Lucas Barsby is a highly experienced and highly educated financial adviser, having worked as a planner since 2007, and in the industry since 2005.
Having worked through the Global Financial Crisis and other difficult periods in investment markets, Lucas specialises in simplifying complex financial matters and using plain English to provide advice that helps improve client finances and enjoys getting to know the interesting clients he works with as people, not numbers.
No fees are charged without your prior consent, and I will make sure that they represent value for money in your case before we proceed to get any work done. The first initial chat is at my expense, and any additional work can be done on an hourly rate basis or a fixed fee agreed between us.
Absolutely fabulous, very kind, patient and caring, as soon as I met him it was like I'd known him forever. Put me at ease, explained everything in a way I could understand, nothing was too much or trivial, great person to have in your corner.
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!
- Adviser status Platinum
- Number of reviews 27
- First year providing advice 2006
- Years of experience 17
- Master of Applied Finance
Rockhopper Wealth89-91 Murray St
Gawler, SA 5118
- 9:00am – 5:00pm Tuesday, Thursday
- 9:00am – 5:30pm Monday, Wednesday
- 9:00am – 5:00pm Friday
Capstone Financial Planning Pty Ltd