The Financial Planning Association of Australia The Financial Planning Association of Australia

Tony Lu, CFP®


Name Tony Lu CFP®
Company Inner Wealth Solutions Pty Ltd
Address Level 7
50 Pitt Street
Sydney, NSW 2000
Phone 02 92515558
Website www.innerwealth.com.au

Mathematics has always been one of my strengths. During high school, I used to tutor students after school (Yes, I was a maths nerd). Being a "mathlete" I loved solving problems. As a tutor I would see students who were faced with problems that they couldn’t understand, and thought were impossible to solve. I really enjoyed working with them and breaking down the problems into smaller parts to obtain the right answer. The moment when you see the student’s face (“Ah-ha, I get it now”) has always made me feel that I have made a difference.

When I finished High School, I chose to study a Bachelor of Information Systems. Having completed the degree and worked in IT for a number of years, I started to question if this was the right career for me. I enjoyed IT but sitting in front of a computer without interaction with others for most of the day left me feeling unfulfilled.

At this point, I made a decision to find a career where I would be able to meet new people and help them solve their problems. This is how I came to be a financial planner. I worked at ING for many years before joined and became a part owner of an award-winning financial planning practice. I was a Senior Financial Planner there for 15 years before founding Inner Wealth.

My role as a Financial Planner is to work through my clients’ issues by breaking down the problems into smaller parts and educating them on how doing the little things will allow them to achieve the big things in life. Different to mathematics, where there is only one correct answer, financial planning can offer many solutions that may be YOUR answer. I enjoy educating and working through these options with my clients so they can realise their full potential. I am passionate about helping my clients achieve their goals through good advice. Knowing that I can make a positive impact in my client’s lives - is the reason I get out of bed every morning. Always keen to see the new challenges that awaits!

Outside of work, I’m a husband and a loving father to 3 young beautiful boys who keep me on my toes. I enjoy spending time with my lovely wife and my boys, playing basketball, camping, fishing, keeping fit and I am continuously on a journey of personal improvement. I - constantly look for ways to improve and be better to set a good example for my kids.

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