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.

08/06/2026

Past mistakes often drive property decisions today.

Josh and his guest Joey from Gameplan note that many clients come to advisors after making errors in asset selection. Common pitfalls include buying off-the-plan apartments that fail to grow in value or chasing high-yield properties in volatile markets, which can leave investors struggling to recover.

In this episode, Josh Lee - Financial Adviser and Joey discuss the most common property mistakes, why careful research and planning are critical, and how learning from past errors can set up better outcomes for future investments.

Available now on Spotify, Apple Podcasts, YouTube and more.
đź‘€ Watch now: https://ap1.hubs.ly/y0YffQ0
🎧 Listen now: https://ap1.hubs.ly/y0Yd-X0

05/06/2026

Apartments can be tricky for investors.

Josh and his guest Joey from Gameplan highlight that not all apartments are good investments. Some can generate poor growth even over long periods, and while rental yields may seem strong, the opportunity cost of tying up capital in low-growth units can be significant.

In this episode, Josh Lee - Financial Adviser and Joey discuss the common traps investors fall into with apartments, why due diligence is critical, and how to spot properties that are more likely to generate positive returns.

Available now on Spotify, Apple Podcasts, YouTube and more.
đź‘€ Watch now: https://ap1.hubs.ly/y0X-LY0
🎧 Listen now: https://ap1.hubs.ly/y0X-NJ0

Last night, Josh Lee, Brayden Duckworth and Kajani Sivanantham put the strategy notes aside for the evening and joined S...
05/06/2026

Last night, Josh Lee, Brayden Duckworth and Kajani Sivanantham put the strategy notes aside for the evening and joined Shreya Chindarkar at Financial Newswire’s Women Empowering Wealth Awards.

Shreya was named a finalist for Financial Planning Rising Star of the Year, which is such a well-deserved recognition of the work she’s been doing and the adviser she’s becoming.

No trophy this time, but plenty to be proud of. Congratulations Shreya, and congratulations to all the finalists and winners on the night.

Guessing with money is stressful because you never really know if you are on track. A clear plan gives your money direct...
04/06/2026

Guessing with money is stressful because you never really know if you are on track.

A clear plan gives your money direction. It helps you make better decisions, build consistent habits and stay focused on what actually matters long term.

P.S. If you are ready to move from guessing to planning, send us a message and let’s chat.

04/06/2026

Adding value to a property doesn’t have to be complicated.

One strategy Josh Lee - Financial Adviser and Joey often see is buying the “ugliest house on the street” with a solid structure and then making small changes, like converting a 2-bed into a 3-bed or adding an en suite. These relatively minor updates can increase rental income and boost the property’s overall equity significantly.

In this episode, Josh and Joey from Gameplan talk through simple renovations that can add serious value and improve cash flow for property investors.

Available now on Spotify, Apple Podcasts, YouTube and more.
đź‘€ Watch now: https://ap1.hubs.ly/y0XYZ50
🎧 Listen now: https://ap1.hubs.ly/y0X-zk0

03/06/2026

Buying property blind is a costly mistake.

Many people treat buying a house like shopping for clothes, spending hundreds of thousands or even millions without proper research. Josh and his guest Joey from Gameplan highlight why skipping due diligence, like not having a conveyancer check contracts or inspecting key connections, can lead to major unexpected expenses.

In this episode, Josh Lee - Financial Adviser and Joey talk about why understanding the property, the developer, and the details before committing is critical, even in a historically strong market.

Available now on Spotify, Apple Podcasts, YouTube and more.
đź‘€ Watch now: https://ap1.hubs.ly/y0X9HW0
🎧 Listen now: https://ap1.hubs.ly/y0X9G60

Are Australians about to own SpaceX without even buying it?In this episode of The Winner’s Playbook, Josh and Billy unpa...
03/06/2026

Are Australians about to own SpaceX without even buying it?

In this episode of The Winner’s Playbook, Josh and Billy unpack what could become one of the biggest investment stories in history: the potential SpaceX IPO.

They break down why Elon Musk’s space company could end up inside Australian super funds, ETFs and index funds, even if you never personally buy the shares. They also cover the hype around private companies going public, why valuation matters, and why investors need to understand the difference between paper returns and the return they actually keep.

The boys also dive into the fallout from the latest budget proposals, including capital gains tax changes, ETFs, investment bonds, trusts and why bucket companies could be in the firing line.

Available now on Spotify, Apple Podcasts, YouTube and more.
đź‘€ Watch now: https://ap1.hubs.ly/y0Xngg0
🎧 Listen now: https://ap1.hubs.ly/y0Xtbz0

The Link Wealth team is growing.We’re excited to welcome James McGuire and Cerelia Tao as our new Financial Planning Ass...
02/06/2026

The Link Wealth team is growing.

We’re excited to welcome James McGuire and Cerelia Tao as our new Financial Planning Assistants.

They’ll be right at the heart of the team, keeping things running smoothly and helping our advisers deliver the best outcomes for their clients.

Looking forward to seeing the impact they’ll make every day.

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.
đź‘€ Watch now: https://ap1.hubs.ly/y0VDPH0
🎧 Listen now: https://ap1.hubs.ly/y0VDXG0

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