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)
- 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, Hawkes Bay (June 2019)
- Jane Crosse, Hawkes Bay (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, New South Wales (June 2019)
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, New South Wales (June 2019)
"The team at Financial Architects is welcoming and have a 'we're all in this together' attitude - most heart-warming. Dave's advice is always confident and to the point. I feel optimistic about my financial future. I feel informed about what choices are being made with my investment. It is most helpful to have the prompt communication by email setting out the next steps that were discussed in face to face meetings. I will continue to recommend Financial Architects’ firm to my friends."
- Carolyn Collis, Wellington (January 2019)
- Carolyn Collis, Wellington (January 2019)
"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)
- Kathy Mansell, Wellington (August 2018)
"Dave recently helped us with our first home purchase, given that we only had a vague idea of what to do Dave answered all of our “silly” questions and provided us with references for others that could help us in the property buying process. Dave is incredibly thorough and knowledgeable in his work and provided us with advice and guidance on many parts of our finances over and above the purchase of the house. We found Dave to be very friendly, non-judgmental, accessible and would highly recommend him to help anyone who has questions about their financial future."
- E Haley and M Weastell, Wellington
- E Haley and M Weastell, Wellington
"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)
- Heather Haines, Wellington (March 2018)
"We were introduced to Dave Lucas, Financial Planner, by our Accountants 6 years ago. Since engaging with Dave he has shown us the importance of goal setting and tracking our finances on a consistent basis. It has brought us closer to achieving our financial independence and we are very happy with our progress since this relationship started.
Dave is always in touch with the financial markets and continues to increase his competency levels which is vital for us and our outcomes. We love the regular reviews and also his bright and enthusiastic personality which is very easy to work alongside. Financial Architects has a very professional and high quality business model and we would recommend them to anyone who is keen to progress financially."
- Sandy & Chris Biggs, Auckland (July 2018)
Dave is always in touch with the financial markets and continues to increase his competency levels which is vital for us and our outcomes. We love the regular reviews and also his bright and enthusiastic personality which is very easy to work alongside. Financial Architects has a very professional and high quality business model and we would recommend them to anyone who is keen to progress financially."
- Sandy & Chris Biggs, Auckland (July 2018)
"I chose to go to Financial Architects to get out of debt, start saving, and learn the skills I need to manage my money. Within a few months I have made great progress in achieving these goals. Dave and Tim have worked closely with me, explaining things clearly all the way. I am thrilled with the results so far and can see, for the first time in my life, that a comfortable lifestyle and retirement are possible."
- Anonymous
- Anonymous
"Dave is the best financial planner I know. I am very pleased with my financial plan and long term strategy that he suggested. This plan is already helping me to achieve my financial aspirations. Dave designed and implemented flexible strategy to achieve my long-term goals. I can now manage my finances more effectively and get better value for my money. I highly recommend Financial Architects to anyone, as their services are tailored to any budget and ambitions."
- Yelena Thomas, Wellington (March 2013)
- Yelena Thomas, Wellington (March 2013)
"Dave Lucas of Financial Architects has been our financial adviser since 2004. He has a determined passion for all clients, focussing on wealth creation, stability and offering prudent advice to an extensive customer profile, within the global economy.
In our opinion, his years of experience and keeping up to date with all financial trends, compliance, within a changing financial market, are essential to obtaining the right direction and guidance.
Individuals, through to companies, engaging Dave Lucas, will quickly discover that their trust in him would not be misplaced.
We have particularly appreciated his concentration on our financial goals and uncompromising integrity in dealing with our portfolio."
- Mark & Anita Glover, Auckland (April 2018)
In our opinion, his years of experience and keeping up to date with all financial trends, compliance, within a changing financial market, are essential to obtaining the right direction and guidance.
Individuals, through to companies, engaging Dave Lucas, will quickly discover that their trust in him would not be misplaced.
We have particularly appreciated his concentration on our financial goals and uncompromising integrity in dealing with our portfolio."
- Mark & Anita Glover, Auckland (April 2018)
"We were in a financial rut after some family transitions, including having children and house renovations. After several years on one income, we were unsure of a way forward until we met Dave. He supplied a robust plan for achieving financial goals for our family. Dave sat down with us and delivered a clear and concise explanation of a sound financial path, including insurance cover, saving schemes for our children, cashflows and mortgage structures. We finally feel the relief of being guided by an experienced, dynamic and sensible adviser. We would not hesitate to recommend Dave and have already started spreading the word."
- Tim Wilton & Julia Mahony, Greytown
- Tim Wilton & Julia Mahony, Greytown
"I came to Financial Architects for comprehensive advice on how to reach my financial goals, Dave was very thorough and took my current situation into account. A very good outcome."
- Anonymous
- Anonymous
"Dave helped me with my cash flow management taking into account my goals. He structured a budget personalised to my lifestyle. Very happy with his work."
- Anonymous
- Anonymous
"I approached Financial Architects to get an update on our two previous financial planners, I was very impressed and satisfied with Dave and his team."
- Anonymous
- Anonymous
