Ever wondered what a financial adviser actually does?

Episode 79 of the The Winner's Playbook podcast, hosted by Link Wealth Advice, titled "Ever wondered what a financial adviser actually does?" was published on September 10, 2025 and runs 25 minutes.

September 10, 2025 ·25m · The Winner's Playbook

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Summary

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...

Episode Description

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 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.

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Want to find a 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-link

Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp

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Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

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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.