Lucas Yeung

I co-founded Invicta Financial with the goal of helping ordinary Kiwi families take control of their financial future. What started in Christchurch has grown into a nationwide team of over 20 advisers across Auckland, Wellington, and Christchurch. I'm self-motivated and results-driven, and I love what I do — whether that's helping someone get their KiwiSaver sorted for retirement or a first home, or making sure they have the right personal insurance in place. I studied at Lincoln University and hold a Level 5 Certificate in Financial Services from Open Polytechnic of New Zealand. As Managing Director, I focus on growing Invicta into a nationwide umbrella brand where clients can access all their key financial services in one trusted place. But I'm still hands-on with clients — that's the part I got into this for. Always happy to have a chat about KiwiSaver, insurance, or anything inbetween.