Link Wealth expands into QLD with boutique firm acquisition

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

The acquisition will see Link Wealth expand its reach in Queensland with a new office on the Gold Coast, allowing the firm to address the gap in access to financial advice and in financial knowledge and literacy experienced by many Queensland communities.

Xponential Advisory’s 185 clients will continue to be serviced by financial adviser, Brendan Dilworth, who will come under the remit of Link Wealth to ensure 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, said.

“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 also taking a 60 per cent stake in Hobart-based advisory, Sky Advisers, leveraging its four-decade history of financial planning.

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

“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.”