We Take You From Design to Reality....
The founder of Financial Architects, Dave Lucas, has been a financial adviser since 1981.
Dave is the lead adviser in the firm at present and is an Authorised Financial Adviser in accordance with the Financial Markets Authority.
The firm has a complete and inclusive methodology in helping people achieve their financial independence. We do this by employing a precise 6-step process that puts our client’s best interest first.
As an adviser, Dave is a member of NZ’s leading financial services body Financial Advice New Zealand and is a life member of the Million Round Table in the USA.
There is a requirement to maintain a high professional level of conduct as a member of these bodies that is above the minimum standards set by the Financial Markets Authority and the Code of Professional Conduct.
We pride ourselves on managing our advice process in such a way that you are kept up to date on a regular basis, with regular monitoring of your affairs.
Dave completed his education at Massey University in Finance and graduated with a Post Graduate Diploma in Finance, majoring in Personal Financial Planning.
Dave is the lead adviser in the firm at present and is an Authorised Financial Adviser in accordance with the Financial Markets Authority.
The firm has a complete and inclusive methodology in helping people achieve their financial independence. We do this by employing a precise 6-step process that puts our client’s best interest first.
As an adviser, Dave is a member of NZ’s leading financial services body Financial Advice New Zealand and is a life member of the Million Round Table in the USA.
There is a requirement to maintain a high professional level of conduct as a member of these bodies that is above the minimum standards set by the Financial Markets Authority and the Code of Professional Conduct.
We pride ourselves on managing our advice process in such a way that you are kept up to date on a regular basis, with regular monitoring of your affairs.
Dave completed his education at Massey University in Finance and graduated with a Post Graduate Diploma in Finance, majoring in Personal Financial Planning.
In 2017, Dave received international recognition as a Financial Planner - this is known as the certification mark CFPCM Professional.
"CERTIFIED FINANCIAL PLANNER" in itself is a common-law certification mark, which is owned outside New Zealand, by the U.S Financial Planning Standards Board Ltd (FPSB).
The Financial Advice New Zealand is the marks’ licensing authority for the CFP mark in New Zealand, through agreement with FPSB.
The CFPCM Professional mark is a world standard for financial planning professionals. This provides you further confirmation that your adviser has experience, education and knowledge to ensure you receive superior professional and competent advice.
With Dave’s strong ethic to learning, staying in touch with the global economic conditions and our philosophy of reading the climate of the markets, our advice will capture a straightforward approach to what recommendations are most suitable to you. We commit to review this initial advice you receive and if necessary, make changes as required in our periodic reviews with you.
In our day-to-day work, we use independent research from a number of major local and global research companies, to blend investment, mortgage and insurance advice that will help in your steps towards financial independence.
Our administration team follow a clear focus that you are the most important person to our firm and that we will attend to all enquiries promptly and professionally.
Our core values here at Financial Architects will see all members of the team maintain a continuing education program, so that you experience increased benefits from your relationship with us.
Learn about our Advice Process
"CERTIFIED FINANCIAL PLANNER" in itself is a common-law certification mark, which is owned outside New Zealand, by the U.S Financial Planning Standards Board Ltd (FPSB).
The Financial Advice New Zealand is the marks’ licensing authority for the CFP mark in New Zealand, through agreement with FPSB.
The CFPCM Professional mark is a world standard for financial planning professionals. This provides you further confirmation that your adviser has experience, education and knowledge to ensure you receive superior professional and competent advice.
With Dave’s strong ethic to learning, staying in touch with the global economic conditions and our philosophy of reading the climate of the markets, our advice will capture a straightforward approach to what recommendations are most suitable to you. We commit to review this initial advice you receive and if necessary, make changes as required in our periodic reviews with you.
In our day-to-day work, we use independent research from a number of major local and global research companies, to blend investment, mortgage and insurance advice that will help in your steps towards financial independence.
Our administration team follow a clear focus that you are the most important person to our firm and that we will attend to all enquiries promptly and professionally.
Our core values here at Financial Architects will see all members of the team maintain a continuing education program, so that you experience increased benefits from your relationship with us.
Learn about our Advice Process
