Link Financial Services

YOUR LINK TO FINANCIAL SERVICES

Link Financial Services is consistently providing quality Statements of Advice (Financial Plans) and Portfolio Reviews which will provide strategic direction and ensure you are on the right path to achieve your financial goals and objectives.

Link Financial Services’ clients use the Portfolio Reviews to assist with making decisions and help empower them to achieve their financial goals.

From getting on track to realising your financial dreams, to making sense of your superannuation; Link Financial Services will help you map out your financial future and guide you along each step of the way.

Link Financial Services is a member of Connectus Wealth Advisers, a global consortium of boutique, client-centric financial advisers that deliver highly customized advice and bespoke client services. Connectus is a wholly owned subsidiary of Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms.

SERVICES

Link Financial Services have the responsibility to understand your financial position, your preferred financial risk profile, and your ongoing financial requirements.

Link Financial Services is able to provide advice on, and deal in, the following:

• Fixed Interest and Managed Investments
• Personal, Corporate, and DIY Superannuation
• Retirement Income planning
• Wealth Creation
• Assistance with budgeting and cash flow management
• Debentures, Stocks or Bonds issued or Proposed to be issued by Government
• Social Security Entitlements
• Wealth Protection Products and strategies
• Estate Planning
• Risk Insurance advice pertaining to life products
• Interests in Managed Investment Schemes
• Direct Shares
• Restructuring of existing loans and mortgages
• Corporate structures and establishment of discretionary trusts, unit trusts, companies and superannuation funds
• Property syndicates and floats

LINK MAY ALSO PROVIDE

A personal consultation and strategic review, at least twice a year, with your Adviser which will include:

• Review of your needs, goals and objectives
• Strategic reviews, updates and advice
• Technical and legislative development review
• Centrelink benefit planning and calculations (if applicable)
• Investment performance review
• Comprehensive investment research
• Benefit projections (if applicable)

Comprehensive management tools, including:

• Portfolio valuations
• Income and Growth reports
• Cash flow
• Lump sum tax calculations
• Implementation of recommendations resulting from reviews
• Newsletters via e-mail and normal mail discussing strategies and investments
• Priority access to participate in limited investment opportunities including property syndicates and floats on ASX
• Invitations to various seminars and corporate networking days
• Access to experts in capital raising for SME’s (including seed capital raisings)

ABOUT US

Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm. Benjamin Kohn managing director of Link Financial Services has grown to be one of the most prominent financial planning service providers in Victoria.

Its financial planning practice offers services to individual investors, businesses, accountants and also retirees.

BUSINESS STRUCTURE

Link Financial Services is built on a foundation of superior personalised client service with the goal of developing lasting relationships. Benjamin Kohn has maintained very high reputations, drawing upon a depth of experience and involvement in the financial planning profession.

Link Financial Services has the insight, skill and ability to analyse trends and respond with solid and innovative solutions in a timely and accurate manner. Link Financial Services is domiciled in Melbourne with an office in Caulfield, Victoria. Link Financial Services staff will be dedicated professionals who are highly trained and provide a wealth of experience.

Link Financial Services provides tailored solutions for executives on a professional basis that expect and receive excellence in all facets of financial planning.

SIZE OF BUSINESS OPERATIONS

Link Financial Services has funds under advice in excess of $1Billion.

The type of clients that Link Financial Services will be looking after are primarily people who are self funded retirees, self employed people and high net worth individuals. Link Financial Services is renowned for also assisting younger professionals who are looking for an adviser to help them create and accumulate wealth.