Masterclass Series | September 2022 | The Value of Advice with Eben Lok
In just one hour, we’ll guide you through a detailed discussion structured around financial advice, what this means and how you can have greater financial independence and comfort about your financial security into the future.
WEDNESDAY 21 September | 7.00 PM – 8.00 PM ACDT (light refreshments included)
Networking from 6.30 PM
Marshall & Brougham | 12 Dequetteville Terrace, Kent Town SA 5067
OR ONLINE via ZOOM
The Value of Advice with Eben Lok
Financial advice has a significant role to play in the lives of Australians. Research shows there is a significant gap in retirement funding for future generations with many reliant on the Government to assistance with living expenses during retirement. Financial planning within Australia is severely under-valued and Australians need to be better educated about the value of retirement planning early in their working life.
Research shows that financial issues were rated as the top cause of stress for Australians. Understanding the opportunities and financial strategies early in your life will aim to improve your financial position before it’s too late. The value of advice will outline financial advice, what this means and how you can have greater financial independence and comfort about your financial security into the future.
About our guest speaker
William Buck has provided exceptional accounting and advisory services for over 125 years.
Our team of over 100 directors and 950 professional staff across 9 offices are 100% committed to delivering you the thinking and solutions you need, with the dedication and relationship continuity you deserve.
As a key advisor in William Buck’s wealth advisory team, Eben Lok seeks to simplify the path to successful wealth creation, wealth protection, lifestyle and retirement planning for his clients.
It’s his personal approach combined with genuine empathy that allows Eben to help clients reach their financial and lifestyle goals.
And this ‘relationship-based, listen-first’ approach works, judging by the high number if clients happy to refer Eben to friends and family members.
Since 2009, Eben has built a strong technical skill base and acute understanding of the opportunities and challenges facing individuals and families trying to navigate the regulation, superannuation, taxation and investment maze.
During his career, he has also worked with established banking, wealth management and accounting groups before joining William Buck’s leading Wealth Advisory team. This industry experience has proven valuable as he works closely with clients in making holistic recommendations regarding cash flow, superannuation, investments, retirement and estate planning, personal risk insurance, trust structures and wealth creation.
A member of the Financial Planning Association and Taxation Practitioners Board, Eben holds a Master of Financial Planning.
Join us on Wednesday 21 September, the SOL Results team looks forward to welcoming you. Buy your tickets now to secure your place!
