Lucas Chan

I had the pleasure of meeting Lucas to discuss my imminent retirement and how I could best navigate my super fund into a retirement pension. I had minimal knowledge and that was a worry. Could I retire as I hoped and live a comfortable life with my HESTA pension? At our meeting Lucas dispelled all my fears and concerns. He carefully explained the options and what financial plan would work best for me. He wrote it up on a whiteboard and that was very helpful. I asked many questions and Lucas listened, then answered so I could fully understand. I walked away from our meeting feeling so enlightened. I now had the knowledge and the worry-free pathway into my retirement. (We had a second meeting over Zoom today wherein Lucas explained the paperwork to open my Retirement Account.). So grateful that I met Lucas. Thank you.

Lucas was very professional. He is passionate about his work and wanting the best for his clients. I have more clarity as a result of the consultations with him.

Sze (Lucas) provided us with outstanding service and advice. He readily grasped and understood our needs and plans, and responded to the intricacies of these with informative clarity and guidance, and a statement of advice that reflected precisely what we wanted to achieve. He is engagingly warm and personable in his interactions, and highly attentive to the details of the tasks at hand. We highly recommend his services.

Sze has assisted my husband and I with planning for early retirement. We've have found Sze very approachable, professional, knowledgeable, patient and respectful. Sze performed his work with diligence and commitment. Sze was always genuinly patient to answer any question and explain any complicated matter when clarification was sought by us. We’d like to thank Sze for his service and we are happy to recommend him. Zofia and Stefan