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.
Hock is very responsive and he gets things done! He cares about his clients very much and would go above and beyond for them. He is professional, trustworthy, and easy to work with. He is a good financial planner you can rely on.
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.
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.
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.
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.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2015
- Years of experience 8
- Certified Financial Planner (CFP)
Certus FinancialLevel 50, 120 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call