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David Meffert CFP® is named in Barron’s and The Australian’s Top 150 Financial Advisers for 2025. This honour reflects his years of guiding clients with clarity, care and focus on long-term outcomes. We’re proud to have David at Linea. Reach out to David for advice here.

Preparing for parenthood brings joy and financial challenges. Ben Northwood, a Melbourne-based family financial advisor and father of two, shares practical tips to help new parents budget, access government support, protect their family's future, and plan for education costs. With real-life stories and a free budgeting tool, this guide empowers families to navigate parenthood with clarity and confidence.

We help you know how to choosing the Best Financial Advisor in Australia

Licensing isn’t red tape; it’s reassurance. In Australia, only licensed advisers can legally give personal financial advice, ensuring every recommendation meets strict professional standards. At Linea Private Wealth, we’ve seen how unlicensed guidance can derail good intentions. True advice is accountable, transparent, and built on trust -because your financial future deserves nothing less.

Financial planning is about more than money — it’s about clarity, confidence, and direction. At Linea Private Wealth, we help you connect your goals with a structured strategy that evolves as life does, guiding every decision with purpose and care.

Linea Private Wealth helps us work out When to Seek Financial Advice — 6 Moments That Matter

What Advice can Accountants give and when is it best to see a Financial Adviser. David Meffert from Linea Private Wealth weighs in to help answer the question.