Link Wealth Advice

Last night was a well-earned celebration for several members of the Link Wealth team at Kaplan’s graduation ceremony in Melbourne.

A big congratulations to Marilena Romano on completing her Graduate Certificate, Luke McNamara and Carolyn Cranmer on completing their Graduate Diplomas, and Eric Ma AFP®, Daniel McCarthy, Udhav Jeetah and Candace Rogers on completing their Masters.

While not everyone could be there on the night, it was a good chance to celebrate what the group has achieved.

Balancing further study with the demands of working in financial advice takes real commitment, so congratulations to everyone on reaching this milestone.

If Link Wealth is going to become a household name, there’s plenty we can learn from brands that have already built that kind of recognition.

Today was a chance to do exactly that.

Josh and Bohden sat down with Sacha Zivanovic, Ro Fernandez and Justin Cilmi from Vanguard Australia.

A lot of the conversation came back to something we think about often at Link Wealth. How do you build a financial services brand that people genuinely know and trust?

It was a really valuable discussion and a good chance to hear how Vanguard approaches that challenge, while sharing some of what we’re working on at Link Wealth too.

We’re ambitious about where Link Wealth can go, and conversations like this give us plenty to think about as we keep building.

Thanks to Vanguard marketing team for making the time today, and a big thank you to Justin for organising the meeting.

Real client stories, real money lessons

In this episode of The Winner’s Playbook, Josh and Billy unpack five client scenarios that show how quickly the right strategy can change someone’s financial position.

They break down property decisions, why selling a poor-performing asset too early can sometimes backfire, and why getting a fresh view on the fundamentals matters before making a big move.

They also dive into TPD payouts, expat investing, super strategies for couples with an age gap, and how one client’s net worth grew by around $1 million in 12 months after getting clearer on their goals, structure and cash flow.

The big takeaway: good advice is not just about investments. It is about timing, structure, confidence and knowing which decisions actually move the needle.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://youtu.be/oIKmY64iNw0
🎧 Listen now: https://www.linkwealth.com.au/the-winners-playbook

Happy Birthday to Josh Lee, Director of Link Wealth! 🎉

Josh brings a lot to Link Wealth Advice, but what stands out most is the way he looks out for the people around him, whether that’s supporting the team, sharing ideas or making sure our clients are always at the centre of what we do.

We really appreciate the energy, drive and support you bring to the business and the impact you have across the team.

Hope you get the chance to enjoy the day, take a break and celebrate.

Have a great one, Josh! 🎂

The business tax traps that can get ugly fast

In this episode of The Winner’s Playbook, Josh sits down with Adam Jacobson, Accounting Principal of Link Wealth Accounting, to unpack what business owners need to know before small problems become expensive ones.

They break down company structures, family trusts, asset protection, GST registration, first-year cash flow, tax planning, and why getting the setup right from day one can save a lot of pain later.

They also dive into Division 7A loans, how business owners can accidentally end up owing money back to their company, and why delaying the issue can make it harder to fix.

The big takeaway: running a business is not just about making money. It is about structure, cash flow, tax planning and having the right advice around you before things get messy.

Available now on Spotify, Apple Podcasts, YouTube and more.

👀 Watch now: https://youtu.be/pu3p1Byj7aQ
🎧 Listen now: https://www.linkwealth.com.au/the-winners-playbook