Ever wondered what a financial adviser actually does? episode artwork

EPISODE · Sep 10, 2025 · 25 MIN

Ever wondered what a financial adviser actually does?

from The Winner's Playbook · host Link Wealth Advice

Send us Fan MailWhat a good financial adviser should actually help you withThere’s a lot more to financial advice than just picking a few shares or tweaking your super. In this episode of The Winner’s Playbook, Josh breaks down the eight core areas every solid financial plan should cover, no matter where you're at in life.He walks through what real holistic advice looks like, starting with your goals and then covering everything from superannuation, debt, tax, and investing, through to estate planning, personal insurance, and even the role cashflow plays in helping you stay on track. It’s the full picture, not just a quick fix.You’ll also hear how good advice ties everything together so you can build wealth, protect your family, and make smarter decisions with confidence. Whether you’re in your 30s and just starting to get serious about money or thinking about what retirement might look like, this episode gives you a clear roadmap of what to expect from a great adviser.----Want to find an Adviser that suits your financial needs:https://www.linkwealth.com.au/Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-linkJosh's TikTok:  https://www.tiktok.com/@joshleefinadv Billy's TikTok:  https://www.tiktok.com/@billynormanfp    Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified   Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide ----    General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail What a good financial adviser should actually help you with There’s a lot more to financial advice than just picking a few shares or tweaking your super. In this episode of The Winner’s Playbook, Josh breaks down the eight core areas every solid financial plan should cover, no matter where you're at in life. He walks through what real holistic advice looks like, starting with your goals and then covering everything from superannuation, debt, tax, and investing, through to est...

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Ever wondered what a financial adviser actually does?

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This episode was published on September 10, 2025.

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Send us Fan MailWhat a good financial adviser should actually help you withThere’s a lot more to financial advice than just picking a few shares or tweaking your super. In this episode of The Winner’s Playbook, Josh breaks down the eight core areas...

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