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Link Wealth Advice

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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.

15/10/2026

We’re proud to share that Link Wealth has been named a finalist across six categories at the 2026 ifa Excellence Awards! 🎉

A big congratulations to our finalists:

🏆 Josh Lee- Network Impact Adviser of the Year
🏆 Brayden Duckworth - Adviser of the Year (Victoria)
🏆 Daniel McCarthy - Regional Adviser of the Year
🏆 Business Outcome Leader of the Year
🏆 Innovator of the Year
🏆 Marketing Program of the Year

A great result for the whole team and recognition of the work our advisers and staff put in every day to continue raising the standard of financial advice.

Congratulations to all the other finalists.

We're looking forward to the awards!

14/10/2026

A TPD payout is not the end of the process

In this episode of The Winner’s Playbook, Billy breaks down what happens when a total and permanent disability claim is approved, and why the decisions that come next can be just as important as the claim itself.

He unpacks what TPD cover is, how claims work, when to seek help, what evidence may be needed, and why rushing to withdraw the money from super can create tax and Centrelink issues.

Billy also walks through a real client-style case study showing how a TPD payout can be used to reduce financial pressure, create income, protect the family, and keep money invested for the future.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://youtu.be/Uyn1a2Zm--w
🎧 Listen now: https://www.linkwealth.com.au/the-winners-playbook

13/10/2026

We’re happy to welcome Digby Summerhill to the Link Wealth Advice team as a Financial Planning Assistant.

He’ll be working closely with our advice team and playing a key part in the work that goes into helping our advisers deliver for their clients.

Great to have you on board, Digby.

Welcome to the team.

11/10/2026

Separating the business and property asset

Josh and Marcello discuss how some industries value businesses differently from traditional property investments. They explain that in areas like aged care, the property and operating business are often connected, while sectors like childcare may separate the business operations from the underlying real estate.

They explore how buyers assess both the property value and the business value, including factors like rental income, yields, profits, and industry-specific considerations that can impact the overall valuation.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://youtu.be/UO4WXVXlpOU
🎧 Listen now: https://www.linkwealth.com.au/the-winners-playbook

07/10/2026

How much is too much to leave your kids?

In this episode of The Winner’s Playbook, Josh and Billy unpack inheritance, family wealth, and the question many parents eventually face: how much should you actually leave behind?

They break down early inheritance, helping kids with property, giving money while you are still alive, and why passing on wealth can get complicated when family situations are not equal.

They also dive into the government’s influence on super, why more Australians are looking at self-managed super funds, and the capital gains tax traps investors need to understand before selling an investment property or holiday home.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://youtu.be/iMyS3Y6UPA8
🎧 Listen now: https://www.linkwealth.com.au/the-winners-playbook

06/10/2026

The risks of private credit investing

Josh and Billy discuss why private credit should be approached carefully as part of an investment portfolio. While the asset class can offer attractive returns, they explain the importance of diversification, understanding the underlying loans, and avoiding overexposure to a single provider or investment.

They explore why investors need to balance the potential income from private credit with the risks involved and ensure they understand what they are investing in before committing capital.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://youtu.be/6YlT7fbHxPE
🎧 Listen now: https://www.linkwealth.com.au/the-winners-playbook

04/10/2026

Why some Australians look to New Zealand

Josh and Billy discuss why New Zealand has become an interesting option for Australians considering an overseas move. They explore the benefits of being able to relocate easily, lower living costs compared to some offshore destinations, and differences in tax settings, including the current treatment of capital gains.

They also discuss why New Zealand can appeal to business owners who want to explore international opportunities without moving too far from Australia, while highlighting the importance of getting proper tax advice before making any major decisions.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://youtu.be/6YlT7fbHxPE
🎧 Listen now: https://www.linkwealth.com.au/the-winners-playbook

03/10/2026

Understanding private credit investments

Josh and Billy discuss private credit as an investment option and why it has become more popular in recent years. They explain how businesses, particularly property developers, often seek funding outside traditional banks when they cannot access enough debt through standard lending channels.

They explore how private credit works, where investor money is pooled to fund projects, and why the higher returns offered by these investments often come with additional risks that investors need to understand.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://youtu.be/6YlT7fbHxPE
🎧 Listen now: https://www.linkwealth.com.au/the-winners-playbook

01/10/2026

Will AI replace your mortgage broker?

In this episode of The Broker’s Lounge, Eddie and Carlo unpack how AI is changing the finance and lending world, and what that could mean for brokers and clients.

They break down how AI can help with lending data, borrowing capacity, rate comparisons, document checks, follow-ups, file notes and faster admin.

They also dive into where human judgement still matters, from understanding a client’s goals to working through complex structures, emotional decisions, risk, strategy and the problems that do not fit neatly into a system.

The big takeaway: AI will change the role of the broker, but it will not replace the value of real advice, human judgement and a strong client relationship.

Available now on Spotify, Apple Podcasts, YouTube and more.
📺 Watch now: https://youtu.be/wbRmoDDgrao
🎧 Listen here: https://www.linkwealthfinance.com.au/the-brokers-lounge

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Disclaimer: This information is general and not personal advice.
Consider your own circumstances before making any decisions. Loan approvals are subject to lender criteria.

01/10/2026

Proposed trust changes explained

Josh and Billy discuss the latest proposed changes affecting trusts and what they could mean for existing trust structures.

They explain how the proposed rules may allow some trusts to lock in distribution arrangements, potentially avoiding the proposed 30% minimum tax rate if those arrangements remain unchanged.

They also explore how the changes could impact bucket companies and franking credits, and why the details of the final legislation will be important for business owners and investors to understand.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://youtu.be/6YlT7fbHxPE
🎧 Listen now: https://www.linkwealth.com.au/the-winners-playbook

Address

714-716 High Street, Kew East
Melbourne, VIC
3102

Opening Hours

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

Website

http://www.linkwealth.com.au/

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