Matthew Lane
Financial Adviser
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About
Matthew Lane is an ASIC-registered financial adviser dedicated to helping individuals and families in Indooroopilly, QLD, and across Australia achieve their financial goals. With a Bachelor of Business (Banking and Finance) from Queensland University of Technology and a Masters of Financial Planning from Griffith University, complemented by specialist training in Self Managed Superannuation Funds and Margin Lending, Matthew possesses a robust foundation of knowledge and experience. He is also a Certified Financial Planner with the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional and ethical standards. Matthew is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in crafting tailored strategies that address each client's unique circumstances and aspirations. • Superannuation advice to optimise retirement savings • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to grow your investments • Retirement planning to secure your financial future • Investment Life Insurance • Life Risk Insurance Whether you are planning for retirement, seeking to grow your wealth, or need expert advice on superannuation and insurance, Matthew is here to guide you. Contact Matthew today to schedule a consultation and take the first step towards achieving your financial dreams.
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Frequently Asked Questions
What types of financial advice does Matthew Lane offer?
Matthew Lane provides advice on a range of financial matters, including superannuation, insurance, wealth management, retirement planning, and investment strategies. He can help you with everything from setting up a budget to planning for your retirement.
What are Matthew Lane's qualifications?
Matthew Lane holds a Bachelor of Business (Banking and Finance), a Masters of Financial Planning, and specialist certifications in Self Managed Superannuation Funds and Margin Lending. He is also a Certified Financial Planner with the Financial Advice Association of Australia (FAAA).
What is the process of working with Matthew Lane?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Matthew will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving circumstances.
How can Matthew Lane help me with my superannuation?
Matthew can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement income strategy. He can also advise on Self Managed Superannuation Funds (SMSFs).
What should I expect from my first meeting with Matthew Lane?
In your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Matthew will listen carefully and ask questions to gain a comprehensive understanding of your needs. This meeting is an opportunity for you to get to know Matthew and determine if he is the right financial adviser for you.
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