LINKWealth

Design the Retirement You’ve Worked For.

You’ve spent years building a career, a family, and financial security — but how do you turn all of that into a comfortable, confident retirement? Our Retirement Funding Workshop helps you map out exactly how to make your super, savings, and investments support the lifestyle you want.

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 You’ll Discover?

In this one-on-one session, we’ll take the guesswork out of retirement planning. You’ll walk away with clarity on:

  • How much you’ll need to live the life you want — and how close you are now
  • How super contributions, investments, and pensions can work together
  • Strategies to make your income last longer (and reduce tax while you’re at it)
  • Options for managing lump sums, drawdowns, and Centrelink benefits
  • How to balance lifestyle spending with growth and peace of mind

This isn’t a product pitch — it’s a practical, tailored session that gives you a clear understanding of how you are tracking towards your retirement, and what options you have to ensure you are on track.

Who Is This Workshop For?

  • Professionals or couples aged 45+ wanting to know if they’re on track
  • Pre-retirees looking to optimise contributions before stopping work
  • Retirees ready to fine-tune their income and preserve capital
  • Business owners considering a sale or exit and what comes next

In just 90 minutes, you’ll see how your money can fund your lifestyle — not just your retirement.

What’s stopping you from starting today?

How It Works?

  1. 01

    Book

    Book your $660 workshop (covered by our Value Guarantee — full refund if you don’t find it worthwhile).

  2. 02

    Model

    Meet with a licensed adviser who will model your current and projected position.

  3. 03

    Act

    Walk away with a clear understanding of how you are tracking towards retirement, and what options you have to get on track.

Your future income deserves a strategy!

Why LINK Wealth.

30+ years experience.

LINK Wealth brings you proven strategies and insights to help you turn your super, savings, and investments into a retirement you can confidently enjoy.

Tailored advice.

Count on expert guidance when it matters most. Our experienced advisers work alongside you, adapting your retirement strategy as your goals, super, and investments evolve over time.

Your true partner.

Count on expert guidance when it matters most. Our responsive advisory team works alongside you, adapting your strategy as your goals 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.
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

Why Choose LINK Wealth?

We specialise in connecting all the pieces — superannuation, investments, tax and structure — to create retirement strategies that actually work in real life.

You’ll leave this session with insight, direction, and confidence.

Your trusted retirement funding workshop team

Richard Leal, Managing Director at LINK Wealth

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 at LINK Wealth

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 at LINK Wealth

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 at LINK Wealth

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 at LINK Wealth

Rhonda Burton

Practice Manager

Nathan Phengrasmy, Client Services at LINK Wealth

Nathan Phengrasmy

Client Services

Frequently asked questions.

What does the Retirement Funding Workshop cost?

The workshop is $660, covered by LINK Wealth's Value Guarantee: a full refund if you don't find it worthwhile.

Who is the Retirement Funding Workshop for?

Professionals or couples aged 45+ wanting to know if they're on track, pre-retirees optimising contributions before stopping work, retirees fine-tuning income and preserving capital, and business owners considering a sale or exit.

What happens in the session?

You meet one-on-one with a licensed adviser who models your current and projected position, and you walk away with a clear understanding of how you are tracking towards retirement and what options you have to get on track.

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

Enquire now to secure your workshop