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.

How would you fix Australia’s tax system?In this episode of The Winner’s Playbook, Josh Lee - Financial Adviser and Bill...
17/07/2026

How would you fix Australia’s tax system?

In this episode of The Winner’s Playbook, Josh Lee - Financial Adviser and Billy Norman - Financial Adviser unpack the latest detail around the government’s proposed trust changes and what they could mean for business owners, investors and family groups.

They break down discretionary trusts, rollover relief, company structures, franking credits, stamp duty issues, and why restructuring may not be as simple as it sounds.

They also put their own political hats on and debate what they would change in Australia’s tax system, from income tax and GST to business incentives, housing, productivity and government spending.

The big takeaway: tax reform is never just about raising more money. It is about creating the right incentives for people to work, invest, build and grow.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/H0166Y_0
🎧 Listen now: https://ap1.hubs.ly/H0167nt0

17/07/2026

Where are Australians choosing to move offshore?

Josh and Tristan Perry discuss where Australians are choosing to move when going offshore.

Singapore is a top choice, with Hong Kong also attracting interest despite recent challenges like protests. Tristan notes that businesses in these markets are operating well, and the region, especially Southeast Asia, is appealing for Australians looking to relocate for work or lifestyle.

In this episode, Josh and Tristan explore the factors driving Australians to move overseas and the markets that are currently thriving.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/H0158PH0
🎧 Listen now: https://ap1.hubs.ly/H0158sx0

Investing for your kids is not as simple as it soundsIn this episode of The Winner’s Playbook, Josh Lee - Financial Advi...
15/07/2026

Investing for your kids is not as simple as it sounds

In this episode of The Winner’s Playbook, Josh Lee - Financial Adviser breaks down what parents need to know before investing for children under 18.

He unpacks minor tax rates, savings accounts, investment income, informal trusts, tax file numbers, investment bonds, and why the way you set things up from the start can make a big difference later.

Josh also explains how to think about your timeline, whether you are investing for school fees, a first home, a first car, or simply giving your kids a better financial head start.

The big takeaway: investing for your kids can be powerful, but the structure matters just as much as the investment itself.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/H015Fp80
🎧 Listen now: https://ap1.hubs.ly/H015Fhz0

10/07/2026

Billy and Steve discuss how business decision-making requires anticipating future trends rather than just focusing on the present. Managing cash flow, profit and loss, growth, industry changes, regulations, technology, AI, and staff expectations all require forward planning.

Decisions made today are often designed to position the business 5, 10, or even 20 years into the future, building a strategy that accounts for what is likely to happen over that timeframe.

In this episode, Billy Norman - Financial Adviser and Steve Sloane - Financial Adviser explain why predicting future trends is essential for sustainable business growth and strategic planning.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/H0145wq0
🎧 Listen now: https://ap1.hubs.ly/H0145vL0

Is it much harder to build wealth today?In this episode of The Winner’s Playbook, Josh Lee - Financial Adviser and Billy...
09/07/2026

Is it much harder to build wealth today?

In this episode of The Winner’s Playbook, Josh Lee - Financial Adviser and Billy Norman - Financial Adviser debate whether today’s generation has it harder than the generations before them when it comes to building wealth.

They unpack housing affordability, rising rents, HECS debt, tax changes, negative gearing, self-managed super fund property rules, and why the old path of getting a job, buying a home and slowly paying it off may not work the same way anymore.

They also dive into the other side of the argument, including technology, AI, online businesses, global investing, and why younger Australians may have more opportunity than ever, if they know how to use it.

The big takeaway: the old wealth-building path has changed. The opportunity is still there, but the rules are different.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/H014_j40
🎧 Listen now: https://ap1.hubs.ly/H014_760

09/07/2026

Billy and Steve discuss whether current pressures on banks affect businesses or homeowners trying to get finance. At this stage, they do not see it as a risk. Borrowing may involve more careful scrutiny for shareholders, especially for recent purchases, but overall lending remains stable. Banks would only tighten exposure if the economy experiences a significant downturn or rising unemployment.

In this episode, Billy Norman - Financial Adviser and Steve Sloane - Financial Adviser explain how bank pressures may influence lending and what factors could change the risk environment for borrowers.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/H014Y2r0
🎧 Listen now: https://ap1.hubs.ly/H014ZbH0

09/07/2026

Billy and Steve discuss how commercial lending differs from residential borrowing. Commercial lending covers anything outside standard personal loans, credit cards, or home loans. This includes lending to businesses, cash flow loans, asset purchases, and commercial property financing. Essentially, it encompasses all lending in the non-residential market.

In this episode, Billy Norman - Financial Adviser and Steve Sloane - Financial Adviser break down the basics of commercial lending, what it covers, and how it differs from borrowing for a home.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/H014Z8p0
🎧 Listen now: https://ap1.hubs.ly/H014Zcz0

07/07/2026

Capital allocation mistakes in business.

Billy and Steve discuss common mistakes businesses make when allocating capital. The worst scenario is spending money on projects or purchases that fail because proper due diligence was not done.

Paying down debt is simple and safe, and distributing profits is fine, but investing in the wrong business or building a tech solution that fails can result in significant cash loss. These errors are especially common in financial services, highlighting the importance of careful planning and decision-making.

In this episode, Billy Norman - Financial Adviser and Steve Sloane - Financial Adviser explore how to approach capital allocation, avoid costly mistakes, and make smarter investment decisions in business.

Available now on Spotify, Apple Podcasts, YouTube and more.
👀 Watch now: https://ap1.hubs.ly/H014F0c0
🎧 Listen now: https://ap1.hubs.ly/H014FPB0

Saving feels hard right now because life is genuinely more expensive.But it does not always need a huge overhaul. Someti...
07/07/2026

Saving feels hard right now because life is genuinely more expensive.

But it does not always need a huge overhaul. Sometimes the biggest shift comes from having a clear plan, small automatic habits and a goal that actually matters to you.

Start small. Stay consistent. Build momentum.

P.S. If saving feels impossible and you want a plan that fits real life, send us a message.

Disclaimer: This information is general in nature and does not take into account your personal objectives, financial situation or needs. Before making any financial decision, consider whether it is appropriate for your circumstances and seek professional advice.

After the EOFY rush, this one was well earned. The lead-up to 30 June is always a busy stretch in financial services, so...
06/07/2026

After the EOFY rush, this one was well earned.

The lead-up to 30 June is always a busy stretch in financial services, so it was good to get the Link Wealth team together for a proper reset.

We started with lunch in Docklands before heading to Prison Island, where every room brought a different challenge and a few hidden competitive streaks came out pretty quickly.

It was a fun afternoon away from the usual pace and a great way to celebrate the effort the team put in during a big EOFY period.

Everyone made it out, which feels like a win.

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