Tony Lu

Inner Wealth Solutions

Gold

18 Yrs Experience

Sydney, NSW 2000

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Tony is a Senior Adviser at Inner Wealth, assisting clients to achieve their financial goals. Tony has been working in the finance industry since 2002. The accolades that Tony has been given shows the dedication that he has to helping his clients reach their future goals, including

Most Trusted Adviser 2016, 2017, 2018, 2019, 2020
Top 6 AFA Adviser of the Year 2017

Tony is married and a father of 4 boys. He enjoys action movies, almost every sport and getting outdoors with the family.

If you would like to know more about Tony please visit our website www.innerwealth.com.au

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 October 2024

My Wife and I have been in Tony’s “Care” for the past 5 years. We say “Care” due to the extremely personalized assistance Tony gives us. Advice, recommendations, an ease of explanation, understanding of our needs and outcomes, guidance to our goals are just a few examples of Tony’s special connections to our situation. We both feel that Tony always has our best interests and outcomes as a priority when dealing with us. We recommend Tony to anyone that needs guidance with their financial future.

5.00 October 2024

I have been a client of Tony & Inner Wealth for 3+ years now and I couldn’t recommend the service provided high enough. I was initially given a credible referral of Tony as a Wealth Manager, through a close confidant who had leveraged the service for over 10 years and after seeking out numerous advisers I knew he was the best fit. I have utmost confidence that my finances are in the best hands and I trust Inner Wealth to deliver against my co-authored Wealth Plan. We are in constant communication and I know I can count on Tony & Inner Wealth for any finance needs. Highly recommend this investment to deliver a ROI. Look forward to continued business together.

5.00 October 2024

I did a lot of research to try and find the right adviser, and I’m very glad I took my time and decided to work with Tony. He is excellent. I came to him with a complex brief, and he got it right away. He is very methodical and provided solutions I didn’t know were even possible.

5.00 August 2024

Tony has been a pleasure to work with and helped navigate some key strategic decisions. After 18 months working together I am further ahead than with my previous adviser or if I had of proceeded on my own.

5.00 July 2024

Have been client of Tony’s for years and his financial expertise has yielded much success. Thank you Tony for always sharing your expertise.

Adviser status Gold
Rating 4.90
Number of reviews 92
First year providing advice 2006
Years of experience 18
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English