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Link Wealth Advisors Verified Business

(25)

ABN

76 680 747 246

Rating summary

5.0
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Business contact details

Landline:(07) 21...

Address:57 Berwick Street, Fortitude Valley, QLD

Website:http://wealth.link.com.au

Year founded:2024

Opening hours

Sunday:

Closed

Monday:

8:30 AM – 5:00 PM

Tuesday:

8:30 AM – 5:00 PM

Wednesday:

8:30 AM – 5:00 PM

Thursday:

8:30 AM – 5:00 PM

Friday:

8:30 AM – 5:00 PM

Saturday:

Closed

Business description

LINK Wealth Advisors specialises in helping business owners and families build, protect, and transfer wealth with confidence. We provide tailored strategies to create financial security, minimise financial risk, and achieve both personal and professional aspirations. Our Expertise: - Wealth Creation: Customised plans to grow and optimise assets. - Risk Management: Strategies designed to safeguard your family's financial future. - Lifestyle and Retirement Planning: Support to balance work, family, and long-term retirement goals. - Business Owner Solutions: Expert advice to align personal and business finances effectively. - SMSF Setup and Strategy: Guidance to establish and manage Self-Managed Super Funds in alignment with your retirement goals. - Personal Insurances: Tailored solutions for life, TPD, trauma, and income protection policies to safeguard what matters most. - Tax-Effective Wealth Management: Strategies to minimise tax obligations and maximise financial potential. - Estate Planning and Wealth Transfer: Assistance to protect your legacy and ensure efficient transfer of assets to loved ones. With a proven track record of empowering business owners and professionals, LINK Wealth Advisors delivers comprehensive, personalised advice and solutions to achieve short- and long-term success. Our holistic approach provides clarity, confidence, and the tools needed to secure a strong financial future while enjoying life today.

Badges and awards

On Time Badge

On-Time Guarantee

Accepted payment methods

AmericanExpress

American Express

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Cash

Cheque

Cheque

Direct Deposit

Direct deposit

MasterCard Logo

Mastercard

VISA

Visa

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Qualifications

To meet our high standards, businesses are requested to provide as much company information as possible (such as ABN details and any relevant industry qualifications). Oneflare has been provided with the following details for this business:

  • ABN

    ABN - 76680747246

  • Insurance

    Professional Indemnity Insurance

    Success
  • Certification

    Certification of Authority

    Success
  • Certification

    Griffith University Acedemic Transcrpt

    Success
  • Certification

    Certification of Authority

    Success

Reminder: If your job requires a qualified or licensed tradesperson, always request details regarding any relevant professional licences before work has commenced and check those details on relevant industry databases to ensure they remain valid.

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Reviews (26)

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    Ardian B

    NEW

    Google review

    12 Sep 2025

    Richard helped me sort out my super, life insurance, plan for my first home, and set up a solid retirement plan. He is very knowledgeable and takes the time to research and explain things clearly. I now feel confident and safe that my family's future is on the right track.
    Link Wealth Advisors
    replied

    15 Sep 2025

    Thanks so much for your kind words! We’re glad Richard could help you feel confident about your future and your family’s plans. It means a lot to know you feel supported.
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    Kelly W

    NEW

    Google review

    12 Sep 2025

    I recently worked with Richard & PJ to review all my insurance policies for both myself and my kids, and I couldn’t be happier with the experience. They took the time to go through every detail, explained my options clearly, and helped me feel confident that my family’s coverage is both appropriate and cost-effective. Their professionalism, patience, and genuine care really stood out. I highly recommend LINK Wealth to anyone looking for trustworthy and thorough financial planning advice.
    Link Wealth Advisors
    replied

    15 Sep 2025

    Thank you for your generous feedback! We’re so pleased Richard and PJ could give you clarity and confidence with your family’s cover. We truly appreciate your recommendation.
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    Lachlan M

    NEW

    Google review

    09 Sep 2025

    My wife and I met with Richard to discuss our financial position. Richard's understanding in investment property sets him apart from other financial planner I have ever encountered with. He also understands the importance of making sure our kids are covered too. From superannuation planning to education bond, he explains everything thoroughly, making sure that we leave the meeting with a clear plan in hand. I appreciate his work and would recommend him to anyone.
    Link Wealth Advisors
    replied

    15 Sep 2025

    Thank you for sharing your experience! We’re so glad Richard could help you and your family feel confident with a clear plan for the future
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    Hui R

    NEW

    Google review

    09 Sep 2025

    We had recently met with Richard to discuss our retirement goals and the whole experience has been extremely fulfilling. From superannuation review to planning for our kids' future using education bond, Richard understood what is important to us, explaining everything in a way that we can both understand. He gives us the confidence to retire comfortably. I highly recommend LINK Wealth.
    Link Wealth Advisors
    replied

    15 Sep 2025

    Thank you for your kind words! We’re delighted Richard could help you feel confident about your retirement and your family’s future.
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    Emma W

    NEW

    Google review

    09 Sep 2025

    I recently had the pleasure of using Link Wealth’s services for a full insurance review, and I couldn't be more impressed. Richard took the time to go through everything in detail—life insurance, income protection, and all the fine print—making sure everything was up to date and aligned with my current needs. It was obvious from the start that he genuinely cared about getting the right outcomes for me. The result? I now feel incredibly secure and confident in my financial protection. It's such a relief knowing that if anything unexpected happens, I’m properly covered. That kind of peace of mind is priceless. If you're looking for someone who is thorough, knowledgeable, and genuinely invested in your financial wellbeing, I highly recommend Richard and the team at Link Wealth Advisors.
    Link Wealth Advisors
    replied

    15 Sep 2025

    Thank you for your thoughtful review! We’re so glad Richard could give you peace of mind and confidence in your cover—it really means a lot.
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Frequently asked questions

  • Are you an insured business and do you guarantee your work?

    Yes, LINK Wealth is fully insured, and our advice is backed by thorough research and a commitment to delivering the best possible outcomes for clients. LINK Wealth is also governed by a strict set of rules for financial planning forms. Richard Leal is a Sub-Authorised Representative (No 327265) of Link Wealth Pty Ltd. Link Wealth Pty Ltd is a Corporate Authorised Representative (No 1312767) of Millennium 3 Financial Services Pty Ltd AFSL 244252 (The Licensee).

  • How did you decide to get into your line of work?

    A passion for helping business owners and families achieve financial security and freedom inspired the decision to specialise in financial planning for business owners.

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Unique selling points

  • Right Arrow

    Business Owner Expertise: Specialising in tailored financial strategies that align business and personal goals for long-term wealth and security.

  • Right Arrow

    Holistic Solutions: Comprehensive advice addressing wealth creation, risk management, and lifestyle planning for financial clarity and confidence.

  • Right Arrow

    Family Focused: Dedicated to helping families protect and grow wealth for generations to come.

  • Right Arrow

    Personalised Approach: Every strategy is customised to meet individual aspirations and unique financial circumstances.

  • Right Arrow

    Proven Results: Trusted by professionals and business owners to deliver clear, actionable advice for lasting financial success.

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