Hock Liaw

Willis Towers Watson

Silver
7 Yrs Experience
Melbourne, VIC 3000
Hock Liaw is an experienced Certified Financial Planner CFP® and member of the Financial Planning Association (FPA) of Australia. With years of prior industry experience, Hock has developed a reputation for excellence, client-centric advice and an easy-to-understand approach. But it’s his values and hard work that sets him apart. Personal attention and quality advice are the cornerstone of his practice.  His primary role is to provide you with comprehensive financial advice, tailored to your individual needs and goals. He has significant experience in wealth accumulation, superannuation and pension strategies for a broad range of clients, including Federal and ACT/NSW State employees. He also provides advice on the following defined benefit schemes where he looks to help clients maximise their final benefit entitlement, whether through retirement, redundancy, change of jobs or invalidity: * Commonwealth Superannuation Scheme (CSS) * Public Sector Superannuation (PSS) scheme * Military Superannuation and Benefits Scheme (MSBS) Defence Force Retirement and Death Benefits Scheme (DFRDB) * NSW State Super State Superannuation Scheme (SSS) * NSW State Authorities Superannuation Scheme (SASS) Hock believes in a unique approach of educating his clients and taking them along on a journey rather than just providing a financial plan full of jargon that not many understand.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Willis Towers Watson

Level 4, 555 Bourke St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Towers Watson Australia Pty Ltd

AFSL 229921

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"On every visit we have with Hock it always educational and enjoyable. He always ensures we fully understand our investments and tax strategies. He has a strong desire to educate and inform both me and my wife. He is genuinely excited about saving us tax and planning for our future, even though our numbers are probably a lot smaller than his usual clients."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We first visited Hock at a time of uncertainty where we were considering multiple options to better secure our financial future. Hock was patient in talking through our options, taking the time to understand our needs. He provided multiple investment and superannuation options, educating us through the process so as we understood each strategy, working towards being able to better manage our money independently. We benefited with Hock working in cooperation with other financial service providers to provide further advice across our complete financial situation. We are very satisfied with the advice provided by Hock, feel confident of our financial future and would have no hesitation in recommending him to others."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hock gave me advice in relation to my superannuation and my husband's superannuation. His advice helped me to make choices/decisions that best suited my personal circumstances. We were able to talk through different scenarios and options, as well as work out some strategies for the coming years to achieve the best possible outcomes. The advice given was exactly what I was looking for and provided in a timely manner."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hock has given me ongoing excellent advice in relation to paying off a loan, investing in super and managing it. He always explains things in a clear way and I have found that he has educated me about financial matters over time. I feel very confident that the advice Hock has given me will reap rewards. I have already paid off a mortgage in a very short period of time and then built savings for the future. i always receive Hock's full care and attention every time i need it."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"This is a good guy. Hock set about the mission I gave him (can I retire from a financial perspective?) with enthusiasm and diligence. Was always available and provided informed advice. Has great recall for your situation so you always felt like his only client. Very flexible and evidence based in his approach, he gave me confidence to make a decision to retire. Nothing was too much trouble. Never felt pressured but was guided down the best path for my circumstances. Highly recommended."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hock has provided me with accurate expert advice in a number of areas. He is highly knowledgeable, patient and clear, and very pleasant to deal with. I have recommended him to others, who have been equally pleased."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hock provided a huge help on assisting me to apply First Home Buyer Super Saver Scheme ,which released so much stress for me when I was first time to apply this and not sure what was the process . Hock can always explain complex questions in a easy way for me to understand and always quick response to my queries . He is reliable adviser who I will always refer to my families and friends ."

  • Superannuation
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Life Risk Specialists (LRS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2018

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Canberra (UC)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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