Lucas Barsby

"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 advisor 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 advisor!"

"Lucas has exceptional knowledge and is able to provide advice I feel confident was in one’s best interest. Very approachable and is always willing to help."

"I had been apprehensive in seeing a financial planner not knowing what to expect, but Lucas has shown the value and importance of having a knowledgeable and trusted professional analysing and managing my finances. He was not only knowledgeable, he also took the time to understand and consider my short and long term financial and life goals. He kept me updated through every step of the way and was incredibly efficient and easily contactable (particularly helpful when there was a looming deadline on an application I made a last minute decision to submit). Many thanks to Lucas for his help and highly valued advice."

"Lucas was recommended to us by our family and we have soon become confident in his expertise and trust him to give us advice on money matters. He has the ability to clearly explain money situations in a professional manner and makes us feel comfortable to ask questions so that we can understand clearly. We have full trust that Lucas will advise us through our Superannuation and Centrelink matters in the future. Brian and Glenys"

"Lucas has given us advice and help in managing our superannuation fund and general advice with all life issues regarding our life and well being, including centre link issues. He is always there for us when we need him! A great bloke ! We can thoroughly recommend him!! Pam&Geoff 5116"