Business Owner Wealth Extraction Workshop.
Running a business is demanding — but the real reward comes when your hard work starts building your wealth, not just the company’s. Our Business Owner Wealth Extraction Workshop shows you how to turn business profits into personal financial freedom, tax-effectively and strategically.
Backed by LINK Wealth’s Value Guarantee — if you don’t walk away with clear, actionable insights worth far more than the fee, we’ll refund you in full.

What the Session Covers
We’ll deep-dive into how your business, trust, and personal finances can align to grow your long-term wealth. In this strategy workshop, you’ll learn how to:
- Extract profits from your business in smarter, tax-efficient ways
- Use company or trust structures to invest beyond your trading entity
- Balance reinvestment vs. personal wealth creation
- Integrate superannuation, dividends, and investments into one plan
- Prepare your structure for future succession or sale
You’ll leave with a clear understanding of the options available to you to help turn your business into lasting wealth for you and your family!
Who Is This Workshop For?
- Established business owners and directors with retained profits
- Professionals operating through a company or trust
- Entrepreneurs planning for an exit or transition
- Anyone tired of seeing money ‘stuck’ in the business
If you’ve built success inside your company, this is how you turn it into personal wealth outside it.
Meet with a licensed adviser who will review your current structure, profit flow, and tax position.
What’s stopping you from starting today?
What You Can Expect?
- A 90-minute collaborative workshop ($660, Value Guarantee included)
- A review of your current structure, profit flow, and tax position
- Modelling of extraction and reinvestment options
- A clear understanding of the options available to build your wealth — without compromising your business
Why LINK Wealth.
30+ years experience.
LINK Wealth brings you proven strategies and insights to help you turn your business profits into personal wealth, building financial freedom beyond your company.
Tailored advice.
Count on expert guidance when it matters most. Our experienced advisers work alongside you to design strategies that align your business, investments, and personal goals — helping you extract wealth efficiently as your needs and circumstances evolve.
Your true partner.
Count on expert guidance when it matters most. Our responsive advisory team works alongside you to navigate the complexities of business ownership, adapting your wealth strategy as your goals, structure, and circumstances evolve.
Hear from our happy clients.
The reviews page →Verify on Google →36 Google reviews at 5.0 stars.
Richard has been amazing in helping me get into a position to purchase my first home. He took the time to go through my situation in detail and help set my finances up to enable me to be better prepared for the future.
Richard was an absolute pleasure to deal with. He gave us great guidance during our insurance review and really took the time to understand what suited us best. Very knowledgeable, easy to talk to, and his team was always responsive and helpful. We also appreciated the advice around our wealth planning.
Had a great planning session with Richard recently. We gained a huge amount of insight into how we can best use the equity we have in our home and explored other methods to improve not only our immediate cashflow, but also our long term wealth. Can't wait to implement these strategies. Thanks Richard.
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.
Richard has been outstanding to work with. He combines deep financial knowledge with a genuinely friendly and approachable manner, which makes discussing big decisions much easier. His guidance has helped us plan confidently for the future, and his support during our recent home sale and purchase was incredibly valuable.
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.
I have had a bad experience with Financial Planners in the past, but Richard was excellent to work with. He provided some really helpful options for us to consider, and guided us to make some important financial decisions based on facts rather than assumptions or emotions.
Richard's understanding in investment property sets him apart from other financial planners I have ever encountered. From superannuation planning to education bonds, he explains everything thoroughly, making sure that we leave the meeting with a clear plan in hand.
We had recently met with Richard to discuss our retirement goals and the whole experience has been extremely fulfilling. 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 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. Their professionalism, patience, and genuine care really stood out.
We've had an excellent experience with our financial planner, Richard. He is extremely professional, friendly, and consistently provides clear, thoughtful guidance to help us make confident financial decisions and secure our future.
Richard and the LINK Wealth team have gone above and beyond helping my family get set up here, in Australia, after moving from South Africa. I would recommend to anyone looking for sound financial advice.
Richard was great to talk too, he is extremely professional, friendly and provided me with great options.
Thank you Richard for an amazing discussion and pointers towards estate planning, super management and financial strategy. It has given us a lot to think about and we'll certainly be recommending LINK Wealth to our friends and family.
Richard has been an absolute game changer for us. He's not only brilliant at what he does, but he genuinely cares about our family's goals and future. Every meeting leaves us feeling clearer, more empowered, and excited about the path ahead. And Britt deserves her own shout-out! She is always so welcoming, patient, and on top of everything - and her coffees are second to none. Couldn't recommend the LINK Wealth Advisors team more highly, they've been exceptional!!
We've had another great experience with the team at LINK. My husband and I are looking at doing some strategic financial planning regarding super, insurance and investments. I contacted our accountant Chris to discuss and he put us in touch with Richard to get a second opinion. We were really happy with how efficient Richard was in responding to our queries and all the advice on our future plans.
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. I now feel incredibly secure and confident in my financial protection. That kind of peace of mind is priceless.
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. We left feeling confident, informed, and very well looked after.
We recently had Richard and PJ review our existing insurance policies, and the experience was nothing short of excellent. 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.
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!
Why Choose LINK Wealth?
We understand business owners because we work with them every day. Our advisers integrate accounting, lending, and investment expertise to help you keep more of what you earn and deploy it with purpose.
You’ll gain the confidence and structure to grow beyond your business — and the clarity to know exactly how to do it.
Your trusted team

Richard Leal
Managing Director · AR 327265 · BCom (FinPlan & Inv, Acc)
Richard leads the advice team and runs every LINK Wealth strategy workshop. He is an authorised representative (AR 327265) of Millennium 3 Financial Services Pty Ltd (AFSL 244252), and specialises in integrated strategies that connect property, tax, investments and superannuation: the big-picture approach the whole firm is built on.

PJ Byrne
Director · Dip FS
PJ has spent more than twenty years in life insurance and has led insurance businesses as a director and authorised representative for most of them. The Association of Financial Advisers named him one of Australia's top three advisers in 2014 and again in 2015, he has served as Queensland State Chair of the Million Dollar Round Table, and his clients have received more than $30 million in claims. Protection is his side of the table: life, TPD, income protection and trauma cover, sized against what your family and your business would actually owe.

James Webb
Director
James co-founded LINK with Chris Tinta, after years inside traditional accounting firms convinced them both that clients deserved more than a tax return and a bill at the end of the year. He is a director across the group, and the reason a LINK Wealth strategy arrives with your tax position and your lending capacity already on the table, rather than as three separate conversations with three separate firms.

Chris Tinta
Director · GradDipCA
Chris co-founded LINK with James Webb, leaving a manager's role at a chartered accounting firm to start again from nothing. He holds a Graduate Diploma of Chartered Accounting from Chartered Accountants Australia and New Zealand and directs LINK Advisors, the group's chartered accounting practice: the arm that builds and maintains the tax structure a wealth strategy has to sit inside.

Rhonda Burton
Practice Manager

Nathan Phengrasmy
Client Services
Part of something bigger
This workshop is the wealth half of Profit to Wealth™.
Extracting profit properly usually starts one step earlier, with the structure it is earned in - and the borrowing layer that lets it work once it is out. LINK runs that as one named plan across three divisions: the restructure at Advisors, the funding at Advance, and the compounding here. There is a six-question diagnostic on it that tells you which of the 2027 and 2028 changes actually reach you.
Selling, not just extracting?
If an exit is on the cards, start with the group's exits practice.
LINK's selling-your-business team handles the sale side - valuation thinking, CGT concessions, deal structure - and hands the proceeds strategy to us. Same group, one picture of your finances.
Frequently asked questions.
What does the Business Owner Wealth Extraction Workshop cost?
It is a 90-minute collaborative workshop for $660, with LINK Wealth's Value Guarantee included: if you don't walk away with clear, actionable insights worth far more than the fee, we'll refund you in full.
Who is the workshop for?
Established business owners and directors with retained profits, professionals operating through a company or trust, entrepreneurs planning for an exit or transition, and anyone tired of seeing money 'stuck' in the business.
What will I walk away with?
A review of your current structure, profit flow, and tax position, modelling of extraction and reinvestment options, and a clear understanding of the options available to build your wealth without compromising your business.
Innovative solutions. Unmatched service. Delivered as promised.
Your path to financial freedom is waiting.
The first step is a free, no-obligation consultation. We'll get to know you and your goals. Let's get started.
Call us
(07) 2101 4377Find us
Level 1, 57 Berwick Street, Fortitude Valley 4006
5.0 · based on 36 Google reviews