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Welcome to

Neo Wealth Design

Here at Neo Wealth Design, we understand that financial planning transcends mere numbers; it’s about turning your dreams into reality and finding fulfillment in your accomplishments.

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

about us

A company founded in 2024 by Chris Markopoulos, a seasoned financial adviser with over a decade of experience. Our mission is clear: to empower you to carve out a new path to prosperity

Derived from the Greek word meaning ‘new’, the name ‘Neo’ embodies our commitment to guiding Australians toward a fresh plan, a design tailored to achieve what matters most to them.

At Neo Wealth Design, we recognize that each individual’s financial journey is unique. That’s why we customize our strategies to align with your specific needs and life stage. Whether you’re just beginning your financial planning journey or are well on your way to retirement, we’re here to provide the guidance and assistance you need.

meet our team

Chris Markopoulos

Principal Financial Adviser
Financial planning all-rounder
Chris@neowd.com.au
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Jess Welsh

Office Manager

jess@neowd.com.au
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Sakula Vihanga

Client Services Manager
Admin Maestro | Wanderlust Explorer
Sakula@neowd.com.au
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Suzie Markopoulos

Admin Support | Marketing integration
Horticulturalist in the making
Suzie@neowd.com.au
Read More

Join us at Neo Wealth Design and let us help you build a future filled with new wealth, prosperity, and opportunity.

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 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
Financial Services Guide & Adviser Profile  |  Privacy Policy
© 2025 Neo Wealth Design. All rights reserved.

Chris Markopoulos

Principal Financial Adviser
Financial planning all-rounder<
Chris@neowd.com.au

Meet Chris, our Principal Financial Adviser. With a Bachelor of Business from RMIT and a Graduate Diploma of Financial Planning, Chris has been guiding clients through the complexities of financial planning since 2007. His career began at one of the big four banks before taking the leap to become an independent adviser over a decade ago. He’s here to help people from all walks of life navigate their financial
journey.

Chris has extensive experience in retirement planning, investment solutions, personal insurance, superannuation and much more. Most importantly he believes
that financial planning is about more than numbers—it&#39;s about people. His clients often become friends, a testament to the genuine care he brings to his work.

Outside of the office, Chris is a dedicated father of two who loves exploring the great outdoors with his family. They often enjoy ‘roughing it up’ and camping. His personal life feeds into his professional approach, where he’s committed to understanding and
helping achieve what’s truly important to each family he works with.  Nothing pleases him more than celebrating with his clients when they achieve their lifestyle and financial goals.

Jess Welsh

Office Manager

Jess@neowd.com.au

Meet Jess, our Office Manager. Jess has been a valuable member of our team since 2013, she supports both advisers and clients with her broad product knowledge and focus on compliance. Working closely with our principal adviser, Jess has a passion for connecting with people and delivering peace of mind. Across her time in financial services she values being a reliable support, and seeing families reach their financial goals. 

Jess is a busy mum to two boys, and loves getting outdoors with their golden retriever Sam. In her work she thrives on a positive team atmosphere and seeing clients receive the best service possible. 

Sakula Vihanga

Client Services Manager.
Financial planning all-rounder
Sakula@neowd.com.au

Meet Sakula, our Customer Services Manager who joined our team with a solid background in financial planning since 2017. Sakula is the friendly voice that helps our clients navigate their service needs, ensuring everyone feels heard and supported.

Working closely with our principal adviser, Sakula helps streamline our operations, making sure that our advice is not only top-notch but also delivered efficiently. Her approachable manner and commitment to making clients’ experiences positive are what make Sakula such an invaluable part of our team.

Suzie Markopoulos

Admin Support | Marketing integration Horticulturalist in the making
Suzie@neowd.com.au

Say hello to Suzie. Serving as our part-time administrative support, Suzie plays a crucial role in the smooth operation of our back office. Her role, though often behind the scenes, is essential in helping our financial planning team stay organised and focused on what they do best – serving you.

Suzie is mum to Cleo and Zoe and together with our principal, Chris, they make Neo Wealth Design a family owned and operated firm. They are committed to ensuring that the firm‘s family values are reflected in both their client services and the relationships they nurture.