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Money and Wealth Management

Money and Wealth Management

5.0(3 reviews)See reviews ↓·Bundaberg

What customers say

Based on genuine customer reviews

Superannuation consultancy and investment service sit at the centre of what clients of Money and Wealth Management in Bundaberg describe, alongside wider retirement and wealth planning support. Andrew Lane is the adviser whose name appears throughout the accounts, and his technical knowledge of the financial planning industry draws consistent praise. Reviewers repeatedly note how freely he shares that expertise, giving generously of his time and making himself available whenever questions come up, with nothing treated as an inconvenience.

Another theme running through the feedback is his manner: friendly, patient and easy to talk to, which helps clients who find discussions about money uncomfortable feel at ease. Several buyers describe being listened to carefully before any recommendations are made, and the strategies that followed resolved substantial financial difficulties, one account calling the outcome commendable and professional. Beyond the initial consultation, communication is described as continuing, with clients feeling supported and cared for across their financial journey. The same professionalism and unhurried approach carry into later meetings, as circumstances change and further questions arise.

Investment serviceSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

LE
Leanne Edwards9 September 2025

I took a huge financial mess to Andrew Lane @ Money and Wealth Management, and I highly recommend him. His knowledge is invaluable, he always ,always has time for questions, nothing is a bother. Andrew is friendly, extremely easy to talk to, patient and so good at his job. His attitude to everything is commendable and professional, I can't thank him enough for the work he put in and the outcome he achieved for me.

GP
Glenis Phillips23 November 2021

Andrew brings years of experience in the financial planning industry. He is very generous in his time and very willing to share his knowledge. As a client of Andrew's, you will be cared for and supported on your financial journey. I have always found Andrew a person who communicates well and takes the time to listen to your concerns. Talking about money is difficult for many people. However you will find yourself relaxed and comfortable when talking with Andrew. He will guide through the maze of financial decisions and be there to support you every step of your journey. Andrew Lane is one of the great financial advisers!

CV
Cyndie Vockler24 May 2021

If you are looking for a 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.

Financial advisers & planners in Bundaberg compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Bundaberg are compared.

RankProviderRatingReviewsOpen Sat.
1Jess Curtis - Financial Adviser★ 5,028No
2Financial Advice Matters Bundaberg★ 5,04No
3Money and Wealth Management (this page)★ 5,03No
4Ulton Bundaberg★ 4,610No
5Northwest Financial Group★ 4,614No
Contact
+61741510000www.moneyandwealth.com.au5B/53 Woongarra St, Bundaberg Central QLD 4670
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–16:30
Friday09:00–15:30
SaturdayClosed
SundayClosed