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.

Investment strategy

Cash Flow Strategies for Retirement: Maximising Income from Investment Properties and Other Assets

Cash Flow Strategies for Retirement: Maximising Income from Investment Properties and Other Assets

Retirement is a time to enjoy the rewards of a lifetime of hard work, but managing cash flow effectively is crucial to making this phase truly fulfilling. For retirees who hold investment properties or other assets, ensuring that income streams are reliable and aligned with their lifestyle needs requires thoughtful planning.

The New Reality of Debt Management: What Investors Need to Know in a Post-Low-Rate Environment

The New Reality of Debt Management: What Investors Need to Know in a Post-Low-Rate Environment

For years, low interest rates allowed investors to fuel their wealth-building dreams with affordable borrowing, like filling a car with low-cost petrol before a long journey. However, in response to rising inflation, interest rates have climbed significantly, reshaping the road ahead.

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.

Super Challenge #2 - Get involved with your Super Investment Strategy

If your goal is to proactively grow your Super savings by tens of thousands of dollars by the time of your retirement, rather than ignore it and hope it's enough when your retirement comes around, it's time for you to get involved and take our Wealth Fundamentals “Super Challenge” and learn about, or even better, get involved with your superannuation investment strategy.