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.
Accreditations
Our Client Value Proposition
Investment Philosophy
Testimonials
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.
Cyndie Vockler
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.
Paul Hedges
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.
Linda Sultmann
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 Andrew Lane
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.
Andrew Lane is Authorised Representative No. 001004180, and The Laneway to Wealth Pty Ltd (T/As Money and Wealth Management) is Corporate Authorised Representative 001283518 of InterPrac Financial Planning Pty Ltd (AFSL 246638).
Why You Should Choose Suzy Shepherd
“I believe my role is to create financial strategies and to provide support to keep you on track on your journey to a more secure financial future.”
With over 20 years experience in finance, Suzy has been a Financial Adviser around Holland Park, for 9 years and a Mortgage Broker for more than 20 years. Suzy has a special interest in providing wholistic advice and can assist with planning for home loans and investment lending, self managed super funds, ethical investments, direct shares, personal insurance and retirement planning. Suzy is the lead adviser, and will be the one starting you on your journey with your money and managing the strategies to reach your goals along the way.
With a keen interest in Australian history, Suzy is a co-owner of the Kooroongarra Historical Queensland Town Centre. Suzy and her partner are in the process of restoring the historic town center to share the history and create a tourist destination for all to share again.
Suzy has a Diploma in Financial Services, Mortgage Broking and Finance and an Advanced Diploma in Financial Planning, SMSF and Direct Shares certifications.
Authorised Representative 420270 of InterPrac Financial Planning Pty Ltd AFSL 246638.
Credit Representative 395717 of Loan Market Pty Ltd.
How You Can Contact Us
Phone 07 4151 0000 or book a ‘Your Business, Money & Wealth’ Discovery Meeting. We look forward to helping you financially now and in the future.
Not sure what your next steps should be to secure your financial future?
Schedule your 15 min no-cost or obligation discussion to see how we can best assist you.
No specific financial planning advice will be given during this initial call.
