Link Wealth Advice

26/02/2026

Business owners love holding cash because it feels safe, but inflation quietly eats it away. In this episode, Josh and Billy break down how to set a real buffer for the business, pay yourself first, and invest the rest in a simple, low maintenance plan that supports your exit goals.

They also unpack why super is the most overlooked wealth tool for business owners, and how the right structure can protect your money and reduce tax.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0Dl3N0
🎧 Listen now: https://ap1.hubs.ly/y0DksV0

26/02/2026

Meet Kajani, our Client Services Manager.

Six years ago, Kajani joined Link Wealth as a receptionist. Since then, she has worked her way up step by step, taken on more responsibility, backed herself, and at the start of 2026 stepped into the Client Services Manager role where she now leads our Client services team and keeps the engine room running smoothly.

This is what growth looks like. Show up, care about the work, support your team and keep improving. We see it, and we back it.

A huge congratulations, Kajani. You have earned every bit of this. We could not be prouder.

P.S. If you have ever experienced how smooth our client service feels, there is a good chance Kajani played a part in it.

23/02/2026

Four days. Big conversations. Even bigger momentum.

Steve Sloane - Financial Adviser, Josh Lee - Financial Adviser, Billy Norman - Financial Adviser, Fei Kong - Financial Adviser & Brayden Duckworth - Financial Adviser represented Link Wealth at Levera Connects 2026 in Bataan, connecting with advisers, partners and the Levera team who help power advice businesses behind the scenes.

Stronger systems, smarter use of AI, deeper relationships and a clear focus on delivering more quality advice to more Australians. That’s what we’re bringing home.

Thank you to the Levera Solutions team, sponsors and everyone who made it happen.

22/02/2026

Why would someone buy your business?

Buyers aren’t just looking for revenue, they’re looking for return. That could mean growth potential, efficiencies, or just a strong, consistent cash flow. The clearer your value, the stronger your position when it’s time to sell.

In this episode of The Winner’s Playbook, we dig into how buyers think, what drives ROI, and what sellers often miss.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0BMvz0
🎧 Listen now: https://ap1.hubs.ly/y0BLXr0

21/02/2026

Earning more and building assets should make life simpler, not more confusing, but for a lot of successful people it actually gets messier as accounts, investments and decisions stack up. If your money is not structured properly, you can end up overpaying tax, doubling up on risk or missing opportunities without even realising it.

P.S. If you’re building wealth and want clarity that everything is working together, send us a DM and let’s have a chat.

https://ap1.hubs.ly/y0BMKt0

20/02/2026

We’re hiring a Financial Adviser.

At Link Wealth, we empower Australians to live meaningful lives through exceptional financial advice. We are looking for an experienced, motivated adviser who thrives in a collaborative environment and wants to be part of a business that values integrity, excellence and innovation.

Hybrid flexibility, mentorship, career progression and a genuinely supportive team culture are just the start.

If this sounds like you, apply today or get in touch for a confidential conversation.

https://ap1.hubs.ly/y0ChFz0

If you’re a Financial Adviser looking to join a dynamic team at a growing firm - look no further! We have the perfect opportunity for you.

19/02/2026

When is a business actually ready to sell?

In this episode of The Winner’s Playbook, Billy sits down with business coach Baz Gardner to unpack what really makes a business sellable. From the psychology of letting go to reducing key person risk and showing reliable profit, Baz shares the common mistakes owners make when trying to cash out.

If you're a founder planning an exit in the next few years, this one could save you a lot of pain.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0z6Gh0
🎧 Listen now: https://ap1.hubs.ly/y0z6MB0

Tune in to The Winner's Playbook for practical financial tips from advisers. Start your journey to financial freedom today!

19/02/2026

Scarcity can drive up price, but not always.

In some industries, there just aren’t many businesses of scale. That can create buyer competition and boost your valuation. But in others, fewer buyers means less demand. It depends on who’s buying, why they want it, and what they see in your future potential.

This week on The Winner’s Playbook, we’re talking supply, demand, and why context matters more than cookie-cutter multiples.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0BMqP0
🎧 Listen now: https://ap1.hubs.ly/y0BM6g0

19/02/2026

Your business valuation and your sale price are not the same.

A formal valuation gives you a number on paper, but that’s not always what someone will pay. The real market value depends on how you position it, who’s buying, and what future upside they see.

In this episode of The Winner’s Playbook, we unpack what drives sale price and why a valuation report is just one piece of the puzzle.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0BMgx0
🎧 Listen now: https://ap1.hubs.ly/y0BLY90

17/02/2026

What makes a business actually sellable?

It’s not just revenue or profit. It’s whether someone wants to buy it when you want to sell. That means understanding who the buyers are, what they’re looking for, and how to build a business that’s attractive without you in it.

In this episode of The Winner’s Playbook, we break down the real factors that drive valuation, interest, and successful exits.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0BM0B0
🎧 Listen now: https://ap1.hubs.ly/y0BM9N0

17/02/2026

We’re expanding across the Link Wealth group and are hiring an Associate Adviser to support our growing advice team.

This role is ideal for someone 1 to 2 years into financial planning who wants structured mentorship, client exposure and a clear pathway through their Professional Year.

If your looking for real progression and a team that genuinely invests in your development.

Apply below:
https://ap1.hubs.ly/y0BRr10

Posted 2:09:46 AM. At Link Wealth Group, our mission it to empower Australians to live meaningful lives and create…See this and similar jobs on LinkedIn.

15/02/2026

The insurance cover no one talks about.

Most Aussies have some default cover through super or work, but trauma insurance is different. It’s not included by default, can’t be held inside super, and unless you’ve gone out of your way to get it, chances are you don’t have it.

In this episode, Josh and Billy break down what trauma insurance actually covers, why it’s often overlooked, and how it can protect your finances when life throws a curveball.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0z6vt0
🎧 Listen now: https://ap1.hubs.ly/y0z6Qp0