About Money & Wealth Management
Founded by Andrew Lane
Who We Are
Money and Wealth Management is a well-respected, innovative, and rapidly growing Financial Planning practice based in Bundaberg, Queensland. Our expertise lies in our personalised approach as your own Money and Wealth Manager so you can trust your finances are in safe hands.
What We Do
Money and Wealth Management prepare, implement, and review personalised financial strategies through carefully recommended products. We assist individuals to build and secure their money & wealth now and into retirement. Our services include business succession planning, estate planning strategies and assisting you with wealth building and protection through investments, insurance, superannuation and SMSF strategies.
How We Can Help You
At our initial meeting, we will discuss your current personal and financial circumstances, and most importantly, what you would like to achieve.
After we have gathered sufficient detail, and you’ve given us consent, we then prepare a statement of advice for you. A statement of advice provides detailed recommendations in regard to the most appropriate financial strategy, investment, and any insurance options specific to your needs, goals, and objectives. No work will be undertaken without your written authorization.
If you are looking for an extremely knowledgeable Financial Planner, you need to speak to Andrew. If you need Financial Planning Advice, you need to speak to Andrew. If you want to deal with a friendly Professional, you need to speak to Andrew. I highly recommend him!! Give him a call.
Great service and sound financial planning advice was offered by Andrew and his team. Advice give gave great insight and direction allowing me to consolidate and grow savings in an effective manner. I would strongly recommend to anyone and shall continue to use again in the future.
Andrew is very passionate about Risk Advising and is committed to ensuring people have a plan that suits them personally. He operates with integrity and the best interest of the client in mind.
PODCAST: Listen to Andrew Lane discuss his career so far, the state of financial planning in Australia, and the opportunities for financial planners around the world to break the mould and do their own thing.
Why You Should Choose Us
Andrew Lane has been a professional in the Financial Services Industry since 1987. He began his career as a Financial Adviser in Oct 2000. He has worked with small and large financial services organisations, including major banks, life insurance companies, and financial planning practices. He has also managed a successful award-winning Tourist Resort in regional Queensland.
His peers have twice awarded him for his contributions to his profession through the XY Adviser community. He is University qualified and lectures to Financial Planning students in the field of Insurance Planning at CQUniversity.
Andrew is a local family man who supports his community through local community groups including Little Athletics and charities.
How You Can Contact Us
Phone 07 4191 5400 or book ‘Your Business, Money & Wealth’ Discovery Meeting. We look forward to setting you up financially now and for the future.