Financial Planning Services

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Testimonials

Financial Architects have been a lifesaver for us, and given us hope for our retirement. We have appreciated the honest advice and guidance we have been given. Dave Lucas is very supportive and understanding as well as being a financial wizard.
                        - Alan and Biddy Groves (November 2019)

It is always great to catch up in person with Dave who explains everything so well. He is always so enthusiastic and positive. It is a pleasure to have him look after my portfolio.
                        - Jane Crosse (June 2019)
 
​We have been working with Dave for a few years now and not only do we find him to be a thoughtful, kind and thorough, professional to work with, we have fun along the way too.
This work together has changed our lives for the better, and not just financially. It’s helped us think about what’s important, what our goals are, and about looking after our health and wellbeing too.
We are also heartened that Financial Architects are working to find investment options that are socially and ecologically responsible which is a bottomline for us.
Thank you!
                       - Chriss Bull and Alison McEwen (June 2019)

Meet Our Architects

Dave Lucas 

Principal Financial Adviser

Brayden Judd

Authorised Financial Adviser

Jessica Hyde

Client Relationship Manager

Georja Kidd

Communications and Insurance Coordinator

Simon Clarke

Financial Adviser Assistant

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