At Next Phase Wealth, we are committed to helping you secure your family’s future, grow your wealth and ensure you enjoy your lifestyle now and in retirement.
We are a boutique financial planning practice, offering financial solutions for your personal and business growth. Our approach is to work in partnership with you at each phase of your financial life, to help ensure you reach your financial goals.
Find out more about our friendly team at Next Phase Wealth
Tony Rulli and Next Phase Wealth are Authorised Representatives of Consultum Financial Advisers Pty Ltd. As the Principal Adviser with Next Phase Wealth, Tony is responsible for business development, strategic planning and identifying new investment opportunities for clients.
Tony is a Certified Financial Planner® [CFP] with a diploma in Financial Planning. He began his career in 1982 with National Mutual Life, specialising in insurance. In 1992 Tony progressed to providing advice on investment management and strategic wealth planning to individuals, families, and businesses.
Over the past 34 years, Tony has been vigilant in keeping himself updated with the ever-changing financial services industry and gaining accreditations to provide advice on Self-Managed Superannuation funds, ASX listed shares and Estate Planning.
Tony is passionate about his business and prides himself in establishing a solid understanding of each client’s goals and financial situation in order to maintain that trust.
Diane joined our office as a Paraplanner in October 2014. She holds a Bachelor of Business Degree majoring in Financial Planning.
Diane is responsible for the preparation of all advice documents, customer service and administration. She is also responsible for implementing selected strategies and ensuring clients are kept informed of the progress of their chosen strategy.
Diane worked in the Banking and Finance industry in South Africa for 14 years, before emigrating to New Zealand in 1997 and then Australia in 2002. She enjoyed being a stay at home mum to her two children before returning to the workforce in 2013.
She enjoys spending time with her family, reading, watching movies, working in the gardenand travelling.
Lena Rulli has been involved in the financial planning industry since 1993. Over the past 23 years she has performed the role of client services and office manager, being responsible for maintaining client satisfaction, overseeing administrative matter and date management to ensure the smooth running of the business.
Lena and husband Tony love to spend time with family and friends. Lena love to practice yoga and going on long walks with friends.
Anita has recently joined our team. She is responsible for social media and general office administration e.g. client communications and data entry.
Anita was previously employed by Woolworths Limited as a systems operator for over 12 years.
She has completed her Advanced Diploma of Accounting.
Anita enjoys going out for coffee with family and friends, watching movies and listening to music.
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