NEO holds an Australian Financial Services Licence (number 385845) and licences and supports Financial Planners in their businesses.
Give Support to Financial Planners
NEO’s primary focus is providing our financial planners with a range of services, helping them to grow their businesses and do what they do best – provide clients with financial planning advice.
As part of our offer to planners we provide:
NEO Advisers offer a holistic approach to your financial needs by providing access to a wide range of integrated financial services, including:
NEO Advisers are highly skilled professionals who are backed by stringent education standards. We apply our own educational filter to our advisers (on top of industry standards) to ensure that our advisers are highly knowledgeable, well trained and able to provide high quality advice.
Our main goal is to help Australians meet their financial and lifestyle goals and protect their families. But we also work hard to provide you with peace of mind.
Finally, regular reviews of your financial plans are conducted as an integral part of NEO's service, ensuring your financial plan is up-to-date and matches your current and future financial needs.
Contact NEO Financial Solutions for more information
NEO Advisers each own their individual financial planning practices, which operate within the NEO network. As small business owners, our Advisers know that the success of their businesses is reliant on the commitment that they provide to their clients. For NEO Advisers, their clients are not just another number; they are an integral part of their business. NEO Advisers seek to build a dedicated and long-term partnership with their clients and are committed to helping their clients through all the stages of their financial lives.
If you would like to meet with a licensed NEO Financial Adviser or you are a financial services professional who would like to join the NEO team, please contact us for further information about how we can help you or your business.