Wealth Fundamentals - Indooroopilly, Queensland

Address: Level 1 - Suite 3/17 Station Rd, Indooroopilly QLD 4068, Australia.
Phone: 737201299.
Website: wealthfundamentals.com.au.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.6/5.

Location of Wealth Fundamentals

737201299

Wealth Fundamentals, located at Address: Level 1 - Suite 3/17 Station Rd, Indooroopilly QLD 4068, Australia, is a financial planning firm dedicated to helping individuals and families achieve their financial goals. With a team of experienced and qualified financial planners, Wealth Fundamentals offers personalized financial strategies tailored to each client's unique needs and circumstances.

At Wealth Fundamentals, the team understands that each client's financial situation is unique, and they work closely with clients to develop a comprehensive financial plan that considers all aspects of their financial lives. The firm's specialties include retirement planning, investment management, tax planning, and estate planning.

One of the key features of Wealth Fundamentals is their commitment to accessibility. The firm's office is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. This commitment to inclusivity is just one of the many ways that Wealth Fundamentals sets itself apart from other financial planning firms.

In addition to their physical location, Wealth Fundamentals can be reached by phone at Phone: 737201299 or through their website at Website: wealthfundamentals.com.au. The firm has received 10 reviews on Google My Business with an average opinion of 4.6/5, reflecting the high level of satisfaction among their clients.

If you are looking for a financial planner who can help you achieve your financial goals, Wealth Fundamentals is an excellent choice. Their team of experienced financial planners, personalized approach, and commitment to accessibility make them a standout in the industry. Whether you are planning for retirement, looking to invest, or seeking to manage your taxes more effectively, Wealth Fundamentals can help.

Don't wait to take control of your financial future. Contact Wealth Fundamentals today through their website or by phone to schedule a consultation and start working towards your financial goals.

Reviews of Wealth Fundamentals

Wealth Fundamentals - Indooroopilly, Queensland

Charlene Tooth

5/5

Matthew and the team at Wealth Fundamentals are incredible. A highly professional and knowledgeable firm who cater for young professionals, business owners, families and individuals to help not only create independent wealth but protect you and your family. From financial planning through to superannuation and income protection - they are a complete financial advisory firm. Above all they are reliable and personable. Highly recommend Matthew and the team to anyone interested in their diverse range of solutions.

Vicki Radcliffe

5/5

We have been clients of Wealth Fundamentals for nearly 15 years and have been very happy with Mathew Lane’s advice over this time, some of which was when we were living overseas. Matthew kept our Australian finances ticking over and, now that we have returned and retired, has given us great advice relevant to our changed circumstances.

Marjorie Booth

5/5

I started working with Matt in 2015 after I retired and he helped set up my SMSF. His advice was very timely in managing the tax implications of my super before I turned 65, something previous advisers had never addressed. I live south of Sydney yet find no issues in dealing with the team in Brisbane. Meetings are organised quarterly via phone, and Matt will come and see me when he is in Sydney. Anything I need to sign is either sent by Express Post or using Docusign. 2 years ago when I went back to work, the necessary paperwork was organised promptly for the company's superannuation payments. Nothing is too much trouble - the whole team at Wealth Fundamentals are happy to assist.
I am always happy to recommend Wealth Fundamentals for any financial advice and support.

Chris Brown

1/5

Extremely disappointed with the lack of customer service we received and decided in the end to take our business elsewhere!!

Our own piece of advice would be to "tread warily" in this space.

Dave Watkins

5/5

We have been using Wealth Fundaments for about 30 months as we have journeyed into retirement. This has involved looking at our superannuation strategy and consolidating our finances.

This has not been a straight-forward journey with Australian and international assets and a death in the family. An added complication was the need to be compliant with Australian Superannuation legislation and be recognised as a Qualifying Recognised Overseas Pension Scheme (QROPS) by the UK government.

All the way through the journey, Wealth Fundamentals has been supportive, patient and responsive. The team is knowledgeable and understands life’s ups and downs for retirees. Wealth Fundamentals have gone the ‘extra mile’ several times for us.

Wealth Fundamentals recommended partners who were able transfer my UK Pension fund to Australia promptly and provide appropriate advice that confirmed the most cost-effective strategy. This included discovering that I was also entitled to a UK State Pension.

With good early financial returns for our Self-Managed Super Fund, we have been impacted by Covid-19 and the associated market adjustments. Our strategy remains sound and we are already seeing promising signs of recovery.

We regularly observe Wealth Fundamental’s proactive management. This includes regular reviews of strategy, investment performance, cash management and estate planning.

As part of our selection process for a Financial Advisor, extensive research was conducted followed by reference checks. We have not been disappointed by our choice and we feel that we will have a comfortable retirement.

Sue Eldridge

5/5

We have been a customer of Wealth Fundamentals for a little while now. Alec Winter is the advisor that is helping us. He is very professional, thoughtful and will endeavour to answer all of our questions and more. I would recommend this company for any financial advise. We have found the price to be reasonable in comparison to other companies.

alice ho

5/5

Matthew has been invaluable with explaining and navigating through the first steps of wealth strategy and investment. The team at Wealth Fundamentals have always been friendly and efficient

Bold Marketing Communication

5/5

We thoroughly enjoy working with Wealth Fundamentals and have done so since 2014. Matt, Chris and the team are dedicated to helping their clients prepare for their future and achieve financial independence.