Alex Lu

Elementary Wealth

Platinum

20 Yrs Experience

Sydney, NSW 2000

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'Life is opportunity mixed with difficulty, it is the way the wind blows. All you can do is set a better sail and capitalise on favourable winds' Jim Rohn. Your choices in life are limited to product, brand or experience, why should you be limited by your financial advice provider? We are an Independent Financial Planning firm (non-bank or institution aligned) focusing on achieving the best possible outcomes for clients' and their families. Our goal is to deliver unbiased advice on financial strategies and products (vehicles) that allows you to spend more time on things that inspire you. Feel free to get in touch with us at Elementary Wealth for a review or 2nd opinion, so that your passage in life is smooth and not burdened by money or chance. Office 02 8006 6633 Mobile 0488 802 800

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets

4.75 February 2019

Very impressed! High quality service. Comfortable environment. Alex is very professional and experienced, genuinely paying attention, addressing your financial situation in depth. Excellent communication skills. Definitely would recommend for anyone who wants to get personal finance in order.

5.00 August 2018

Excellent communication

5.00 November 2017

Very thorough and good at what he does

4.75 November 2017

Alex puts the client first, often said but in Alex's case he understands the true nature of his business and that our success is linked. I can trust him.

5.00 November 2017

He's well knowledgeable and confident of what he's doing. Making myself informed of what's going to happen during my retirement. He's accommodating to my requirements and respond quickly to my queries. I think he is planning the program according to my set of objectives and my goals. The treatment he is giving me is more personal and professional. He takes note, and responsive to changes that I give and he ensure the right suggestions and recommend an appropriate solutions for my benefit. Thank you.

Adviser status Platinum
Rating 4.70
Number of reviews 19
First year providing advice 2006
Years of experience 20
Highest qualification
- Bachelor of Science
Language spoken
- English

Elementary Wealth

Level 16, 1 Martin Pl
Sydney, NSW 2000

9:00am – 5:00pm Monday – Friday

Firestone Financial Services Pty Ltd

AFSL 517950

Alex Lu

Elementary Wealth

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Elementary Wealth

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Firestone Financial Services Pty Ltd