Plan for tomorrow, protect your legacy

Make sure your wealth is passed on the way you intend

Why estate planning matters

Protect your family and make sure your wishes are carried out

Estate planning isn’t just about having a will, it’s about making sure your wealth is passed on smoothly, with as little stress as possible for your loved ones.


Without the right structures, families can face unnecessary tax, disputes, or delays.


At Link Wealth, we guide you through the process and work alongside trusted estate lawyers to ensure everything is put in place correctly.


From wills and powers of attorney to binding nominations and trusts, we’ll help you clarify your wishes, structure your estate and make sure your loved ones are protected.

What working with us looks like

Step-by-step support for peace of mind

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Understand your wishes

We take the time to talk through your priorities and values.

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Design your
strategy

We map out how your wealth can be structured to protect your family.

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Work with
specialists

We connect you with experienced estate lawyers to formalise your plan.

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Keep it
up to date

We review regularly to make sure your estate plan evolves with life’s changes.

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Estate planning as part of the bigger picture


Estate planning doesn’t stand alone, it ties directly to your investments, superannuation and protection strategies.


Our advisers ensure your plan works seamlessly across your entire financial life, while estate lawyers handle the legal detail.


Together, we make sure your wealth lasts for generations.

DON'T JUST TAKE OUR WORD FOR IT

Hear from the people we’ve already helped.

 Thousands of Australians trust Link Wealth to help them make smarter money decisions. Here’s what some of them have to say about working with our team.

Ready to secure your legacy and protect your family’s future?