Inner Wealth Solutions
About the company
Inner Wealth Solutions is a privately owned Australian financial planning practice based in Sydney. It was founded by Tony Lu in 2020. Tony Lu is a Certified Financial Planner (CFP) and has been recognised as a Most Trusted Adviser. In 2017, he was a finalist in the top six of the AFA Adviser of the Year Awards. The practice provides services in plan, protect, grow, and enjoy.
What customers say
Based on genuine customer reviews
Operating out of Sydney, New South Wales, Inner Wealth Solutions is a financial consultancy, and has accumulated 101 reviews averaging 5 out of 5. It is listed in the directory under the financial consultancy category. The rating and review count are drawn directly from the practice's public Google Business listing.
Reviews
Reviews are taken from publicly available sources.
Tony was kind, genuine and very generous with his time while giving my partner and I advice to plan for our future. As it turned out, Tony’s advice made us realise we are not ready to appoint an advisor, but if we were in the right moment to do so, we would not hesitate to appoint Tony.
Met Tony for an initial conversation and found him to be trustworthy, knowledgeable, and easy to talk to. He provided helpful general advice tailored to my situation and, importantly, wasn’t pushy about signing up for his services if they didn’t make sense for my circumstances. I appreciated the honest and client-focused approach.
Tony has been my financial adviser for a number of years and a trusted partner in helping me plan for the future. He takes the time to understand my circumstances, provides clear and thoughtful advice, and is always available when I need guidance. I particularly appreciate his ability to explain complex financial concepts in a straightforward way, giving me confidence that I’m making informed decisions. Beyond his professional expertise, Tony is also a genuinely good bloke who is approachable, trustworthy and always has his clients’ best interests at heart. I highly recommend Tony to anyone looking for professional, reliable and personalised financial advice
Tony has been my adviser for the last 7 years. He has been in the planning industry for over 20 yrs. His knowledge is amazing, takes the time to explain and review and discuss options. You will be in good hands with Tony and his team.
Tony Lu is knowledgeable, responsive, and very approachable. I had neglected my financial future and needed a guide to set me back on course. Tony was understanding and quickly sorted out my issues with sound advice and a clear action plan. It's obvious he cares about his clients. I found him extremely easy to work with. I highly recommend him.
I feel fortunate to have Tony as my financial planner at a time when I need guidance and patients. He is highly professional, proactive, exceptionally knowledgeable, and committed to his clients. He has explained everything with clarity, making the process seamless and easy to understand. I feel supported and well looked after, and I would not hesitate to recommend Tony to anyone seeking expert financial guidance.
We had a really positive experience working with Tony. From the start, he was honest, genuine, and focused purely on what was best for our family. He has always put our needs first and tailored his advice to suit our needs. It’s refreshing to work with someone you can truly trust. Highly recommend - so much so that I have referred family.
Financial advisers & planners in Sydney compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Inner Wealth Solutions (this page) | ★ 5,0 | 101 | No |
| 2 | Peak Wealth Management - Financial Advisers | ★ 5,0 | 72 | Yes |
| 3 | Independent Wealth Advice - Financial Advisor Sydney | ★ 5,0 | 22 | No |
| 4 | Montara Wealth - Sydney Financial Advisor | ★ 5,0 | 89 | Yes |
| 5 | Ethinvest | ★ 5,0 | 1 | No |
