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.
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.
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:
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.
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.
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.