Our Story
Since opening its doors in 2003, Link Financial Services has established itself as the boutique one-stop shop for clients wanting comprehensive financial service solutions. The firm is located in Melbourne, with an office in Caulfield, Victoria. Founder Benjamin Kohn is one of Australia’s leading financial service providers and has built a formidable reputation across a wide range of financial service specialisations, offering advice that address all financial needs, including self-managed superannuation funds.
Our Success
Benjamin and his team believe that it is important for Link to be at the center of its clients’ financial wellbeing. The firm’s success can be attributed to its signature commitment to maintaining the highest level of knowledge, hands-on leadership, active participation on the investment committee, and collaborative relationships with clients’ other financial specialists—lawyers, solicitors, tax professionals—all of which can be traced directly back to Benjamin’s vision and values.
Our Global Network
Link Financial Services is a member of Connectus Wealth Advisers, a global consortium of boutique, client-centric financial advisers that deliver highly customised advice and bespoke client services. Connectus is a wholly owned subsidiary of Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms. To learn more about Connectus Wealth Advisers, please visit www.connectuswealth.com.
Capabilities
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Wealth creation
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Retirement income planning
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Fixed interest & managed investments
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Asset protection
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Estate planning strategies
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Personal, corporate & self-managed superannuation
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Risk insurance advice
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Credit assistance
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Direct shares
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Dedicated to Excellence
Dedicated to maintaining education, Link Financial Services is privileged to participate in Kaplan Training, with monthly in-house training sessions on economic updates and specialised topics. We promote other ongoing education for the team, including the diploma of financial planning and the advanced diploma of financial planning.
To ensure our ability to deliver the maximum specialist and holistic advice, our teams are encouraged to attend additional education and training courses to enhance their personal and professional skills and knowledge. You can find our Continuing Professional Development policy here.