Through this acquisition, Link Wealth inherits a client base of 185 from Xponential Advisory, ensuring sustained service continuity as financial adviser Brendan Dilworth integrates into the Link Wealth team. This transition aims to guarantee an uninterrupted advisory experience for existing clients.
Stephen Sloane, Managing Director of Link Wealth, expressed his enthusiasm about the acquisition, highlighting the exceptional relationships cultivated by Xponential Advisory over time. Sloane emphasized the privilege of nurturing these relationships within Link Wealth’s expansive national framework.
The Xponential Advisory acquisition represents Link Wealth’s second significant transaction within a brief span, following their recent purchase of a 60 percent interest in Hobart-based Sky Advisers. This acquisition taps into Sky Advisers’ extensive four-decade financial planning legacy.
Sloane described the acquisitions as transformative, extending beyond brand change to signify enhanced capabilities. With support from Link Wealth's back-office platform, Levera Solutions, the acquisition aims to optimize advisers' focus on client outcomes, minimizing the complexities of operational tasks.
Furthermore, this strategic expansion enables Link Wealth to provide more comprehensive financial advice across Queensland, meeting increased demand and offering timely assistance to more individuals.
