Link Wealth Advice

Link Wealth Advice At Link Wealth Advice, we offer clear practical guidance to help you make smarter financial decisions.

We take the time to understand your goals and give you the support you need to plan, grow and feel confident about your future.

Your 30s and 40s are where the real money moves happen.You’re earning more, juggling more and trying to balance life, fa...
16/10/2025

Your 30s and 40s are where the real money moves happen.

You’re earning more, juggling more and trying to balance life, family and the future all at once.

This is the time to get smart with your money.

Pay off debt faster, invest with purpose and grow your super so your future self says thank you.

At Link Wealth, we help Aussies turn this busy season into their most powerful one yet.

Don’t wait for “someday.” Start building your future today.

Big news! 🎉 We’re proud to share that Link Wealth has been named a finalist across 7 categories in this year’s IFA Excel...
15/10/2025

Big news! 🎉

We’re proud to share that Link Wealth has been named a finalist across 7 categories in this year’s IFA Excellence Awards.
It’s an incredible recognition of the passion, innovation and impact our team brings to financial advice every day.

Our finalists:
🏆 Link Wealth Advice- Financial Impact Team of the Year
🏆 Link Wealth Advice- Innovator of the Year (Company)
🏆 Link Wealth Advice- Marketing Program of the Year
🏆 Steve Sloane - Financial Adviser- Thought Leader of the Year
🏆 Josh Lee - Financial Adviser- Holistic Adviser of the Year (VIC)
🏆 Josh Lee - Financial Adviser- SMSF Adviser of the Year
🏆 Fei Kong - Financial Adviser- Innovator of the Year (Individual)

A huge congratulations to our team and advisers for continuing to raise the bar in advice and best of luck to all the other amazing finalists across the industry.

See the full list of finalists here: IFA Awards 2025 Finalists

The government has announced major updates to the proposed Division 296 super tax.The biggest change? Unrealised gains a...
15/10/2025

The government has announced major updates to the proposed Division 296 super tax.

The biggest change? Unrealised gains are out. The tax will now only apply to realised investment earnings on the portion of a super balance above $3 million.

Here’s what’s changing:
• Start date: 1 July 2026
• $0 - $3 million: taxed at 15%
• $3 million - $10 million: taxed at 30%
• Over $10 million: taxed at 40%
• Thresholds: both the $3 million and $10 million caps will now be indexed

These updates fix two of the biggest concerns raised by advisers and clients, taxing unrealised gains and not indexing the cap.

Even if your balance is below these thresholds, it’s still worth understanding. These changes show how super rules are evolving and what that could mean for investors and retirees in the years ahead.

If you’d like to talk through how the new Division 296 rules might affect your super or retirement strategy, our advisers can help.

https://ap1.hubs.ly/y0ktpK0

Most people don’t have the time or energy to juggle three different firms for their money. One adviser for super, anothe...
03/10/2025

Most people don’t have the time or energy to juggle three different firms for their money. One adviser for super, another for loans, someone else for tax… it’s exhausting.

At Link Wealth Advice we keep it simple.

Advice, finance and accounting all under one roof. One team that talks to each other, and most importantly, listens to you.

Because managing your money should not feel overwhelming. It should feel clear, easy and built around what matters most: your goals, your family, your future.

Quarterly catch-ups done right.We kicked things off with lunch in Richmond, then headed out for some barefoot bowling to...
30/09/2025

Quarterly catch-ups done right.

We kicked things off with lunch in Richmond, then headed out for some barefoot bowling to roll into the grand final weekend.

The real highlight? Thinking we ran into Snoop Dogg… only to find out it was just a bloke named Eric.

Always good to spend time together as a team.

17/09/2025

Once upon a time at Link Wealth, every birthday meant coffee and cake.

Then the team grew… and so did the cake.

For everyone’s health (and our waistlines), we’ve now switched to a monthly birthday celebration.

This month we celebrated Josh Lee - Financial Adviser, Dylan & David's Birthday.

Josh is overseas, so Nick stepped in as his stunt double.

We don’t normally share videos of our “performances” but this one was too good to keep hidden.

Let’s just say… we’re in finance, not singing.

We’re proud to celebrate one of our own.A huge congratulations to Gerleen Agus, who has been named a finalist for Accoun...
16/09/2025

We’re proud to celebrate one of our own.

A huge congratulations to Gerleen Agus, who has been named a finalist for Accountant of the Year at the Women in Finance Awards 2025.

With a record number of submissions this year, this recognition is a true reflection of Gerleen’s talent, hard work and impact she makes every day for her clients and the team here at Link Wealth.

We’re lucky to have you, Gerleen and we’re cheering you on for the win!

We’re excited to welcome Veronica Waters to the Link Wealth team as our new Human Resources Manager.Veronica is passiona...
11/09/2025

We’re excited to welcome Veronica Waters to the Link Wealth team as our new Human Resources Manager.

Veronica is passionate about people and culture, and she’s focused on building an environment where our team can truly thrive.

We’re delighted to have her on board as she starts this new chapter with us.

We’re looking for a financial adviser to join the team at Link Wealth Advice. This isn’t just another role where you’re ...
10/09/2025

We’re looking for a financial adviser to join the team at Link Wealth Advice.

This isn’t just another role where you’re left to hustle for leads or buried under admin.

At Link Wealth, you’ll be backed by a team who takes care of the heavy lifting so you can focus on what you do best, helping clients.

You’ll have quality people to work with, the right support behind you and a culture that values teamwork as much as results.

If you’re ready to be part of a firm that makes advice enjoyable again, we’d love to hear from you.

Apply here: https://ap1.hubs.ly/y0dW-F0

Happy Birthday to our director Josh Lee - Financial Adviser we hope you had a great birthday! 🎉Josh’s hard work and dete...
06/09/2025

Happy Birthday to our director Josh Lee - Financial Adviser we hope you had a great birthday! 🎉

Josh’s hard work and determination have shaped his journey as a director of Link Wealth, and his passion for financial literacy has made an impact not just on our clients but on people right across Australia.

From reaching millions with simple money tips on social media to leading our Beyond School program and taking financial literacy into classrooms, Josh is helping Australians build stronger financial futures.

We’re proud to have his energy and vision guiding the team and we’re excited to see what the year ahead brings.

If you haven’t already, this is your chance to support Steve Sloane - Financial Adviser and Billy Norman - Financial Adv...
05/09/2025

If you haven’t already, this is your chance to support Steve Sloane - Financial Adviser and Billy Norman - Financial Adviser in the 2025 Financial Standard Power50, recognising Australia’s most influential financial advisers.

It’s an incredible recognition of their leadership, client-first approach and the impact they’re making in financial advice.

Voting closes 8 September and every vote really does count.

Cast your vote here: https://ap1.hubs.ly/y0dC9l0

Thank you for backing our team and being part of the Link Wealth community.

27/08/2025

You don’t need crazy returns. You just need time and consistency.

Warren Buffett didn’t get rich overnight.

He lived simply, reinvested for decades, and let compound interest do the heavy lifting.

His results weren’t mind-blowing year to year, but over 60 years, they were unbeatable.

This episode of The Winner’s Playbook is a reminder that habits matter more than hype when it comes to building wealth.

Available now on Spotify, Apple Podcasts, YouTube and more.
🎧 Listen now: https://ap1.hubs.ly/y0cHsR0
👀 Watch now: https://ap1.hubs.ly/y0cHZr0

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Level 1/689 Burke Road, Camberwell
Melbourne, VIC
3124

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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