Link Wealth Advice
About the company
What customers say
Based on genuine customer reviews
Based in Kew East, Victoria, Link Wealth Advice operates as a financial planning practice, holding a 4.9 average from 335 reviews. This directory entry classes it among local financial planners. The review count suggests an established, ongoing practice rather than a recent listing.
Reviews
Reviews are taken from publicly available sources.
I have had the pleasure of working with Brayden and Udhav for both my superannuation and personal financial planning needs, and I couldn't be happier with the service they have provided. Both Brayden and Udhav are highly knowledgeable, professional, and genuinely invested in helping their clients achieve their financial goals. They took the time to understand my financial situation, explain complex concepts in a clear and easy to understand manner, and develop strategies tailored to my individual needs. Their advice regarding my superannuation has given me greater confidence in my retirement planning, while their broader financial guidance has helped me make informed decisions about my future. Throughout the process, they have been responsive, transparent, and proactive in keeping me informed. I highly recommend Brayden and Udhav to anyone seeking trustworthy and professional financial advice. Their expertise and commitment to client success make them outstanding financial planners.
My experience with Link Wealth was excellent. I was very impressed by the professionalism, attention to detail, & friendliness displayed by Joshua, Ash, and the administration team during the advice implementation process. Overall a great experience which I will be recommending to others!
Billy has been fantastic to work with. He takes the time to genuinely understand our goals and explains everything in a way that’s clear and practical - no jargon, no pressure. He’s honest, responsive and always follows through, which gives us real confidence in the decisions we’re making. You can tell he genuinely cares about getting the best outcome. Highly recommend Billy and the team at Link Wealth.
I discovered Josh online using an unconventional method, TikTok, and was captivated by his insights, prompting me to reach out and discuss finances further. Now I've been with Link and working with Josh for a couple of years , and their service is excellent. Great advice, and I have moved everything to Link, Superannuation, investments and taxes. It's great to have one place sort it all. Highly recommend.
Josh has been an outstanding financial adviser to work with. He’s knowledgeable, approachable, and takes the time to really understand your goals before offering clear, practical advice. I always felt confident and well-informed after our conversations. Highly recommend Josh to anyone looking for trustworthy financial guidance.
I can’t recommend Josh and the Link Wealth team highly enough as financial advisers. Thanks to his advice, we now have structured savings, investments in place, and a clear path toward early retirement. He’s proactive, trustworthy, and genuinely cares about long-term outcomes.
David at Link Wealth Advice has been my financial adviser for 24 years, and I can confidently say he’s an exceptional professional. Over that time, he’s managed my superannuation, insurance and broader financial planning with a level of care and professionalism that’s hard to find. What really stood out was his support during a successful income protection claim. David was calm, positive and genuinely empathetic throughout what can be a stressful process. His experience and long-standing relationships with insurers and super funds clearly made a difference, and I always felt I had someone capable and trustworthy in my corner. David has a way of explaining things clearly without over-complicating them, which gives real confidence when making important decisions. He is measured, practical and focused on outcomes that are relevant to my family, and has always tailored his financial advice to suit our financial position and my circumstances in life. If you’re looking for a financial adviser who’s experienced, steady and genuinely committed to doing the right thing by his clients, I’d highly recommend David at Link Wealth Advice.
Financial advisers & planners in Melbourne compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | 360 Financial Strategists | ★ 5,0 | 438 | No |
| 2 | Choice Capital | ★ 5,0 | 95 | No |
| 3 | Priority1 Wealth Management Group | ★ 5,0 | 14 | No |
| 4 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 10 | No |
| 5 | Toro Wealth Financial Advice | ★ 5,0 | 8 | No |
| 12 | Link Wealth Advice (this page) | ★ 4,9 | 335 | No |

