have done for their own families to make sure they were as prepared financially as possible — but also what other people and clients have done in the past.

Hit play and learn a little more about how others are planning for their families financially.

----

Get in touch with Steve:
Steve Sloane - Founder & Managing Director (linkwealth.com.au)

Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)

Steve's TikTok:  https://www.tiktok.com/@stevesloanefinadviser
Josh's TikTok:  https://www.tiktok.com/@joshleefinadv

Sign up to Steve's newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
 
---- 
 
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Billy's TikTok:  https://www.tiktok.com/@billynormanfp   

 Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified 

 
 Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

 ----
 
 General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail

Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more!

This week we've got a special episode for you between Josh Lee and Kev Tran, Director and Buyer's Agent at Kev Tran Group.

If real estate agents represent the seller, well buyer's agents represent the buyer! Josh and Kev explore how buyer's agents like Kev help property hunters find the perfect place, no matter where in Australia. 

Tune in to learn about the data and thought process that goes behind picking the perfect property to invest in.

----

Get in touch with Kev:
Learn more about Kev & his team here!
Book a call with Kev here!
Learn from Kev on his socials

Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)
Josh's TikTok:  https://www.tiktok.com/@joshleefinadv

Sign up to Steve's newsletter,
Wealth Simplified: https://www.linkwealth.com.au/newsletter
Steve's TikTok:  https://www.tiktok.com/@stevesloanefinadviser

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
 
---- 
 
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation 

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Billy's TikTok:  https://www.tiktok.com/@billynormanfp   

 Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified 

 
 Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

 ----
 
 General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail

Welcome to The Winner's Playbook, a podcast where Steve and Josh (Directors / Financial Advisers) chat about everything related to money, careers, success, challenges, mindset, and much more!

It's the final instalment in our Deep Dive series on tax structures, and we are finishing off on the all-important company individual and company structures.

With both being popular structures, Steve and Josh detail the benefits as well as the things they'd watch out for. Everything from when it may be best to look into this, to the tax rate itself and it's flexibility — this episode is packed with info!

Hit play and be ready to learn more about ways you might be able to save tax depending on the choice of your structure.

----

Get in touch with Steve:
Steve Sloane - Founder & Managing Director (linkwealth.com.au)

Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)

Steve's TikTok:  https://www.tiktok.com/@stevesloanefinadviser
Josh's TikTok:  https://www.tiktok.com/@joshleefinadv

Sign up to Steve's newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
 
---- 
 
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation 

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Billy's TikTok:  https://www.tiktok.com/@billynormanfp   

 Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified 

 
 Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

 ----
 
 General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.