Matthew Lane

Matthew Lane is a highly regarded financial adviser at Wealth Fundamentals, with over 21 years of experience in the financial services sector. With a background rooted in finance, Matthew has built a reputation for his ability to simplify complex financial strategies, making them accessible and meaningful to his clients. His calm and approachable demeanour has made him a trusted partner to a wide range of clients, from professionals to pre-retirees and retirees.

Matthew’s qualifications speak to his expertise. Holding a Masters Degree in Financial Planning and a Bachelor of Business (Finance), along with being a Certified Financial Planner and an accredited SMSF Adviser, he brings a deep understanding of financial structures. However, it’s not just his technical expertise that sets him apart — it’s his empathy and dedication to helping his clients achieve their financial goals. Whether it’s helping professionals manage cash flow or guiding retirees through the complexities of superannuation, Matthew’s goal is to deliver strategic advice that’s tailored to each client’s unique circumstances.

Matthew’s philosophy revolves around building long-term relationships with his clients. He understands that financial planning is not just about numbers — it’s about creating a roadmap that aligns with his clients’ values and aspirations. Whether he’s helping a  professional craft an investment strategy or working with pre-retirees to secure their financial future, Matthew approaches each situation with care and precision. His clients often describe him as someone who provides peace of mind, simplifying complex issues into easy-to-understand steps.

Outside of work, Matthew’s personal life mirrors the values he brings to his profession. He’s a family man, enjoying time with his wife Kate, their two daughters Sophie and Alice, and their King Charles Cavalier, Leo. A sports enthusiast, Matthew’s years of playing first-grade cricket taught him the importance of teamwork, focus, and perseverance — qualities that he applies to his professional life as well. He’s passionate about travelling with his family, creating memories, and staying grounded in what truly matters.

Matthew is proud to have been recognised for his work, winning the Fortnum ‘Excellence in Advice’ award in 2016 and being a finalist for Adviser of the Year in 2019 and 2024. His clients appreciate his honesty, dedication, and the personal touch he brings to every financial plan, knowing they can rely on him to guide them through life’s financial decisions with confidence.

QUALIFICATIONS

Bachelor of Business (Finance)
Masters Degree (Financial Planning)
Certified Financial Planner (CFP)
Accredited SMSF Adviser 

MEMBERSHIPS

Financial Advice Association Australia (FAAA)