Principal Adviser, Matthew Lane, from Wealth Fundamentals is the winner of the prestigious ‘Excellence in Advice’ Award presented at the 2016 Fortnum Private Wealth Awards held in July.
The Fortnum Private Wealth ‘Excellence in Advice’ Award recognises the Fortnum adviser who demonstrates the highest level of professionalism, excellence in advice delivery, outstanding business practices and a demonstrated client-first focus.
Fortnum Private Wealth Chairman Ray Miles said the ‘Excellence in Advice’ Award is the most coveted award and is one of Fortnum’s highest honours recognising an individual adviser’s commitment to ethical standards, professionalism and high quality strategic advice.”
“Matthew is certainly a well deserving recipient of this category and is highly respected by his peers and his clients,” Mr Miles said.
Chris Lane, Wealth Fundamentals Principal Adviser, Matthew’s business partner and father, believes the award is affirmation of Matthew’s ongoing commitment to building an innovative service strategy which is focused on clients and their journey towards financial independence.
“I believe it is Matthew’s commitment to ongoing education and years of significant professional accomplishments which helped secure the award. Matthew has developed a specialisation that helps young investors navigate their way to wealth through the turbulent years of managing a career and a young family.
“He really is making an enormous difference to the financial wellbeing of his clients. He has a genuine and empathetic approach and is able to translate financial complexities into easy to understand concepts, which is appreciated by our clients. Matthew’s technical knowledge and financial acumen is second to none, positioning him as a much-valued financial mentor for his clients at every stage of their lives,” said Mr Lane.
Rob Jones, CEO and Managing Director of Peloton Partners, a consultancy firm helping financial planners reach their potential, also congratulated Matthew on his vision to improve the advice process for clients. "Matthew is an outstanding adviser and leader of a firm with strong values and work ethics. He has committed to a process to further improve the business ensuring his clients and his team benefit from this. We have been very impressed with his commitment and drive to achieve this."
Matthew Lane’s professionalism and commitment is also reiterated by his clients who have many glowing tributes including:
“Matt helped us to consolidate our financial position as a couple and that enabled us to have a clearer picture of what we could comfortably achieve in the future. We felt reassured by his holistic approach that considered every aspect of our lives and helped us put in place protection measures to safeguard our family’s future.”
“We have been clients of the business for over 10 years now and are very happy with the service provided. We recently had an unforeseen financial situation that resulted in a great deal of stress for us. Matthew listened and worked with us to create an outcome that has left us minus the stress and enjoying retirement again.”
Matthew Lane, is a Certified Financial Planner. He holds a Masters Degree in Financial Planning, a Bachelor of Business (Finance) and he is an Accredited SMSF Adviser. Matthew began his financial advice career in 2005 .
The ‘Excellence in Advice’ Award was presented during the annual Fortnum Conference held on Hamilton Island in July.
For further details, contact:
Matthew Lane and Alec Winter, Wealth Fundamentals, Ph: (07) 3720 1299
www.wealthfundamentals.com.au
Lane Moses Pty Ltd ABN 56 092 186 117 trading as Wealth Fundamentals and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
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