Edmond Lok

Ed’s favourite inspirational quote:

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

 – Warren Buffet

Ed has worked in Financial Services for seven years and joined our team in June. He has hit the ground running to support our clients in the areas of wealth investment management, superannuation and wealth protection.

Ed has a great appreciation for the foresight of individuals to seek financial advice. He calls his clients ‘accumulators’ – people who have their eye on the future and are keen to take the steps now to be better off.

The process of advice is different every time, because no one individual is in the same position as the next. Ed endeavors to understand the 360 context and, importantly, the end-goal, then sets about careful collation and presentation of information and advice to help get them there.

While the process is different, there is one consistent rule to Ed’s work – and that is transparency of information. He takes his role as advisor very seriously and aims to empower his clients through knowledge.

Ed has lived on the Central Coast since he was in High School and is a great ambassador for our growing region. For many years, he commuted to Sydney for work and is pleased to now work a little closer to home. It gives him more time at the beginning and end of each day to stay active and fit at the gym, spend time with his family and friends or delve into plans to build his new home.