Theresa McDonald's Contact Details

Theresa McDonald's Company Details

Wealth Fundamentals

Indooroopilly, QLD, AU • 5 - 9 Employees
Financial Services

At Wealth Fundamentals we are known for providing financial leadership and advice for young professionals and business owners; individuals and couples preparing for and making the transition to life beyond the workforce; and retirees, for whom we offer ongoing advice and support for maintaining income streams designed to fund the lifestyle of their choosing.We apply our significant knowledge and experience to a proven financial planning model that is underpinned by seven wealth fundamentals to deliver a clear and comprehensive financial plan that considers your individual circumstances, needs and aspirations. Our goal is to seamlessly integrate your financial affairs to satisfy your needs now, while implementing sustainable strategies designed to create financial independence throughout your life.Wealth Fundamentals is a modern financial planning practice with more than 20 years tenure in the financial services business sector. Established in 1993 by founding 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 co-principal of Wealth Fundamentals. However, the next generation mantle also extends to our clients with Chris and Matthew 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.