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.

pre-retirees

End of Financial Year - What You Need To Do

If you would like the opportunity to boost your super, achieve tax efficiencies and improve your financial situation, you will need to take action before the end of the financial year on 30 June 2017.
Whether you are a young single, growing your family, a business owner, SMSF Trustee, pre-retiree or retiree, there are strategies you should consider.