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Read the glowing testimonials that our clients say about next phase wealth.

I have known Tony Rulli for over 30 years. I came into contact with him when I had a brief foray into the Financial Services sector. Tony has remained in this profession ever since. We have stayed friends right throughout this time. In all the time that I have known Tony I have found him to be a very experienced, knowledgeable and caring person. He has extensive and in depth insight in his chosen field and I would have no hesitation to recommend Tony to anyone seeking financial and related advice.

Kumar Bhagwandas

Founder and CEO - Alfa Marketing

If you are looking for someone who is honest, reliable and above anything else, has his clients best interests at heart, then I'd strongly recommend Tony Rulli for any financial planning and insurance advice. I've known Tony for almost 25 years, he is incredibly professional with an indisputable knowledge of the industry.

Tony Bongiorno

Owner & Director - Bongiorno Financial Advisers

I've worked with Tony in financial services for over a decade. Over this time I've seen his business grow from strength to strength based on his skillset but also extend himself to areas outside his business such as industry forums and remains engaged and relevant. His strong sense of family is to be admired and can also be seen within his business. Tony excels in maintaining the lifestyle and work balance - with his penchant for music, martial arts, fishing and the list goes on... I have only optimistic predictions for his professional career.

Sumi Putra

Consultant - Omphaloskepsis

I have had the pleasure of knowing Tony for over 10 years and always found him to be a straightforward person, who loves what he does. I have also had the pleasure of meeting a number of his clients and the common theme with them is that they think that not only is Tony a very competent planner who has helped them significantly improve their financial position, but they feel he takes an interest and cares about them as people not just clients.

Martyn Rose

Adviser - Bell Potter Securities Limited

As a Certified Financial Planner with almost 30 years experience Tony is well versed in all areas of financial planning including, strategy development, SMSF, equity portfolios and personal insurances. Tony takes great pride in the service and advice he and his team provide and is passionate about assisting clients through their financial journey. I have the utmost confidence in recommending Tony.

Leigh Sando

Regional Manager - IOOF

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