Insights

Strong Customer Trust Link Wealth Advice boasts over 100 five-star reviews, reflecting high client satisfaction and strong word-of-mouth reputation, which can be leveraged to build trust with similar prospective clients seeking reputable financial advisory services.

Tech-Enabled Solutions Utilizing a modern tech stack including HubSpot, WP Rocket, and Gravity Forms indicates a focus on digital engagement and automation, presenting opportunities to introduce advanced fintech tools or integrations to enhance client experience and operational efficiency.

Growth and Leadership The recent appointment of a young director aged 26 suggests a dynamic leadership team open to innovative strategies, making it a suitable prospect for collaborations on innovative financial products, marketing initiatives, or strategic partnerships.

Potential Market Expansion Operating in Australia with a relatively small team, there is potential to expand services to larger markets or scale existing offerings, providing avenues for growth-focused partnerships, franchise opportunities, or referral programs.

Competitive Differentiation While competing with larger firms such as Edelman Financial Engines and Mercer Advisors, Link Wealth's emphasis on personalized, transparent advice tailored to clients' life goals presents an opportunity to develop targeted marketing campaigns or new service models aimed at clients seeking a more bespoke approach.

Link Wealth Advice Tech Stack

Link Wealth Advice uses 8 technology products and services including HubSpot Analytics, WP Rocket, JSON-LD, and more. Explore Link Wealth Advice's tech stack below.

  • HubSpot Analytics
    Analytics
  • WP Rocket
    Caching
  • JSON-LD
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Priority Hints
    Performance
  • VentraIP
    Web Hosting
  • Gravity Forms
    Web Platform Extensions

Link Wealth Advice's Email Address Formats

Link Wealth Advice uses at least 1 format(s):
Link Wealth Advice Email FormatsExamplePercentage
First@linkwealth.com.auJohn@linkwealth.com.au
50%
First@linkwealth.com.auJohn@linkwealth.com.au
50%

Frequently Asked Questions

Where is Link Wealth Advice's headquarters located?

Minus sign iconPlus sign icon
Link Wealth Advice's main headquarters is located at 689 Burke Road Level 1 Camberwell, Victoria 3124 Australia. The company has employees across 3 continents, including OceaniaAsiaNorth America.

What is Link Wealth Advice's official website and social media links?

Minus sign iconPlus sign icon
Link Wealth Advice's official website is linkwealth.com.au and has social profiles on LinkedIn.

What is Link Wealth Advice's NAICS code?

Minus sign iconPlus sign icon
Link Wealth Advice's NAICS code is 52 - Finance and Insurance.

How many employees does Link Wealth Advice have currently?

Minus sign iconPlus sign icon
As of March 2026, Link Wealth Advice has approximately 37 employees across 3 continents, including OceaniaAsiaNorth America. Key team members include Partner & Senior Adviser: F. K. C.Operations Manager: D. R.Senior Financial Adviser: B. D.. Explore Link Wealth Advice's employee directory with LeadIQ.

What industry does Link Wealth Advice belong to?

Minus sign iconPlus sign icon
Link Wealth Advice operates in the Financial Services industry.

What technology does Link Wealth Advice use?

Minus sign iconPlus sign icon
Link Wealth Advice's tech stack includes HubSpot AnalyticsWP RocketJSON-LDjQuery MigrateHubSpotPriority HintsVentraIPGravity Forms.

What is Link Wealth Advice's email format?

Minus sign iconPlus sign icon
Link Wealth Advice's email format typically follows the pattern of First@linkwealth.com.au. Find more Link Wealth Advice email formats with LeadIQ.

When was Link Wealth Advice founded?

Minus sign iconPlus sign icon
Link Wealth Advice was founded in 2012.

Link Wealth Advice

Financial ServicesVictoria, Australia11-50 Employees

It’s time to simplify your money. Once we simplify it, we can understand it. Then we can use it to build the life that you’ve always wanted.

The future can be daunting, and you don’t need more experts confusing you; especially about your finances. 
Link Wealth is all about working with you so that you walk away feeling well-informed and confident about your financial plan.

With a passionate team that truly love what they do; we can help you navigate through the financial markets, pinpoint financial blindspots, and help you make the right choices that align with your goals, values and intentions. 

Whether it’s your first house or your fifth. Whether you are in your 30s or in your 60s. If it’s your first time investing or you are a seasoned investor — Link Wealth is there every step of the way.

With over 100+ 5-star reviews on Google, see why so many people trust Link Wealth!

We’d love to hear from you, have a free 15 minute chat with one of our advisers today.

www.linkwealth.com.au

Section iconCompany Overview

Headquarters
689 Burke Road Level 1 Camberwell, Victoria 3124 Australia
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Link Wealth Advice's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Link Wealth Advice's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.