Our
Story
LKFS is a contemporary Lending and Financial Planning business with a traditional heart. The ethical, person-to-person principles established in 1994
by LKFS founder, Luke Kouzapa, are still fundamental to the way we conduct business today. However, the world has become a far
more dynamic place since then and so have we. Our expertise has evolved into using holistic strategies encompassing
Life, Knowledge, Freedom and Security – the new LKFS.
LKFS is a team of incredibly passionate people, all highly skilled in finance, directed by
Lending Specialist, Peter Morgante, Financial Planner, Bill Antoniou and Financial Specialist and Managing Partner, Theo Kouzapa.
We’re driven by purpose, not just profit. At LKFS we aim to make a lasting difference and reshape how great financial advice is experienced. We are committed to talking openly about money, sharing our knowledge and raising awareness; helping to empower and educate our clients and community to make good financial decisions and avoid costly mistakes.
LKFS is 100% client-focused – we have an intrinsic drive to be of benefit to every person who comes to see us, no matter their circumstances, goals or stage of life. Building lasting relationships is paramount to our success as a business. We love people, we ask lots of questions, we get to know you and we take the time to listen – it’s why over 90% of our referrals come from existing clients.
Today, LKFS is driven by a shared passion to change the perception of financial services forever. We still have a bit of work to do, but we’re incredibly proud of our success, the modern-day financial services business we’ve built and the amazing people we work with.
Our values
At LKFS, our core values are excellence, ambition, respect, happy people and helping others. Our service is designed to fit around your values. As our relationship develops, so will our understanding of who you are and what matters to you.
We are a business that was established to do good. We measure our success based on the impact we have on our clients’ lives, the way in which we engage with our community, the way we govern ourselves and the way in which we look after our team.
Our aim is to change the way people think about numbers and finances by providing education, assurance and empowering our clients with the knowledge to make better informed decisions today, tomorrow and in the future. Of course, we’ll be there to hold their hands.
