Licensing Options + Succession

NEO is providing top tier licensing options, complete client management solutions or a private succession plan. Learn about our service plans below.

Services
Premium licensing

Premium Licensing

A flat dollar licensing fee paid as a representative of the NEO AFSL to run and build your business

Join as a Corporate Authorised Representative (CAR) and/or Authorised Representative (AR).

You pay:

$27,500 p.a. dealership costs plus 3rd party costs (PI, ASIC Levy, etc)

We provide

  • Business risk review and assessment
  • Ongoing education (CPD) & Professional Development
  • Advisor technical resources and technology solutions
  • Compliance & Audit programs
  • Research & open approved product list
  • Commission administration
  • Statement of Advice (SoA) & advice vetting service.
Premium licensing

Platinum
Service

Premium + Back office, where the licensing fee is paid as a split of revenue and all support activities are completed for you.

Continue on as an AR or cease as an AR and continue as a Client Manager.

You pay:

40% of revenue
0% of back-office costs

We provide

  • Premium Licensing, plus:
  • PictureWealth's client technology and Adviser CRM
  • All back-office support staff & dedicated Client Services team
  • SoA's written and implemented
  • Reporting and revenue tracking
  • Specialist advice team
  • Marketing & public relations
  • Business development initiatives
  • Lead generation
Premium licensing

Private Succession

A beneficial exit for you, and best in class ongoing service for your clients.

Full sale;
Partial sale; or
Transitional sale.

NEO’s parent company, PictureWealth, is an active business acquirer and offers a customised succession plan to create a beneficial exit for you, and a value add for your clients.

Choosing the right partner when selling your business eliminates worry and uncertainty.

PictureWealth’s flexible approach is supported by in-house legal counsel, diligence, and finance teams, providing you with the resources you need to make the best decision for your business

Contact us

Where appropriate, you and your clients are matched to AR’s with specialist advisory capability, and supported by dedicated client services team members.

Implemented via our signature Client Transfer & Purchase Agreement.