Financial Planning Services
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Testimonials
I have known Dave since late 2007 as a financial adviser and have been a client since he started Financial Architects in Wellington. In our initial meeting, Dave did a complete review of my financial position, helped me understand my financial goals, assessed my risk appetite and indicated the sort of plan he would put in place for me. Dave provided me with a professional and comprehensive service and a final plan that I was comfortable with. I have always felt listened too and know I am getting the best advice that will achieve my goals. The service I receive in engaging with Financial Architects is Top notch! I always feel like a valued client. I would happily refer others to Financial Architects without hesitation.
- Kathy Mansell, Wellington (August 2018).
"As one of the baby boomers – otherwise known as the grey tsunami I just trusted that the Universe would deliver for me in my retirement. That was until I met Dave Lucas. Without too much effort (on my part) Dave has got me on track and I have found that sticking to my budget is actually more liberating than I thought it would be. I still have plenty of freedom, but there’s a different consciousness to my spending. It’s no longer mindless spending! If I follow my plan I can now see that I will be able to enjoy a happy, stress-free retirement."
- Heather Haines, Wellington (March 2018).
- Kathy Mansell, Wellington (August 2018).
"As one of the baby boomers – otherwise known as the grey tsunami I just trusted that the Universe would deliver for me in my retirement. That was until I met Dave Lucas. Without too much effort (on my part) Dave has got me on track and I have found that sticking to my budget is actually more liberating than I thought it would be. I still have plenty of freedom, but there’s a different consciousness to my spending. It’s no longer mindless spending! If I follow my plan I can now see that I will be able to enjoy a happy, stress-free retirement."
- Heather Haines, Wellington (March 2018).
Meet Our Architects
Dave Lucas
Founder / Director |
Brayden Judd
Registered Financial Adviser |
Alex Bullot
Adviser Assistant |
Jessica Hyde
Office Manager |
Georja Kidd
Marketing Coordinator |
