HAPPY CLIENTS
Tony is CFP qualified and has joined an elite group of financial advisers (less than 1%) that has achieved the status of Most Trusted Adviser. He is also consistently ranked as one of Sydney’s top financial planners on Adviser Ratings with over 35 five-star reviews. In 2017, Tony made the top 6 in the AFA Adviser of the Year Awards.
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Adviser Ratings puts the entire world of financial advisers at your finger tips making it easy to find the right kind of advice to suit you and your circumstances. It is an easy to use and transparent online platform which empowers customers a valuable independent mechanism of consumer feedback for the industry.
Beddoes’ Most Trusted Advisers (MTA) Network is a consumer-facing network of advisers that represent the best of the advice industry. Launched in 2014, Beddoes’ Most Trusted Adviser (MTA) Network has grown exponentially to 120 advisers. The qualifying criteria is very high – only the very best qualify and are invited to be part of the network.
"Tony has given us advice in areas including loan products, self managed super funds and managing debt. Tony is always able to explain things to me in a clear way. Through Tony's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Tony's full care and attention when I needed it. He has helped our family gain control of our debt, maximize income and structure ourselves for the best possible outcomes. With a young son we are so grateful for everything he's done for us."
Natalie
(under 35 years old)
"Tony is always able to explain things, even the very complex, in a way that both my husband and I can clearly understand. I am very confident that he always has our best interests at heart and all the advice given were right for our needs. We have been Tony's clients for 10 years and he has helped us with all our financial needs including buying investment properties, buying & selling a business & setting us up for the future. We are very grateful for his support."
Ranya
(35-45 years old)
"I have always found Tony very approachable, his knowledge is excellent and he explains things in a way that we laymen can understand. More importantly he doesn’t sugar coat things, highlights the real risks of any investment plan. My adult children’ recently learned of a significant inheritance from their uncle and I took them to see tony. He gave them sound advice, adjusted to each individual situation. They are the most important thing in my life and I would.not trust just anyone to advise them."
John
(56-65 years old)
"Tony is an excellent communicator. He is always available and helpful when we need assistance. We came in to using a financial planner completely untrusting of the industry, but our experience with Tony has turned our opinion around."
Elizabeth & Mitch
(56-65 years old)
"I've been a client of Tony's for numerous years now and have always found him attentive to our needs and always looking after our best interests. Tony has sound knowledge especially with regards to financial planning for growing families and is always willing to respond to our queries in a timely and courteous manner. I am happy to recommend Tony as a professional and experienced financial expert."
Andrew
(35-45 years old)
"Tony has been very easy to deal with, very pleasant and knowledgeable. My husband and I are preparing for retirement and Tony has been very helpful organising our superannuation. I would be very happy to recommend Tony, he explains everything every step of the way and follows through each time."
Glenda
(65+ years old)
"Tony listens to your financial goals and formulates a long term plan that is achievable. He makes the hard financial decisions you'd normally put off easy to understand explaining all the jargon with relevant examples. He's quick to respond to any queries I have. Tony a genuine and lovely guy and I'm happy to call him a friend."
Sylvia
(35-45 years old)
"Tony has that great combination of financial expertise, strong organisational skills and genuine care for his clients. As a result we have been clients of his for several years and would recommend him highly to anyone wanting to have a partner type relationship for their financial planning. Di & Neville, 2075"
Diana
(46-55 years old)
"Tony Lu is a knowledgeable financial planning advisor. He is polite with the ability to establish early client rapport. He guided us through all the stages of pre-retirement planning providing guidance along the route. We meet with him once a year to update our knowledge and seek advice. We would recommend to anyone seeking such advice."
David
(65+ years old)