Lucas started his career in financial services as an insurance and KiwiSaver adviser, working directly with clients to protect their income and grow their retirement savings. As part of the team that established Invicta, he has played a key role in building its Auckland presence, focusing on adviser development and ensuring clients receive clear, practical advice that delivers results.

Driven by Invicta’s motto of disrupt, innovate, and excellence, Lucas works to raise industry standards while building strong client relationships. Outside of work, he’s passionate about business growth, personal development, and golf, bringing that same ambition and focus to the way he leads his team and serves clients.

Tom co-founded Invicta Financial, growing it from the ground up into a nationwide team of over 20 advisers. With a Master’s in Applied Finance and Economics from the University of Canterbury, he’s moved from advising clients on personal insurance and KiwiSaver to leading and mentoring a team that delivers outstanding, client-focused advice.

A car enthusiast, golfer, and someone who can’t say no to a beer, especially if it’s with a client, Tom still values face-to-face conversations, even as the financial advisory industry moves increasingly digital.

Jared has been with Invicta Financial since the very beginning, starting as the marketing lead before earning his Level 5 Certificate in Financial Services and moving into advising full-time. Originally completing his university studies with the intention of becoming a PE and health teacher, he now works with clients on insurance, KiwiSaver, and financial planning, while mentoring a team to deliver the same high standard of advice he is known for, and ideally even better.

A self-confessed health geek, former bodybuilding competitor, sports fan, and outdoors enthusiast, Jared brings the same focus and discipline he values in wellness to the way he works with clients. He keeps financial advice clear, practical, and stress-free so people can feel confident about their future.

Andrew has been with Invicta Financial since its early days, starting as one of the first advisers and helping drive its growth into a nationwide team. With years of experience and expertise in personal insurance and KiwiSaver, he now leads a dynamic team of advisers, mentoring them to deliver exceptional advice — all while staying hands-on with clients, something he’s genuinely passionate about and loves doing.

On and off the court, Andrew brings the same drive and enthusiasm to everything he does. He’s a competitive volleyball player, loyal to the NBA, fuelled by good coffee, and someone who thrives on spending time with friends. His approach to financial advice is energetic, clear, and practical, helping people protect their future and reach their goals with confidence.

Robbie joined Invicta Financial shortly after the Auckland office was established, and has been instrumental in developing and mentoring the team. Holding a conjoint Bachelor of Laws and Arts degree, he combines analytical expertise with a client-focused approach to help families, professionals, and business owners create insurance and investment strategies that protect against life’s uncertainties and support long-term financial goals.

Outside of work, Robbie enjoys travelling, basketball, and exploring new cuisines. His passion for adventure and new experiences shapes his leadership style, fostering a versatile team that delivers comprehensive financial advice. Committed to trust, integrity, and dependability, Robbie builds lasting relationships and helps clients achieve financial confidence and peace of mind.