Wealth Fundamentals is a modern financial planning practice with over 30 years of experience, founded in 1993 by Chris Lane. Today, under the leadership of Matthew Lane, a highly qualified financial planner and Fortnum Adviser of Year winner, we are proud to offer caring, passionate, and devoted financial advice that is tailored to your unique needs. With clients across Australia, we help professionals, couples, business owners and retirees design impactful strategies that foster progress, financial wellbeing, and better lives.
At Wealth Fundamentals, we’re more than just financial advisers — we’re partners in shaping your financial future. Matthew, along with Alec Winter and our dedicated team, is committed to providing quality strategic advice that you can rely on at every stage of life. Our team is always here to help, offering personalised support whenever you need it. We utilise The 7 Fundamentals of financial planning to craft comprehensive solutions that address both your immediate financial concerns and long-term goals.
Discover how we can help you achieve financial independence or Meet the Team to learn more about our professionals.
