Stephen Sloane

Link Wealth has taken another decisive step in its national growth strategy, announcing the acquisition of Xponential Advisory, a boutique financial planning firm servicing more than 185 client families across Australia.

The acquisition brings with it approximately $500,000 in annual revenue, and will see Link Wealth establish a new office in Burleigh Heads, Gold Coast, expanding its footprint into Queensland.

Stephen Sloane, Managing Director of Link Wealth, said “We’re incredibly pleased to welcome Xponential Advisory to Link Wealth. 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 decision to expand into the Gold Coast was driven by a clear need for greater access to financial advice across Queensland. Many communities remain underserved, with limited access to financial support and guidance.

According to the Queensland Government’s Financial Literacy and Resilience program, there is a recognised need to improve financial knowledge and build financial capacity among Queenslanders, indicating gaps in access to financial services.

Link Wealth sees strong potential to bridge this gap by providing consistent, high-quality advice and supporting the next generation of advisers through its national platform.

This latest move comes on the heels of Link Wealth’s February 2025 acquisition of a 60 per cent stake in Sky Advisers, a Hobart-based advisory firm with a nearly four-decade legacy.

Together, these deals reflect Link Wealth’s commitment to building a national presence by partnering with like-minded firms that deliver high-quality advice and demonstrate strong long-term potential.

The firm’s financial adviser Brendan Dilworth will remain in place under the Link Wealth structure, ensuring seamless continuity of advice and an uninterrupted client experience.

“This is not just a change of brand, it’s a transformation in capability. With the support of Link Wealth’s back-office platform Levera Solutions, we’re able to help not only Brendan Dilworth but future advisers that join the team to focus more time on client outcomes and less time on managing operational complexity. It also means we can support more people across Queensland with the advice they need, when they need it.”

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Josh Lee

As the financial advice industry grapples with a growing talent shortage, Link Wealth is actively working to inspire the next generation of advisers and improve financial outcomes for young Australians through its Beyond Schools program – a free, practical financial literacy workshop aimed at year 10 to 12 students.

Since its inception, Beyond School has already reached over 300 students, with plans to extend the program across Australia over the coming years.

Josh Lee, Director of Link Wealth and leader of the program said, “The adviser shortage is real, and it’s not going to fix itself.

“We need to be proactive in showing young people that being a financial adviser is not just a job – it’s a profession where you can have a real impact on people’s lives.”

Developed to address both the national gap in financial literacy and the under-supply of new entrants into financial advice, Beyond School gives students critical skills as they enter adulthood – from budgeting and understanding superannuation to making informed decisions around debt, investments, and savings.

“For many students, this is the first time they’ve had someone explain how money actually works”, Lee said. “I want them to leave the room not only feeling more confident about managing their own finances but also realising that financial advice is a career where you can make a real difference.”

Josh’s personal journey into financial advice is central to the program’s relatable and authentic tone. Having started his career uncertain of his direction, Josh experienced first-hand the consequences of poor financial decisions before discovering the value of advice – ultimately becoming a Director of Link Wealth by age 26.

“Students need to see that it’s okay to not have it all figured out yet. My story shows that you don’t have to follow a straight path to find a meaningful and rewarding career. Financial advice isn’t just about spreadsheets; it’s about helping people live better lives.”

With over 300 students already participating in the initiative, Link Wealth aims to further scale Beyond School and work with schools across Australia to reach even more young Australians in2025 and beyond.

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Stephen Sloane

Link Wealth, a leading financial services firm, has acquired a 60% stake in Sky Advisers, a full-service financial advisory firm based in Hobart. Established in 1985, Sky Advisers has built a strong reputation for delivering high-quality financial advice. This strategic partnership reinforces Link Wealth’s commitment to partnering with firms that align with its values, growth ambitions, and focus on operational efficiency.

This acquisition marks a significant step in Link Wealth’s broader expansion strategy across Australia. Link Wealth’s growth strategy revolves around collaborating with firms that not only exhibit strong potential for growth but also demonstrate the right cultural fit across various states.

Stephen Sloane, Managing Director of Link Wealth, said: “Our strategy isn’t just about growth—it’s about meaningful growth. When the opportunity to partner with Sky Advisers arose, we immediately saw their alignment with our values and vision. While Tasmania wasn’t initially on our radar, this partnership fits seamlessly into our long-term strategic objectives across the states.”

He added: “We focus on firms that share our cultural values and commitment to delivering exceptional client outcomes. Sky Advisers is the perfect partner.”

Daniel McCarthy, Managing Director of Sky Advisers, commented: “Partnering with Link Wealth represents an exciting new chapter for our clients and team. Their growth-oriented approach, underpinned by shared values, perfectly aligns with our vision for the future. We look forward to leveraging Link Wealth’s resources and expertise to enhance the services we offer.”

The partnership will focus on advising professionals and business owners in their wealth accumulation phase, typically aged between 30 and 55.

“This demographic is at a pivotal stage where strategic financial advice can make a significant impact,” Sloane noted. “We’re passionate about providing the guidance and support needed for clients to help them achieve their financial goals in every state we operate.”

As part of the acquisition, Link Wealth will integrate its proprietary back-office solution, Levera Solutions, with Sky Advisers. This integration will streamline operations, drive efficiencies, and allow advisers to focus on client relationships while accelerating business growth.

“Levera Solutions enables us to remove the operational burden from advisers, allowing them to dedicate more time to their clients,” said Sloane. “With Levera’s support, we can rapidly scale operations, increasing adviser productivity and enabling practices to expand. The plan is to triple Sky Advisers’ business in the next year.”

Looking ahead, Link Wealth remains committed to strategic expansion, with plans to acquire additional firms in Queensland, Victoria, and other key states.

“We’re just getting started,” Sloane affirmed. “In the past 12 months, we’ve successfully acquired three firms, and we’re targeting another four in the coming year. Our goal is to empower advisory businesses with the resources, expertise, and operational efficiencies needed to thrive.”

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