Lucas Barsby

Lucas assisted us in the area of Aged Care and other related finances. Lucas was lovely and a pleasure to deal with. He explained things in a language easy to understand allowing us to feel comfortable in our decision making. Lucas was recommended to us, I would definitely recommend him to others. We will also be using Lucas again in the future. Thank you so much ??

Lucas was professional and I could see he genuinely wanted to help me - rather than sell financial products. He took the time to consider and explain to me my financial situation and what I could do. I highly recommend Lucas!

Since meeting Lucas we have been confident that his advice has been in our best interest for the long-term financial and retirement goals we outlined to him. He has been available anytime we have wanted to discuss something including advice on all matters financial.

Since relocating from Sydney I have been searching for an adviser that can not only give me insights and advice, but someone that can explain WHY a recommendation is superior to other options. In short - I like detail, supported by data. Each and every time Lucas gave a recommendation it was supported by historical data and logic that I couldn’t fault. I did independent verification of every piece of advice, and time and again it proved to be aligned to my goals or thresholds for risk. He understood what I wanted, and tailored his advice to accomodate my requirements. Exactly what I want - a professional that knows their business, that can help me with mine. I am no longer searching for a new adviser!