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.

Estate Planning

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.

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.

Life Insurance plays a key role in Estate Planning

A recent White Paper published by a leading insurance company indicates that the underinsured gap for life insurance is closing in Australia. However, Wealth Fundamentals’ advisers say that while this is an encouraging sign, there is still more to be done in educating consumers on the role of life insurance within their estate planning as a whole. In other words, what happens to insurance funds in the unfortunate event of a claim?