LINK
Wealth.

The long game · Wealth management

The long game, played properly.

Link Wealth turn hard work into lasting financial freedom. Financial planning built solely around business owners, with 30+ years of experience and the accountants who know your numbers in the same team.

Led by Richard Leal · Managing Director

30+

years of experience

Owners

business owners only, by design

SMSF

premises-with-super specialists

Free

discovery meeting to start

What they do

Wealth, in plain terms.

Retirement & independence planning

A real number, a real date, and the step-by-step plan that gets you there sooner.

SMSF strategy

Including the flagship move: buying your business premises inside super, coordinated with the accounting and lending teams.

Investment strategy

Business profits put to work deliberately across shares, property and super, not left idling in the trading account.

Risk & insurance

The safety net sized properly, reviewed regularly, and sold without upselling.

Why people rate them

The bits clients talk about.

01

Business owners only

Not generic financial planning. Strategies for people whose wealth is tied up in a business, and who intend to change that.

02

Own your premises through super

The standout strategy: stop renting from a landlord and buy your business premises inside your SMSF, where rent builds your retirement instead of someone else's.

03

Planned with your accountant in the room

Wealth strategy and tax strategy are the same conversation here. Most planners never meet your accountant; these ones share a kitchen.

Good questions

Before you ask.

When should a business owner start wealth planning?

The straight answer: years before you think. Structure set up early is worth multiples of returns chased late.

Can I really buy my business premises with my super?

Often, yes. It generally suits funds with around $200k or more in super and a deposit of 25-35%, with rent then paid to your own fund at market rates. The first meeting works out if it fits.

What will it cost?

Clear, agreed fees explained before anything starts, beginning with a free discovery meeting.

Start with one conversation.

Tell us where you're at - we'll bring Wealth, and anyone else the problem needs.