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.

financial advice

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.

Women and Wealth: Key Financial Strategies for Securing Your Future

Women and Wealth: Key Financial Strategies for Securing Your Future

As women in Australia increasingly take control of their financial futures, it’s important to recognise the unique challenges they face—and the strategies available to overcome them. From lower superannuation balances to longer life expectancy, women must plan carefully to ensure financial security throughout their lives and into retirement.

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.