New Zealand

“When a client refers you to their family members and friends you know you’ve built a valued personal relationship.”

Eben Lok

Principal, Wealth Advisory

Eben Lok is a Principal in William Buck’s Wealth Advisory team who is passionate about helping clients achieve their financial goals with confidence and clarity.

Eben takes a relationship-focused approach, working closely with individuals, families, professionals and business owners to understand their circumstances and develop tailored financial strategies aligned with their objectives.

Growing up in a family small business provided Eben with firsthand insight into the opportunities and challenges involved in building, managing and preserving wealth. This practical experience complements his expertise across wealth creation, retirement planning, risk management, succession planning, estate planning and intergenerational wealth transfer.

Known for his approachable manner and genuine care for clients, Eben is committed to providing advice that is both strategic and practical. He believes successful financial planning is built on long-term relationships, trust and clear communication.

Clients value Eben’s ability to simplify complex financial matters and provide guidance through life’s important financial decisions. Many are introduced through referrals from existing clients, reflecting the confidence they have in his advice and service.

Eben holds a Master of Financial Planning and is dedicated to helping clients build financial security, achieve their lifestyle goals and enjoy peace of mind.

The Facts:

Core Expertise

  • Wealth creation
  • Tax effective investment strategies
  • Superannuation and retirement strategies
  • Portfolio construction and management
  • Succession and wealth transfers
  • Personal insurance and wealth protection

Qualifications & Associations

  • Master of Financial Planning
  • Graduate Certificate in Applied Finance
  • Advanced Diploma in Financial Planning

Industries & Specialisations

  • Agribusiness
  • High net worth individuals and families
  • SME
  • Health Professionals
  • Succession Planning

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