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Retirement Planning - Free Discovery Meeting

The earlier you plan, the more freedom you’ll enjoy in retirement.

What are you waiting for?

Hear from our happy clients.

Richard was great to talk too, he is extremely professional, friendly and provided me with great options.
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.
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 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. Thank you Richard!
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. Most recently, his advice was invaluable during the process of buying and selling our home. We couldn’t recommend Richard more highly. Thank you!
What a difference a conversation with LINK Wealth can make! We met with Richard recently after contemplating for the longest time on whether we really needed help from a professional financial planner.

Richard was very genuine and shared great insights to optimising our personal wealth, especially as a young family. We left the meeting feeling more informed about our life choices and confident with making financial decisions ahead.
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. I highly recommend Richard to assist with ongoing financial planning.
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. She makes the whole experience feel personal and effortless.

Couldn’t recommend the LINK Wealth Advisors team more highly, they’ve been exceptional!!
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.
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.
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.
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. They took the time to go through every detail, explained my options clearly, and helped me feel confident that my family’s coverage is both appropriate and cost-effective. Their professionalism, patience, and genuine care really stood out. I highly recommend LINK Wealth to anyone looking for trustworthy and thorough financial planning advice.
My wife and I met with Richard to discuss our financial position. Richard’s understanding in investment property sets him apart from other financial planner I have ever encountered with. He also understands the importance of making sure our kids are covered too. From superannuation planning to education bond, he explains everything thoroughly, making sure that we leave the meeting with a clear plan in hand. I appreciate his work and would recommend him to anyone.
We had recently met with Richard to discuss our retirement goals and the whole experience has been extremely fulfilling. From superannuation review to planning for our kids’ future using education bond, 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 highly recommend LINK Wealth.
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. It was obvious from the start that he genuinely cared about getting the right outcomes for me.
The result? I now feel incredibly secure and confident in my financial protection. It’s such a relief knowing that if anything unexpected happens, I’m properly covered. That kind of peace of mind is priceless. If you’re looking for someone who is thorough, knowledgeable, and genuinely invested in your financial wellbeing, I highly recommend Richard and the team at Link Wealth Advisors.
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.
Richard took the time to educate us on our risk protection options and made sure our policies align with our current financial goals. We left feeling confident, informed, and very well looked after. Highly recommend his services for anyone needing expert financial advice and insurance planning.
We recently had Richard and PJ review our existing insurance policies, and the experience was nothing short of excellent. They clearly explained the strengths of our current coverage and offered thoughtful suggestions on how we could improve it further. Their combined expertise made the whole process feel informative and reassuring.

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. Highly recommended to anyone looking for expert, friendly, and great insurance advice.
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!
Obtaining advice from financial professionals can be confusing to say the least, then there’s the trust factor. 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. In addition, I received a detailed email of everything we discussed with further expansion on options that were too complex to retain at the meeting. I couldn’t recommend Richard more highly.
Andrew F is awesome to deal with. Every experience with link has been professional. I would recommend LINK to any sized business.
Andrew at Link Advisors has been a great support to me and my business with consistent and efficient service. I am always confident that Link has the best interest of my business in mind when making recommendations and offering advice. I highly recommend the services of the team at Link!
Andrew and the team have actively help me get a handle on my businesses and guided me through some difficult situations, would recommend for any type or size of business.
Andrew and Link Advisors have been handling tax matters for me for nearly five years now. They provide an exceptional service. Unlike some other firms, their tools and processes are extremely efficient. A+++
We’ve been with Link Advisors for around a year now and are quite happy with their services. They have a great team of accountants who provide exceptional service, promptly addressing all enquiries and ensuring our finances are accurate and compliant. I highly recommend Link Advisors.
I can not fault the service I get from Andrew and the team! It always a pleasure.
Andrew and Lwin take great care of all our accounting and book-keeping requirements which leaves us free to get on with business. Highly recommended team at Link
I’ve been a customer with Link Advisors for over 2 years and they’ve provided an outstanding service. A modern accountancy firm that uses the latest tech. I can concentrate on running my business without worrying about the paperwork. Highly recommend.
Been using Link for all my accounting needs for the life of my Business. They are always available and have never let me down. Great knowledge base and a good bunch of people to work with.
Could not be happier with the expertise and service from Link Advisors. Alejandra is a pleasure to deal with, and has done a brilliant job looking after our tax affairs for the past two years. Every detail is covered and explained thoroughly, the whole process has been seamless. Highly recommend!
Link are an absolute pleasure to work with. They are always so helpful in arranging everything, and the team just get things done. Small or big, they have helped out with all things accounting and business.
Very happy with Dante! He has been very helpful, patient and always fast and competent in his service. Thank you!
Chris and the team is very professional and easy to deal with!
Link advisors really made a difference in our business, their systems and communication are outstanding!
Their always keeping us updated.
Thank you guys for your good work.
Already recommended you to my fellow business owners.
Alex & Dave