Link Wealth Advice

12/12/2025

Big gains, big drops, bigger lessons

In this episode of The Winner’s Playbook, Josh and Steve unpack the recent rise and fall of DroneShield, what actually triggered the crash, and the real risks of stock picking without a plan.

They break down how to spot red flags, how professionals manage share concentration, and why most people are better off building wealth through ETFs, not hype.

If you're investing your hard-earned cash, this one’s a must-listen.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0rCTD0
🎧 Listen now: https://ap1.hubs.ly/y0rCpn0

Why betting big on a single stock can backfireWhen a single stock skyrockets, it’s easy to get caught up in the hype. But what happens when it all comes cras...

11/12/2025

The jump from school to the real world hits hard if no one teaches you how money actually works.

That is why we created Beyond School, a free financial literacy session for Year 11 and 12 students that covers the stuff they will face the moment they graduate.

We talk about super, tax, first jobs, HECS debt, budgeting, banking, investing basics and the money traps young people fall into way too easily.

If your school wants to give students a stronger start, reach out and we can run a session for free.

Send this to a teacher or school leader who might be interested.

For more information or to secure your schools spot: https://ap1.hubs.ly/y0s0TF0

11/12/2025

Client feedback like this means everything to us.

Thank you Cj for sharing your experience working with Billy and the team at Link Wealth.

We take pride in making advice feel clear, practical and easy to understand.

Great work Billy Norman - Financial Adviser. Clients feel the difference when advice is honest, collaborative and backed by real care.

If you want support with your financial goals, you can learn more at https://ap1.hubs.ly/y0rhJN0

11/12/2025

Last call to nominate someone for our Christmas Pro Bono Giveaway.

We’re opening the door for someone who could really use a helping hand heading into 2026. Our Annual Christmas Pro Bono Giveaway is almost closed, and this is your final chance to nominate someone who would benefit from genuine financial support and guidance.

We’re giving one person a full financial advice package at no cost. It’s designed to help them get clear on their money, feel more confident about their future, and take their next steps with proper support around them.

Entries close 15 December, and the winner will be announced on 17 December.

If you or someone you know is doing it tough or simply deserves a fresh start to the new year, we’d love to hear their story.

👉 Nominate here: https://ap1.hubs.ly/y0rT0h0

Let’s wrap up the year by lifting someone up.

10/12/2025

Is your cash actually working for you?

If you're sitting on a chunk of savings, make sure it's not just gathering dust in a low-interest transaction account. We've seen clients with 50 to 100K doing nothing, earning 1% interest at best, then losing up to half of that in tax. That’s not smart money management.

Start putting your cash to work. Whether it's a high-interest saver or offset account, we break down how to make smarter choices with your cash and why the account you park it in matters more than you think.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0rgrK0
🎧 Listen now: https://ap1.hubs.ly/y0rhr10

09/12/2025

From joining Link Wealth at 23 to becoming a director a few years later, Josh’s journey is a story of clarity, drive and backing himself from day one.

In his recent interview with The Inside Network, Josh shared how he walked into the business knowing exactly where he wanted to be in two or three years. He told Steve he would either become a business partner or start his own business. Three years later, that goal became a reality.

Back then the team had around 20 to 25 staff. Today, across all Link businesses, we are now over 100 people with even bigger plans for the future. What has never changed is Josh’s passion for the work and the impact he wants the business to make in the financial services sector. For him it has never felt like work. It is purpose, community and the opportunity to make a difference.

Proud to have Josh leading the Link Wealth journey and excited for what comes next.

06/12/2025

“Are they going to take my home?”

That’s one of the biggest fears people have when entering aged care.

In this episode, we unpack what really happens to the family home, how the rules work, and the common misunderstandings that cause stress for families. For many Australians, the home is their biggest asset, so knowing your options is critical.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0rgZ60
🎧 Listen now: https://ap1.hubs.ly/y0rhnf0

06/12/2025

Shares or property. Most Aussies want to invest, but choosing the right path can feel confusing. The truth is there is no one right answer. It all depends on your goals, your time frame, and what feels realistic for you.

This guide breaks down the basics in simple language so you can feel more confident about where to start.

Swipe through to learn the key differences and see what might suit your situation.

Learn more at https://ap1.hubs.ly/y0rgTz0

05/12/2025

What a night for Link Wealth.

Last night some of our team headed to the IFA Magazine Excellence Awards in Sydney and we’re so proud to share that we took home Marketing Program of the Year.

This one means a lot because it reflects the effort, ideas and momentum our whole business has put behind the brand this year.

Every adviser, every client story and every conversation has played a part in helping us grow and communicate what we stand for.

It was a real team effort and we’re proud to represent Link Wealth on that stage.

We were nominated across 7 categories and being recognised alongside so many great advisers and firms was something special.

Huge congratulations to all of the winners and finalists from last night.

The industry is full of people doing incredible work and it was great to celebrate that together.

Steve Sloane - Financial Adviser, Josh Lee - Financial Adviser, Fei Kong - Financial Adviser, & Bohden Langdon

04/12/2025

Offset vs savings vs term deposit: which is best?

If you’ve got a mortgage and some spare cash, not all savings options are equal. Many Aussies don’t realise that money in an offset account effectively earns you your home loan rate, tax free. Compare that to a high interest saver or term deposit, where any return is taxable and often lower to begin with.

In this episode, Josh and Billy unpack the best way to park your cash, how tax and loan rates play into the decision, and why your offset account is usually the winner.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0qrq30
🎧 Listen now: https://ap1.hubs.ly/y0qq_60

04/12/2025

We’re hiring! Our marketing team is growing and we’re looking for a Digital Marketing Coordinator to join us in early 2026.

If you love social media, have creative ideas and can write clear, relatable, engaging copy, this could be the role for you. You’ll help create content across TikTok, Instagram, LinkedIn and Facebook, support our podcasts, work on email campaigns and experiment with AI.

We move fast, have fun and back your ideas. You’ll get flexibility, growth opportunities and the chance to work across design, content, video and strategy.

If this sounds like you, we’d love to hear from you.

👉 Learn more: https://ap1.hubs.ly/y0r34Y0

03/12/2025

Aged care without the panic

In this episode of The Winner’s Playbook, Billy chats with Daniel McCarthy from Sky Advisors about one of the toughest financial decisions families face: aged care.

They unpack the real costs, Centrelink rules, common mistakes, and how to plan ahead so your family isn’t left scrambling. Whether it’s for your parents or yourself, this one’s worth a listen.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0qTvX0
🎧 Listen now: https://ap1.hubs.ly/y0qSPX0

Aged care isn’t something most people want to think about, but when the time comes, families are often caught off guard. In this episode of The Winner’s Play...