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Seneca Financial Solutions

Sep 26, 2018

Welcome to the Seneca FS Podcast. In this episode, we discuss everything you need to know about a professional investment advisor. What do they do? Are they really necessary? How do you choose the best person for the job? And what the difference is between a professional and an amateur. Each week we'll deliver you some...


Sep 17, 2018

Welcome to another episode of the Seneca FS Podcast. Answering an audience question, we explore what Luke thinks about the stem-cell research company, Mesoblast; What would Seneca do with a $50,000 investment for a 36yo with a high-risk tolerance; Plus some little-known secrets of the stockbroking industry. Each...


Sep 13, 2018

Welcome to another episode of the Seneca FS Podcast where we mix the professional with the personal as Luke shares his experiencing building and operating a wealth management business, managing a team and finding clients. He shares his visions and insights on what it means to create an outstanding business. Each...


Sep 4, 2018

Welcome to another episode of the Seneca FS Podcast where Luke answers the difficult question for any professional; What's your secret sauce? We learn what makes up an investors stock screen; How one should consider the analyst research; How to find value; Looking at investor presentations and other insider tips. Each...