Money & Wealth Management is a well-respected and rapidly growing Financial Planning practice based in Bundaberg, Queensland. With a focus on providing personalised guidance to small businesses and professionals in the Bundaberg region, the business aims to help individuals comfortably retire through prudent and easy-to-understand Financial Management. Led by founder Andrew Lane, the team carefully prepares, implements, and reviews tailored financial strategies based on each client’s unique situation, ensuring financial security and peace of mind.
At Money & Wealth Management, the services offered include business succession planning, estate planning strategies, and assistance with wealth building and protection through investments, insurance, superannuation, and SMSF strategies. The business prides itself on collaborating with other professionals such as accountants, budget and goal managers, real estate agents, and solicitors to create a comprehensive Money & Wealth Hub for clients. With a strong emphasis on maximising and growing wealth tax-effectively, Money & Wealth Management is dedicated to helping clients achieve their financial goals and objectives.
Founder Andrew Lane brings extensive experience in life insurance, client services, and superannuation since 1987 to the business. With a commitment to providing solutions that deliver tangible results, the team at Money & Wealth Management ensures that clients receive detailed recommendations tailored to their specific needs, goals, and objectives. By offering sound financial planning advice and a personalised approach to financial management, the business aims to build long-lasting relationships with clients and support them in securing their financial future.