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Unlock your financial potential with tailored strategies that reflect your unique journey.

Unlock your financial potential with tailored strategies that reflect your unique journey.

Picture yourself living debt-free and enjoying a life without financial worries.

CHECK OUT ABOUT US

Services
Provided

super & smsf
 

Expert guidance on superannuation options and retirement savings, maximizing your potential to secure a comfortable retirement.

retirement
planning

Comprehensive planning for your retirement years, including wealth accumulation, income planning, and lifestyle considerations to achieve your retirement goals.

Personal
Insurance

Tailored insurance solutions to protect you and your loved ones against life's uncertainties, offering peace of mind and financial security.

tax minimisation strategies

Proactive strategies to minimize tax liabilities and optimize tax outcomes, maximizing your after-tax returns and preserving wealth.

investment
 

Strategic investment solutions tailored to your risk tolerance, time horizon, and financial objectives, aiming to grow your wealth and achieve long-term financial success.

Debt Management
and Reduction

Customized debt management plans to reduce debt burdens and achieve financial freedom, providing a pathway to debt-free living.

Estate
Planning

Comprehensive estate planning services to ensure your assets are distributed according to your wishes, minimizing taxes and providing for future generations.

More reason
to choose us...

Extensive Expertise

Neo Wealth Design's sharp and effective financial methods ensure optimal fund management.

Proven Success

Numerous successful portfolios and glowing testimonials highlight the company’s track record.

Exceptional Support

Dedicated support services keep clients consistently informed and aware of their financial status.

Together, we’ll create not just a financial plan, but a pathway to the dreams and goals that matter most to you.
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How can I prepare for
my financial advice appointment?

To receive the highest quality advice, it’s important to come prepared. Providing accurate information about your situation will enable our financial advisers to offer the best possible guidance tailored to your needs.

1

List your financial goal

2

Complete pre-appointment
questionnaire

3

List your current finances

how well can you handle your life

Effective financial planning equips us to navigate life’s twists and turns with confidence. By preparing for the unexpected and charting a course for our financial future, we gain the resilience to overcome challenges and embrace opportunities with ease.
"Chris has been providing us with financial advice for over 10 years. He invests time to understand your current and future needs.  His advice over the years has been great and more than anything else he cares.  We have no hesitation in highly recommending Chris."
Rosalind & Clive
Rosalind & CliveRetirees
"Chris is a true professional that has given us his support over many years. We have regular "catchups" with him where he gives us a complete rundown on how our managed funds are proceeding and makes excellent suggestions on how we should proceed for the next financial period. Chris has become more than a financial manager to us, we consider him to be more than that, he is a friend."
Don & Liz
Don & LizRetirees
"Chris has been our financial adviser for a few years now.  We have high praise for him, both personally and professionally.  We both highly trust his advice, and this has played out in our investments. Highly recommend."
Christine & Trev
Christine & TrevPre retirees
"Chris is an excellent Financial Adviser to work with as he explains everything in easy steps and ensures you fully understand before moving onto a new piece of information. He regularly makes contact when information needs to be updated or changed and always responds to any queries I send within a short time. I am extremely happy being his client for the past four years and happily recommend his services to future clients."
Helen
HelenRetiree:
"Working to understand my financial retirement plan, Chris from Neo Wealth Design planned a comprehensive statement for my retirement. Consultation with Chris is always positive and comprehensive."
Shelly
ShellyPre retiree
"Working to understand my financial retirement plan, Chris from Neo Wealth Design planned a comprehensive statement for my retirement. Consultation with Chris is always positive and comprehensive."
Shelly
ShellyPre retiree
"I consider myself very fortunate that Chris became my financial advisor many years ago. He patiently and meticulously explains the best strategies, thus ensuring I have complete confidence in both him and the plan we develop together."
Vicki
VickiRetiring any minute now
"Chris advice has set us on the path to a more secure retirement. His knowledge, experience, efficiency and his friendly nature make him a pleasure to work with."
Robyn & Mark
Robyn & MarkPre retirees
“Chris makes investing easy to understand and always has our best interests at heart. With his can do attitude and help, we’ve seen our savings grow and we feel confident about our financial future, especially as retirement approaches. We highly recommend his business and services”
Simone & Wayne
Simone & WayneWealth accumulators approaching retirement

Ready to take the next step towards financial success?

Schedule a complimentary consultation with one of our experienced advisors today and let us help you achieve your financial goals and dreams.
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Frequently Asked Questions

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Financial Planning Services are provided by Neo Wealth Design Pty Ltd ABN 25 611 862 554
they are Corporate Authorised Representatives of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735, AFSL 229 892.

Disclaimer : The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Neo Wealth Design strongly recommend that investors consult a financial adviser prior to making any investment decision
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