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).
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.
Plan details
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.
100% revenue to you
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.
Plan details
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
100% back-office provided
Private Succession
A beneficial exit for you, and best in class ongoing service for your clients.
Full sale;
Partial sale; or
Transitional sale.
Plan details
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
CERTAINTY, CONTROL & A BENEFICIAL OUTCOME
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.