Jack Lorton

Client Service Officer

Getting to know

Jack Lorton

Experience

Jack started his career at My Wealth Solutions as a work experience student whilst he was still at university. Upon completion of his Bachelor of Business, majoring in Finance, Jack joined the team full-time and has been helping clients achieve their financial goals ever since. He is currently working towards his Masters of Applied Finance.
Role

Jack primarily works with our existing clients. His main duties include: implementing financial plans, generating review reports and helping our clients with any queries they may have. He also assists the Financial Advice Team with any ad hoc tasks clients may have.
Outside of Work

Although his masters studies take up a large portion of Jack’s spare time, he can still be found keeping active and spending time with his friends.
What’s your favourite thing about being part of the MWS team?

Working with the team to help clients achieve their financial goals.
What do you wish people knew about financial planning?

The importance of having the right structures in place to ensure you have a clear understanding of where you will be when it comes time to retire.
What's your favourite book, movie and food?

Book: Kane and Abel by Jeffrey Archer
Movie: The Dark Knight
Food: Burgers
If you could give one piece of advice to the Jack from 10 years ago, what would it be?

Do not restrict yourself to thinking things have to be done in a preconceived way.
What's your weirdest office habit?

Singing randomly in the office.
What's the one thing about you that people would be surprised to learn?

I once played blackjack with Ed Sheeran.
If you could have dinner with anyone past or present, who would it be and why?

Lebron James, to ask him a range of questions regarding his life, how he deals with pressure, what makes him tick and general life advice.

CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D

CLIENT TESTIMONIAL

Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!

Rochelle

CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E

CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M

CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D

CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.

CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.

CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.

award winning and highly recommended