We are so impressed at Lucas's pro-activeness, advice, action and follow up. Lucas has kept us in the loop with financial opportunities that has strengthened our financial position and future. We are already reaping the financial benefits of our engagement with Lucas and are in the process of furthering our commitment to him. We feel confident that we are in safe and good hands as Lucas has always been thorough and honest and we appreciate his candid approach. Whilst Lucas is professional he hasn't lost that human element in his service delivery. We HIGHLY recommend Lucas and we continue to do so in sharing our experience with our networks and friends. The only regret we have is that we wish we had of met you years ago. Thanks Lucas, we are extremely grateful for your advice, guidance and wisdom, you have changed our future and our dreams in ways we could never have imagined. Hats off too to Mathew who has been an amazing support and team member. Cheers - Stu
After the death of my husband, Lucas ensured my allocated pension was working for me. His advice was very reassuring and very well planned. My investment and retirement forecasts were explained in layman’s terms and I look forward to a long association with Lucas. I would not hesitate to recommend his financial services to any of my friends or colleagues.
POSITIVE OUTLOOK TO RETIREMENT IN GOING FORWARD WITH INVESTMENTS PUT TO US AT THIS TIME IN OUR SMSF HE DID ALL OF THE SMSF SET UP WHICH WAS OUTSTANDING TO BOTH ME AND MY WIFE
Very knowledgeable, has an easy way of explaining the more complex parts of what he's doing and how he's doing it. Always has an answer for any question i ask him.
I was referred to Lucas services by a close friend and have been very satisfied with the quality of his professional advice. He has listened to my needs and prepared a portfolio investment strategy that has performed excellently.
RSM Financial Pty Ltd380-382 Canterbury Rd
Surrey Hills, VIC 3127
- 9:00am – 6:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 8
- First year providing advice 2008
- Years of experience 14
- Master of Financial Planning
My company only charges when clearly articulated benefits can be shown to of our advice financially and
Capstone Financial Planning Pty Ltd