Eben Lok

Background

About Eben Lok

As a highly regarded and experienced financial advisor, I am focussed on delivering the best financial and personal outcomes for my clients. A Principal of William Buck’s Wealth Advisory team, this “relationship-based, listen-first” approach enables my clients to reach their financial and lifestyle goals, and achieve ultimate peace of mind. Having grown up in a family running a small business, I understand the opportunities and challenges along the path to success. It is this practical experience, strategic mindset, personal approach and track record that has led many clients referring their family and friends. Working closely with individuals, families, professionals and small business operators across industry, I provide trusted advice in areas including wealth creation, protection and transfer, lifestyle and retirement planning, budgeting, saving for first homes or multi-family properties and funding for children’s education. Since 2009, I have built a strong technical skill base and an acute understanding of the opportunities and challenges facing individuals and families who are trying to navigate the regulation, superannuation and investment maze. During my career, I have also worked with established banking, wealth management and accounting groups before joining William Buck’s leading Wealth Advisory team. I have completed a Master of Financial Planning.