NEO Financial Solutions

Company Background

NEO holds an Australian Financial Services Licence (number 385845) and licences and supports Financial Planners in their businesses.

What We Do

Support 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:

• the opportunity to promote their business under their identity;
• high-quality local support;
• a comprehensive range of services – business development and marketing, investment research, technical advice and referral partners;
• ongoing professional development training;
• compliance and paraplanning support;
• equity participation in Neo;
• the opportunity to specialise in specific areas such as direct share investment and SMSF’s; and
• a research based approved list without platform restrictions.

NEO Advisers offer a holistic approach to your financial needs by providing access to a wide range of integrated financial services, including:

• tax-effective investment planning;
• savings and wealth creation strategies;
• cash, fixed interest, property and share investments;
• diversified investment strategies;
• life insurance and financial protection assessment;
• salary packaging;
• master trust services;
• superannuation and rollover investments;
• financial planning following redundancy;
• retirement planning;
• access to estate planning, including trusts, power of attorney and will preparation;
• succession planning; and
• savings plans.