Matthew Lane
Income Protection Alert: Action Needed

If you are considering income protection insurance you should act now and implement your new policy before October 1, 2021 while current substantial offerings are still available.

Matthew Lane
Matthew Lane WINS 2016 'Excellence in Advice' ...

Principal Adviser, Matthew Lane, from Wealth Fundamentals is the winner of the prestigious ‘Excellence in Advice’ Award presented at the 2016 Fortnum Financial Advisers Awards held in July .

Market Update
Matthew Lane
Current Market Summary - August 2015

Over the past couple of days, there have been extreme movements in share markets both domestically and internationally.  There has been a lot of press coverage on the markets and we thought it was timely and necessary to communicate with you our views on the situation.

Wills

Will your wealth outlive you?

Protecting the fate of your finances goes well beyond your Will. Whilst your Will covers personal assets, it does not include your superannuation, life insurance and assets held in Trusts or Companies. Failure to plan for the fate of these finances could see those you love facing unnecessary costs, complications and confusions. Here, we reveal 5 key considerations for planning your Estate.