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Link Wealth Advice

Link Wealth Advice

4.9(335 reviews)See reviews ↓·Melbourne

About the company

Link Wealth Advice offers financial advice, lending, and accounting services under one roof. It serves professionals and families, business owners, pre-retirees and retirees, and expats and new Australians. Services include superannuation, retirement planning, tax minimisation, debt management, estate planning, investing, cashflow optimisation, and personal and asset protection. The firm follows a 6-step advice process.

Adam Jacobson was a finalist in the 2026 Accountants Daily Rising Star Awards in both the Public Accountant and Accountant Boutique Firm categories.

Shreya Chindarkar was named Financial Planning Rising Star of the Year in the Australian Women In Wealth Awards 2026 and was Highly Commended Graduate of the Year in the Women in Wealth Awards 2025. Josh Lee received a 40 Under 40 Award from INFIN and was a finalist for Innovator of the Year - Financial Advice and Adviser of the Year - SMSF in the Australian Wealth Management Awards 2025. Steve Sloane was a finalist for Executive of the Year, Financial Advice in the Australian Wealth Management Awards 2025 and was named one of the 50 Most Influential Advisers in the Financial Standard FS Power 50 Award 2025. Billy Norman was named one of the 50 Most Influential Advisers in the Financial Standard FS Power 50 Award 2025 and 2024. Link Wealth is Great Place To Work Certified from April 2025 to April 2026.

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.

Finance brokerFinancial consultantInvestment serviceMortgage brokerSuperannuation ConsultantTax consultant
Link Wealth Advice — Customer photo

Reviews

Reviews are taken from publicly available sources.

AM
aaron mervin4 June 2026

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.

OC
Orlando Coombe14 May 2026

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!

CC
C C C1 March 2026

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.

NP
Nathan Pocknall22 December 2025

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.

PP
Peter Perera19 December 2025

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.

KK
Kelly Kovacev18 December 2025

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.

AM
Aaron Mathieson17 December 2025

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.

RankProviderRatingReviewsOpen Sat.
1360 Financial Strategists★ 5,0438No
2Choice Capital★ 5,095No
3Priority1 Wealth Management Group★ 5,014No
4My Wealth Solutions - Financial Advisors & Planners★ 5,010No
5Toro Wealth Financial Advice★ 5,08No
12Link Wealth Advice (this page)★ 4,9335No
Contact
+61390388267www.linkwealth.com.au714-716 High St, Kew East VIC 3102
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed