Matthew Lane

Wealth Fundamentals

Gold

21 Yrs Experience

Indooroopilly, QLD 4068

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I love working with clients to help them make smart, informed financial decisions that ensures they maximise the probability of them achieving their financial goals.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Wills & Estates

We charge a fixed fee for service based on the required upfront advice and ongoing service requirements. Our first appointment obligation and fee free and after that meeting (once enough information is collected) we will detail all fees in a Letter of Engagement

5.00 July 2022

Matt is not our first adviser but is by far the best by miles! He provides pragmatic and impartial advice. As a busy SME Owner, he has customised his service to meet my poor time availability. He speaks plain English and helps makes the most complex matters easy to understand so that I can make a choice about my investments. I wouldn't go anywhere else. Even worth the drive from the Northside! (If you are from Brisbane you will understand this speaks volumes!)