You've found the missing link that your finances need

Welcome to Link Wealth! A tight knit team that know how unique and personal every money story is and are ready to work with you to make your goals into realities.


Watch our FREE training on how to get started

as a first-time investor.

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Have questions?

Phone us today on (03) 9038 8267

How can we help you?

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Retirement Plan

Ready to think about retiring?

It's all in the planning!

Learn how you can start getting a plan in place now so you have retirement fund that funds the lifestyle you want to live.

Learn More →
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Financial Planning

Earn good money but want to put your savings to use?

Ready to hit some big goals?

Or maybe you are needing clarity on your next steps.

You've come to the right place.

Get To Know Our Advisers →
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Loans + Mortgages

Purchasing your first or next home?

Maybe you're looking for a

personal or business loan? 

Whatever loan you need, we can help you get the best rates and get you to your goals quicker!

Learn How →
Explore What We Help With →

This is only the beginning of your story


Your money journey is as unique to you as your DNA — no two people will have the exact same story.


That's exactly why we don't believe that financial advice can be a one size fits all.

Whether you are gearing up to buy that first property, exploring your investing options

 or finally getting that retirement plan started...

We want to be there every step of the way!


Want to see what that looks like?

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We're here to make it

as easy as possible

We know that finance has a reputation for being

boring, confusing and can feel like a big chore.


We want to make the process of organising and

growing your wealth as smooth and easy as possible.


How? By listening, advising and educating you in all things about your money and wealth.

A newsletter for the proactive,

not the reactive.

We don’t do BS junk newsletters either.

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CLIENT TESTIMONIALS

Don’t Just Take Our Word For It...

FINANCIAL ADVICE

Our Financial Wealth Services

Our Blog

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Credit card…friend, foe or somewhere in between?

By Bohden Langdon • January 29, 2024
Did you ever hear the line “you need a credit card to build good credit”? It’s a common American belief that isn’t all that relevant here in Australia. So if you don’t need a credit card – should you get one? It can certainly be appealing with rewards points; cashback deals and free insurance on offer to entice you to sign up. So, what are some of the drawbacks? We break it down for you. We've also got a handy video below from Director and Financial Adviser Josh Lee , with his take on whether you should get a credit card.
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Setting kids up for success!

By Bohden Langdon • January 17, 2024
If you’ve got kids in your life, you may be wondering how you can set them up for success. Whether it’s your child, a younger sibling or a niece or nephew – you can play a positive role in their life, helping to educate them about money and set up them up financially for the future.
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4 money moves to make in 2024

By Aimee Croxon • January 9, 2024
Four high-impact money moves you can make in 2024 to improve your long-term financial position.

We help you answer life’s big questions and plan the important stuff without the pinstripe suits, stuffy sales pitch, and confusing jargon.

Have questions? Phone us today on (03) 9038 8267