Wealth Fundamentals is a modern financial planning practice with over 30 years of experience in the financial services sector. Established in 1993 by founding retired partner Chris Lane, the practice has evolved into a next-generation business led by Principal Matthew Lane. The practice caters to young professionals, pre-retirees, and retirees, offering a proven financial planning model based on seven wealth fundamentals. The team consists of experienced Financial Advisers supported by a dedicated client services team, working together to provide high levels of support and service.
At Wealth Fundamentals, the focus is on providing financial leadership and advice tailored to individuals and couples at various stages of life, from young professionals to retirees. The goal is to integrate financial affairs seamlessly to meet current needs while implementing sustainable strategies for long-term financial independence. The practice emphasizes a bespoke approach to financial planning, addressing specific advice relevant to each client’s circumstances and life stage within a comprehensive financial plan.
The team at Wealth Fundamentals, including Financial Advisers Matthew Lane and Alec Winter, brings a wealth of experience and technical expertise to the table. Matthew Lane, a qualified financial planner and accredited Self-managed super fund adviser, leads the practice with a focus on translating financial complexities into understandable concepts. Alec Winter complements the team with diverse client experience and a track record of achieving positive financial outcomes for clients across different life stages. Together, the team works to deliver personalized financial advice and support to help clients achieve their financial goals and maintain their desired lifestyle.