Dave Lucas

Name (Last, First)
LUCAS, DAVE
Company
Provincial Insurance Brokers Ltd and Provincial Wealth Ltd
Phone
063700450
Mobile
021 956 967
Address
107 Chapel Street
Masterton
Wairarapa
Email
[email protected]
Website
www.provincial.co.nz
Areas of Advice
Business Risk, Estate Planning, Financial Planning, Health Insurance, Insurance F&G, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds, UK Pensions
Professional Designations
CERTIFIED FINANCIAL PLANNER CM, Trusted Adviser, Financial Advice NZ
Profile
I commenced my financial planning career in 1981 in Auckland and moved to Wellington in 2013. I live in Greytown in the Wairarapa and work out of the Masterton office of
Provincial Insurance Brokers & Provincial Wealth. My goals-based advice is independent and is reviewed annually with clients. I prefer to provide you with unique ideas that are spread across all areas of life and circumstances so that you can move forward with the appropriates steps for you and your family.
Dave Lucas, Financial Planner