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Calculations & Tools

A great selections of calculators and tools to help with all your financial needs. Areas include, Managing your money, Borrowing and credit, Superannuation, Retirement, Investing and Apps for your phone. Click here for more information...

Retirement Income Planner

If you are heading towards retirement it's important to have the correct financial plan in place.
The MoneySmart website takes a look at some important things you can do to secure your financial future. Other tools include a Super and pension age calculator, Retirement planner and Budget planner Click here for more information...

Publications

A choice of publications that you can download, view or print. Topics include Managing your money, Superannuation and retirement, Borrowing and credit, Investing, Complaints, Indigenous and Under 25's.Click here for more information...

NEO Financial Solutions

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

What we do

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:

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

Find Out More ... Contact NEO Financial Solutions 

   

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.

Professional Advice

  

Professional Advice

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.


Contact NEO Financial Solutions for more information

 

Peace of Mind

  

Peace of Mind

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

 

Client-Focused Advice

  

Client - Focused Advice

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.


Contact NEO Financial Solutions for more information

 

NEO FINANCIAL SOLUTIONS

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.

Tailored financial Planning

We're all different!
NEO Advisers know that the key to providing high-quality advice is ensuring that the advice is tailored to their clients specific situation and needs. We're all different, with our own specific goals and objectives that we wish to achieve. We all have different attitudes to investment and risk, and we all have contrasting needs when it comes to how much risk insurance we need, or on how much we would like to retire. By providing tailored advice to their clients, NEO Advisers are able to develop a strategy that is the right fit for you.

NEO is different because we aim to provide client-focused advice that is tailored to our client’s specific needs. Contact NEO to find out more.

Our Address:
 Ground Floor, 30 Summers Street
East Perth, WA, 6004
Hours of Operation:
 Mon. to Fri. 8.30am to 4.30pm

Disclaimer

The information displayed on this Web Site is a summary only and should not be construed as investment advice or securities recommendations. It is prepared for general information and not having regard to any particular persons investment objectives, financial situation or needs. No recommendation (express or implied) or other information should be acted on without obtaining professional advice.