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. The practice offers services to individual investors, businesses, accountants and also retirees.
Link Financial Services is built on a foundation of superior personalised client service with the goal of developing lasting relationships. Benjamin Kohn has maintained a very high reputation, 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 are 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.
Link Financial Services has funds under advice in excess of $1 Billion.
The type of clients that Link Financial Services assist and help are primarily people who are self funded retirees, self employed people, wealth creators and high net worth individuals. Link Financial Services is renowned for also assisting professionals who are looking for an adviser to help them create and accumulate wealth according to their personal financial goals and objectives.
Choosing the right financial adviser is a crucial decision. At Link Financial Services we do everything we can to provide you with the necessary information to help make your choice easier. We offer services to individual investors, businesses, accountants and specialise in strategic advice for self managed superannuation funds.
Link Financial Services will only recommend an investment to you after considering its suitability to your individual needs, objectives and circumstances. Link Financial Services will also provide regular reviews of your portfolio.
Link Financial Services will undertake a six step process in ensuring that a prospective client of Link Financial Services will have their needs looked after and make an educated and well informed decision.
Here’s what some of our clients’ have said about their experiences working with us.