Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
3
self-reported 2–10 band
Founded
1993
33 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
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
Specialties
All 7 specialties
- Income Planning
- Investment Planning
- Debt Management Planning
- Risk Planning
- Retirement Planning
- Aged Care Planning
- Estate Planning
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU17 Station Rd; Indooroopilly, Queensland 4068Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
3 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at Wealth Fundamentals?
3 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Wealth Fundamentals have offices?
One address on record, Australia only. Primary: 17 Station Rd, Indooroopilly, Queensland 4068.
Has Wealth Fundamentals raised funding?
None linked to this brand.
What does Wealth Fundamentals list as its specialties?
Seven tags on the brand's own list, among them estate planning, retirement planning and investment planning.
Which companies are listed alongside Wealth Fundamentals?
Seven peer profiles on record: UQ Student Managed Investment Fund and Chester Advisory.