LINKWealth

Helping you plan, grow, and protect your family’s wealth with confidence.

It starts with a simple conversation

  • Talk with a licensed financial adviser about how your family’s wealth can work for you
  • See if your financial plan is on track and learn steps to grow and protect your family’s assets
  • Understand how investments, savings, and other financial strategies can work together to secure your family’s future
  • Plan with clarity and confidence while reducing stress with expert guidance
Richard Leal, Managing Director at LINK Wealth

Richard Leal

Managing Director · AR 327265 · your adviser for this conversation

Book your free discovery meeting to get started.

Fill out the form below and we’ll be in touch within a few business hours to discuss your needs and set up a time for your discovery meeting.

What brings you to LINK Wealth?

When do you want to get moving?

A young family at home, planning for their future together

One plan for the whole family's finances.

Family wealth management brings every moving part of your family's finances into one strategy: investments, superannuation, insurance, education funding, property and estate planning, so decisions support each other instead of competing.

Generic, cookie-cutter solutions don't cut it. With tailored advice for your specific situation, you get strategies built for you: your family, your lifestyle, your future.

What family wealth advice covers.

Depending on your stage of life, your plan typically brings together:

  • A clear picture of your family's financial position and goals
  • Investment strategy that matches your goals, not just market trends
  • Right-fit insurance to protect your growing wealth and family (without upselling)
  • Education funding, including investment and education bonds for children
  • Inheritance planning and tax-effective wealth transfer between generations
  • Estate planning coordination so your wealth ends up where you intend

Advice that grows with your family.

Get expert guidance when you need it most with one-on-one collaboration and an agile, responsive advisory team who adapts as your goals and circumstances evolve, from first homes and growing families through to inheritance and legacy planning.

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.
SWSarah WilsonGoogle review
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.
YLYe LinGoogle review
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.
KTKate TintaGoogle review
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.
ABArdian BerishaGoogle review
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.
TWTimothy WarrenGoogle review
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.
DDebGoogle review
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.
HSHamish Sinclair-RossGoogle review
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.
LMLachlan McKinnonGoogle review
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.
HRHui Ru McKinnonGoogle review
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.
KWKelly WalkerGoogle review
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.
JWJodie WarrenGoogle review
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.
AEanuschka erasmusGoogle review
Richard was great to talk too, he is extremely professional, friendly and provided me with great options.
TSTravis SpiteriGoogle review
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.
HIhadi irwanGoogle review
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!!
M2mjd 21Google review
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.
RMRachel McMillanGoogle review
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.
EWEmma WarrenGoogle review
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.
NPNathan PGoogle review
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.
SYSu Yee NandarGoogle review
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!
JKJacob KeenanGoogle review

Frequently asked questions.

What is family wealth management?

It is a single, coordinated strategy for your family's finances: investments, super, insurance, education funding, property and estate planning managed together, so each decision supports your family's bigger goals.

Can you help us invest for our children?

Yes. Education and investment bonds are a tax-effective way to build wealth for children. Our advisers use them regularly for school fees and first-home head starts. Read our guide to children's bonds in Australia for how they work.

Do you handle inheritances?

Yes. We help families make smart, tax-effective decisions with inherited wealth: what to pay down, what to invest, super contribution opportunities and the tax traps to avoid.

What does the first meeting cost?

Nothing. Your discovery meeting is free and no-obligation. We get to know you and your goals, and you leave knowing exactly what a plan would look like.

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.

Find us

Level 1, 57 Berwick Street, Fortitude Valley 4006

5.0 · based on 36 Google reviews

Book your free discovery meeting