07/09/2026
Family trust bucket companies live on?
Josh Lee - Financial Adviser
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Aussie Financial Adviser spreading financial literacy,
one video at a time! Book a FREE 15-minute chat below ๐
https://ap1.hubs.ly/y0nB8H0 Sound good?
Do you have big life goals? Do they feel slightly out of reach right now? Have you made small moves towards your goals? but you are ready for the big swings now. If you really want to reach your goals, both long and short term...
You need an actionable plan. A plan to help you make bigger moves towards your goal. If you've got the goals, determination and commitment...
I've got the plan for you.
06/09/2026
More family trust changes
02/09/2026
Voting closing for FS Power 50
01/09/2026
There's only two days remaining.
Voting for the 2026 FS Power50 closes Thursday 3 September at 5pm.
If youโve been meaning to vote but havenโt got around to it yet, hereโs your reminder. You can vote for Steve Sloane - Financial Adviser , Fei Kong - Financial Adviser , Billy Norman - Financial Adviser and me in the same go:
https://www.financialstandard.com.au/fspower50
It takes about 30 seconds, and weโd really appreciate the support.
And if youโve already voted, thanks for getting behind us. Really appreciate it.
31/08/2026
I need your support for FS Power50
Iโm excited to share that Iโve been shortlisted for the FS Power50, recognising the most influential financial advisers in Australia.
If youโve ever taken value from my content, whether through my videos, presentations, or financial education, Iโd really appreciate your support with a vote.
You can find me under Josh Lee, Link Wealth Advice. You can also support the other Link Wealth advisers shortlisted: Steve Sloane, Fei Kong and Billy Norman.
Vote here: https://www.financialstandard.com.au/fspower50
26/08/2026
What if the financial decision youโre about to make is one youโll regret later?
A good financial plan isnโt just about what you do; itโs also about avoiding the wrong decisions.
Large financial decisions shouldnโt be based on emotion or short-term frustration.
Having the right advice can help you see opportunities you may otherwise miss.
P.S. Reach out if you want help making more informed decisions about your finances.
25/08/2026
Financial standard
Power 50ย
24/08/2026
Offset vs redraw account for increased age pension entitlementย
24/08/2026
Ever returned something and then felt like you had extra money to spend?
Thatโs the trap. A refund isnโt new money, itโs simply money coming back that was already yours.
A common mistake is treating refunds, tax returns, bonuses, or unexpected cash as a reason to spend more, instead of using it to improve your financial position.
The money was always yours. The question is what you choose to do with it next.
P.S. Reach out if you want help building better money habits and making your finances work harder.
21/08/2026
Why it pays to get good advice
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