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.

debt management

Cash Flow Strategies for Retirement: Maximising Income from Investment Properties and Other Assets

Cash Flow Strategies for Retirement: Maximising Income from Investment Properties and Other Assets

Retirement is a time to enjoy the rewards of a lifetime of hard work, but managing cash flow effectively is crucial to making this phase truly fulfilling. For retirees who hold investment properties or other assets, ensuring that income streams are reliable and aligned with their lifestyle needs requires thoughtful planning.

The New Reality of Debt Management: What Investors Need to Know in a Post-Low-Rate Environment

The New Reality of Debt Management: What Investors Need to Know in a Post-Low-Rate Environment

For years, low interest rates allowed investors to fuel their wealth-building dreams with affordable borrowing, like filling a car with low-cost petrol before a long journey. However, in response to rising inflation, interest rates have climbed significantly, reshaping the road ahead.

Frequently asked financial questions

Our ability to improve financial outcomes is based on years of experience of helping clients of all ages and stages of life… even for our most financially savvy clients.

Here we share the answers to some of our most frequently asked financial questions.

Cashing in or racking it up? Make 2020 count.

Your 40’s and 50’s are important years for making good financial decisions. While you are most likely earning a good income and enjoying your current lifestyle, have you thought about how you can continue that lifestyle in retirement, when you are no longer earning an employment income? Let’s face it, retirement isn’t that far away.

Hindsight is a wonderful thing... use ours!

Don’t wait for the benefit of hindsight when it comes to making the most of your finances.

Many people hold off seeking financial advice until they are in their pre-retirement years, but the fact is you can gain the most financially by seeking professional advice much earlier.