Link Wealth Advice

Link Wealth Advice At Link Wealth Advice, we offer clear practical guidance to help you make smarter financial decisions.

We take the time to understand your goals and give you the support you need to plan, grow and feel confident about your future.

Two new faces joining Link Wealth Advice.A big welcome to Daniel Mitrik and Eric Ma, who have both joined the team as Fi...
01/06/2026

Two new faces joining Link Wealth Advice.

A big welcome to Daniel Mitrik and Eric Ma, who have both joined the team as Financial Advisers.

They each bring strong experience and a genuine focus on helping clients feel more confident about the financial decisions in front of them.

Great to have you both on board. We’re excited for what’s ahead.

27/05/2026

Good financial advice is about more than just money.

A big part of financial advice is helping people think through the bigger life decisions as well. Sometimes the answer is not just investing more or earning more, it could be changing careers, downsizing, reducing pressure or simply realising you have more choice than you thought.

In this episode, Josh Lee - Financial Adviser and Billy Norman - Financial Adviser talk about how real financial planning often starts with conversations around lifestyle, purpose and happiness, not just numbers on a spreadsheet.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0VDPH0
🎧 Listen now: https://ap1.hubs.ly/y0VDXG0

The property mistake that could cost you yearsIn this episode of The Winner’s Playbook, Josh sits down with Joey from Ga...
27/05/2026

The property mistake that could cost you years

In this episode of The Winner’s Playbook, Josh sits down with Joey from Gameplan to unpack what most people get wrong about property investing.

They break down why buying property without a proper plan can be risky, how rentvesting can help some buyers get into the market sooner, what to watch for with apartments, and why commercial property is starting to get more attention after the latest budget proposals.

They also cover buyer’s agents, cash flow traps, negative gearing changes, property versus shares, and the biggest lesson for investors: don’t just buy because you can. Buy because it fits the plan.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0WsLb0
🎧 Listen now: https://ap1.hubs.ly/y0WsSG0

26/05/2026

Early retirement sounds great… until you ask “then what?”

The idea of retiring at 35 can sound exciting, but money is only one part of the equation. If all your friends and family are still working full time, and you have no purpose, structure or meaningful way to spend your time, early retirement can become a lot harder than people expect.

In this episode, Josh Lee - Financial Adviser and Billy Norman - Financial Adviser talk about the FIRE movement, why financial freedom is not the same as fulfilment and how purpose still matters long after work becomes optional.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0VDQ30
🎧 Listen now: https://ap1.hubs.ly/y0VD-90

25/05/2026

Don't wait until retirement to build a life.

A good retirement is not just about having enough money, it is also about having purpose, hobbies, relationships and things that keep you connected. If you wait until you stop working to figure all that out, you may find yourself with plenty of time but not much structure.

In this episode, Josh Lee - Financial Adviser and Billy Norman - Financial Adviser talk about why the best retirements are planned beyond the numbers and why building meaning, connection and flexibility needs to start before retirement actually begins.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0VDzH0
🎧 Listen now: https://ap1.hubs.ly/y0VDxR0

Good advice is not just about investments or super. It is about helping people feel more confident with their money day ...
25/05/2026

Good advice is not just about investments or super. It is about helping people feel more confident with their money day to day.

Hearing that Josh has helped clients better understand their finances, build confidence, and feel supported over the long term is exactly what great financial advice should do.

P.S. If you want advice that actually helps simplify your financial life, send us a message and let’s chat.

22/05/2026

AI will reward people who stay adaptable.

Nobody really knows exactly how AI will reshape jobs and industries, but one thing is clear: flexibility is going to matter more than ever. Some roles will disappear, new ones will emerge and the people willing to learn, adapt and build new skills will be in the strongest position.

In this episode, Josh Lee - Financial Adviser and Billy Norman - Financial Adviser talk about the opportunities and risks AI could create, why staying adaptable matters and how technology may help people do more rather than simply replace them.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0VFnm0
🎧 Listen now: https://ap1.hubs.ly/y0VFmt0

21/05/2026

Bucket company changes could affect business owners.

A lot of business owners use trust structures and bucket companies to manage how profits are distributed and taxed. In simple terms, it can help avoid pushing more income to someone already in a high tax bracket, while retaining profits in a company structure.

In this episode, Josh Lee - Financial Adviser and Billy Norman - Financial Adviser unpack how bucket companies work, why they are commonly used by business owners and what proposed tax changes could mean for people using these structures.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0S96f0
🎧 Listen now: https://ap1.hubs.ly/y0S8FV0

20/05/2026

Negative gearing changes could hit everyday investors.

For a lot of Australians, buying one investment property is part of the plan to build long term financial freedom. But if negative gearing rules change, investors may no longer be able to offset property losses against salary or other income in the same way.

In this episode, Josh Lee - Financial Adviser and Billy Norman - Financial Adviser unpack the proposed negative gearing changes, who could be affected and why investors need to understand the cash flow impact before buying.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0S8R-0
🎧 Listen now: https://ap1.hubs.ly/y0S95j0

Retirement is not just about how much money you have saved, it is about what kind of life you are actually building for....
19/05/2026

Retirement is not just about how much money you have saved, it is about what kind of life you are actually building for.

In this episode of The Winner’s Playbook, Josh and Billy unpack what retirement really looks like beyond the numbers, including the four types of retirees, why a big super balance does not always equal a happy retirement, and how work, purpose, relationships, health and lifestyle all play a role.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/y0SNNF0
🎧 Listen now: https://ap1.hubs.ly/y0SP7B0

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