Link Wealth Advisors

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:

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 (21)

• Nathan P

  NEW

  Google review

  27 Aug 2025

  We recently sat down with Richard to review our personal insurance and couldn’t be happier with the experience. He was professional, approachable, and explained everything in a way that made sense—even the more complex parts of our cover. Richard took the time to educate us on our risk protection options and made sure our policies align with our current financial goals. We left feeling confident, informed, and very well looked after. Highly recommend his services for anyone needing expert financial advice and insurance planning.
  Link Wealth Advisors

  replied

  02 Sep 2025

  Thank you so much for your thoughtful feedback. We’re delighted to hear that Richard made the insurance review process clear, approachable, and tailored to your goals. His focus is always on helping clients feel confident and supported, so it’s wonderful to know that came through in your experience. We truly appreciate your recommendation and trust. It was a pleasure working with you, and we look forward to continuing to support you with your financial and insurance needs in the future.
• Su Y

  NEW

  Google review

  07 Aug 2025

  We recently had Richard and PJ review our existing insurance policies, and the experience was nothing short of excellent. They clearly explained the strengths of our current coverage and offered thoughtful suggestions on how we could improve it further. Their combined expertise made the whole process feel informative and reassuring. Richard’s depth of knowledge in risk and wealth planning, PJ’s experience and sense of humour, and Joy’s attention to detail and warm approach made for a truly well-rounded team. Highly recommended to anyone looking for expert, friendly, and great insurance advice.
  Link Wealth Advisors

  replied

  07 Aug 2025

  Thanks for the great feedback Su.
• Jacob K

  Google review

  10 Jun 2025

  Decided it was time to review my insurances to make sure I was protected. Richard was professional and knowledgeable and would highly recommend you give him a call!
  Link Wealth Advisors

  replied

  10 Jun 2025

  Thanks Jacob, much appreciated and it was a pleasure working with you!
• David J

  Google review

  27 May 2025

  I was fortunate to be recommended to both Richard and PJ for their Finance and Insurance advisory services. Both of them helped greatly with reviewing my personal situation in both areas, and options that would help me manage future risks that insurance policies would cover, and sourcing and structuring the best deal to have the right insurance that would also help me out with my after tax cashflow. Richard’s expertise really shines as someone that knows the options and strategies available across a wide spectrum of financial situations. And tactics that help achieve financial related goals. Whether it is wealth creation, family planning, Superannuation, or whatever else it is that you desire. Within 3 months, I already experienced positive changes to my personal situation that has allowed some of my outgoing after tax costs get restructured so I am able to retain more each month, provide manageable and achievable short-term goals that will lead to the long-term goals in terms of financial milestones (E.g. Savings targets, Share portfolio). A financial advisor also helps as a mentor and accountability coach. Regular touch bases ensure that things are on track, and how to pivot as things change. It’s early days, but things have improved for the better. And I’m confident in both Richard and PJ. A big thanks to them for everything. Cheers.
  Link Wealth Advisors

  replied

  29 May 2025

  Thank you so much for your thoughtful and detailed review. We’re thrilled to hear about the positive changes you’ve already experienced and that both Richard and PJ have been able to support you so meaningfully on your financial journey. It’s fantastic to know that the strategies and structures we've implemented are making a tangible difference in your day-to-day cash flow and long-term planning. We believe that great advice combines both expertise and ongoing support, so it’s great to hear that the regular check-ins and accountability are working well for you too. We truly appreciate you taking the time to share your experience and look forward to continuing to support you in achieving your financial goals.
• Deb

  Google review

  17 Jan 2025

  Obtaining advice from financial professionals can be confusing to say the least, then there’s the trust factor. An appointment with Richard was the most enlightening experience I have had to date and as an elderly woman seeking retirement knowledge I have spoken to many. Richard’s communication style was flawless, I walked away with every question answered and armed with ideas no one had ever shared with me. In addition, I received a detailed email of everything we discussed with further expansion on options that were too complex to retain at the meeting. I couldn’t recommend Richard more highly.
  Link Wealth Advisors

  replied

  17 Jan 2025

  Thank you Deb for sharing your experience! We’re so glad to hear Richard was able to provide clear and insightful advice that met your needs. It’s great to know you left feeling confident and well-informed. Your recommendation means a lot to us!

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.

Unique selling points

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

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

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

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

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