About us

NEO Financial Solutions is an Australian Financial Services Licensee (AFSL). The 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, tailored to their client’s specific situation.

We are an adviser-led AFSL that strives to ensure you have a compliant, efficient, and profitable business.

About us

Why Choose NEO?

NEO was established in 2010 to focus on quality advisers that put their clients first. The Approved Product List is product agnostic and research based so that advisers can tailor to the client needs and provide financial advice that is specific to each client.

NEO was established in 2010 to focus on quality advisers that put their clients first. The Approved Product List is product agnostic and research-based so that advisers can tailor to the clients needs and provide financial advice that is specific to each client. We are different because we not only provide licensee solutions and partnerships but ensure that we can offer a beneficial succession plan for you and your clients, all backed by market leading technology.

About us

Licensing &
Administration

Licensing and administration is the foundation of your partnership with NEO. We understand how time-consuming admin is and how stressful changing Licensee can be so our aim is to minimise your business disruption. Our application process has been designed to reduce as much hassle as possible and ensure a smooth transition.

NEO licensing includes the following:

  • Fixed 100% Remuneration structure
  • Competitive Professional Indemnity Insurance
  • Induction, coaching and training upon joining
  • Detailed operations manual
  • Broad APL
  • Full Xplan Templates and Support
About us

Practice Vision &
Design

Practice Vision and Design is a one on one process whereby we work with your business on several different levels depending on your requirements, to provide additional growth. The areas covered below can be accessed, delivered, and profited from, to add additional value to your business. At NEO we emphasise building your business to increase the impact you have on your clients.

  • Marketing
  • Web design
  • Pricing Services
  • Mortgage Broking and Lending
  • Practice Development
  • Business Strategy
About us

Professional
advice

We ensure that our advisers are highly skilled professionals who are backed by stringent education standards. We provide ongoing educational and technical training, on top of the industry standards, through several forums e.g. webinars, face to face & online. With regular reviews of your financial plans being an integral part of NEO’s service, we ensure that your plans are matching the ever-changing industry requirements. We believe in being pro-active rather than reactive.

  • Initial Pre-Vetting
  • Ongoing Education & Technical
  • Regular Compliance Checks
  • Bi-Annual Professional Development Days
  • Highly cost-effective, vetting & paraplanning solution available
About us

A partner that supports your
GROWTH.

Support to
financial planners

Our 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, tailored to their client’s specific situation. All backed by market leading technology.

As part of our offer to planners we provide:
  • The opportunity to promote their business under their brand along with the business identity of NEO;
  • High-quality local and Head Office support;
  • A comprehensive range of services -
    from business development and marketing, to investment research and technical advice;
  • Ongoing professional development training;
  • Compliance and paraplanning support;
  • Competitive licensee fees;
  • The opportunity to specialise in specific areas such as direct share investment and salary packaging; and
  • Access to more financial products from leading fund managers and insurance companies.