Link Wealth expands into QLD with boutique firm | Australian Markets

Holistic financial planning firm, Link Wealth, has progressed its national growth plans with one other firm acquisition, this time Queensland-based boutique Xponential Advisory.

The acquisition will see Link Wealth broaden its attain in Queensland with a new workplace on the Gold Coast, permitting the firm to deal with the hole in entry to financial advice and in financial information and literacy skilled by many Queensland communities.

Xponential Advisory’s 185 shoppers will proceed to be serviced by financial adviser, Brendan Dilworth, who will come underneath the remit of Link Wealth to make sure a “seamless continuity of advice and an uninterrupted client experience”.

“We’re incredibly pleased to welcome Xponential Advisory to Link Wealth,” Stephen Sloane, Managing Director of Link Wealth, stated.

“What stood out to us wasn’t just the quality of the business, but the calibre of relationships they’ve built over time, and it’s a privilege to now support those relationships through our national network.”

The Xponential Advisory acquisition is Link Wealth’s second transaction in a matter of months, after additionally taking a 60 per cent stake in Hobart-based advisory, Sky Advisers, leveraging its four-decade historical past of financial planning.

“This is not just a change of brand, it’s a transformation in capability,” Sloane stated.

“With the assist of Link Wealth’s back-office platform Levera Solutions, we’re capable of help not solely Brendan Dilworth however future advisers that be part of the workforce to focus more time on consumer outcomes and fewer time on managing operational complexity.

“It also means we can support more people across Queensland with the advice they need, when they need it.”