Financial Solutions

Providing support to Financial Planners through a wide range of services and solutions – tailored to their unique situations.

Tailored financial support

What we do

NEO Financial Solutions is an Australian Financial Services Licensee, whose primary focus is to provide our financial planners with the tools and services, which enable them to grow their businesses and do what they do best – provide high quality financial planning advice, specific to their client’s situation. All backed by market leading technology.

AS part of our offer to planners we provide:

  • Offer

    The opportunity to promote your business under your personal identity;

  • Offer

    Top tier local support for your business;

  • Offer

    Compliance and paraplanning support;

  • Offer

    A research based approved list without platform restrictions.

  • Offer

    Ongoing professional development training;

  • Offer

    A range of services – business development, investment research, technical advice and referral partners;

How we can help

How we help

NEO Advisers are given the tools and assistance in offering holistic advice in 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;
  • Financial planning following redundancy;
  • Retirement planning;
  • Access to estate planning, including trusts, power of attorney and will preparation;
  • Succession planning; and
  • Savings plans.
Lets have a chat!

Let's have a chat!

If you are a Financial Planning Professional looking for a new AFSL or interested in understanding more about our service offerings, please contact us for further information about how we can help you.

What we focus on

NEO Advisers know that the key to providing high-quality advice is ensuring that the advice is tailored to their client's specific situation and needs. By providing tailored advice to their clients, NEO Advisers can develop a strategy that is the right fit for you.


Professional advice

NEO Advisers are highly skilled professionals who are backed by stringent education standards. We apply our own training 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.


Client -
focused advice

NEO Advisers 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.


Peace of

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