Wealth Fundamentals is a modern financial planning practice with over 30 years tenure in the financial services business sector. Established in 1993 by founding retired partner Chris Lane, the practice has grown and evolved to become a next generation business with clients Australia wide. This is particularly true as Matthew Lane, Chris’ son and a qualified financial planner and accredited Self-managed super fund adviser, takes a leadership role as Principal of Wealth Fundamentals. However, the next generation mantle also extends to our clients with our advisers now advising many of their clients’ offspring – adult children and grandchildren.
We offer young professionals, pre-retirees and those who have already exited the workforce a proven financial planning model that addresses the 7 fundamentals of sound financial planning within a bespoke environment. It considers ‘big picture’ financial planning insights, while drilling down on specific advice appropriate for stage of life and individual circumstances. The outcome is a clearly articulated and integrated financial plan that addresses needs now, while preparing for future requirements.
Meet our two financial advisers below Matthew Lane and Alec Winter.
MATTHEW LANE
PRINCIPAL ADVISER
Tenure, technical prowess and an ability to translate financial complexities into palatable concepts – these are the skill sets that make Matthew a formidable force in the financial services sector.
Connect with Matthew
ALEC WINTER
FINANCIAL ADVISER
Financially well-rounded and astute, Alec brings diverse client experience as well as a history of achieving long term positive financial outcomes for clients, including young professionals, high net worth couples and individuals in their retirement years.
Connect with Alec
Our Team
The team at Wealth Fundamentals consists of two experienced Financial Advisers supported by our passionate and professional client services team. Together we work to deliver our clients high level of support and service.
