Chris Lane Email & Phone Number

I have more than forty years of experience in the financial services sector, having held senior management positions with national insurers and asset management companies.Today I provide financial leadership for a wide range of clients including young professionals, pre-retirees and retirees. For income-earning singles and couples embarking upon building their financial futures, I help establish savings, insurance and cash-flow management strategies tailored to their specific lifestyle and future aspirations. I am also well placed to help inform their financial decision-making around when and how to embark upon establishing an investment vehicle designed to be compatible with their needs. For pre-retirees, I provide insights designed to help prepare them for the transition into retirement. I am an accredited Self-Managed Super Fund (SMSF) adviser and am experienced in assisting individuals and couples to determine whether or not this platform may suit their investing style. Empty nesters call on me to help create a tailored financial plan for their increased disposable income. These plans are designed to be compatible with their retirement lifestyle goals. I am also equipped to assist with coordinating aged care plans, should these pre-retirees be called upon to provide financial support for aging parents or relatives. Retirees seek guidance from me about maintaining an ongoing income-stream during retirement. I also help facilitate financial plans to shore up arrangements for their aged care. Likewise, I also collaborate with accountants and lawyers to help facilitate an estate plan designed to identify and articulate how and where their enduring wealth and assets are to be distributed.If you are seeking financial leadership and guidance tailored to your personal circumstances, I invite you to contact me on (07) 3720 1299.For further information visit http://www.wealthfundamentals.com.au

Listed skills include Key Person Insurance, Superannuation, Retirement Planning, Income Protection, and 33 others.

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  Principal Adviser

  Wealth Fundamentals

  Mar 1992 - Present

  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.