How bright is your future?
We provide strategic financial advice to create wealth, protect assets, and plan for retirement
Our process
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Initial discussions
We'll get to know each other and identify your advice needs.
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Research
We'll analyse possible strategies to help you meet your goals.
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Advice
We'll show you your options and recommend a way forward.
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Implementation
We'll make it easy by taking care of everything for you.
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Review
We'll make sure you're tracking according to plan.
Having the right long-term strategy is the most important aspect in any financial plan. Utilising the resources you have, to maximise your financial future is the best way to become financially secure. You have to know where you want to end up, and our job is simply to help you get there.
Where do you see yourself in 10 years?
With so many distractions in our lives these days, it’s hard to know where to begin. You might have made a few good financial decisions so far, but you know you could be doing more.
At Neon Wealth, we help our clients stay on track so that they can focus on the other important areas of their lives. Whatever your end goals are, the decisions you make along the way can make all the difference.
How are you tracking?
What is the value of a financial adviser?
A new report has attempted to quantify the value of advisers and found that they deliver value of at least 5.7% or more every year to their clients beyond investment-only advice.
Expert advice
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Latest technology
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Brighter future
Send us a snapshot of your current situation and goals
Simply follow the prompts and enter some basic information about yourself, so that we can get a sense of where you’re currently at with your finances and the challenges you might be facing.
We combine cutting-edge technology and personal experience to help people grow and protect their wealth.
Contact us now to find out how we can help you.
Success stories
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Growing your wealth
Mark, 37 and Stacey, 36 had been busy growing their family and juggling work when they realised that they hadn’t allocated any time to growing their wealth yet. They knew there was more they should be doing but didn’t know where to start…
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Starting your investment journey
Andrew, 32 and Nicole, 33 had ticked most of the boxes on their to do list: Marriage, Kid, first home. The next step was to start growing wealth. They didn’t have enough for an investment property, however had read a bit about shares…
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Preparing for retirement
Ken, 58 and Diane, 56 knew there were still a few years before they could comfortably retire. However, Ken was hoping to scale back work to 3 days per week before pulling the pin. He was unsure what was possible…
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Buying your first home
Tom, 29 and Mel, 27 had recently married and were looking to buy their first home together. After years of renting, they wanted to finally have their own space (and buy a puppy). The first problem was working out how much they could afford...
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Enjoying your retirement
John, 66 and Jenny, 60 were struggling to enjoy their retirement from the money they had saved in their super funds. They had hoped that John would get the age pension with Centrelink, however he didn't qualify due to his assets…
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Sorting your super
Bec, 46 had been quietly stressing about her super funds for years. She knew she should consolidate everything but she also had multiple insurance policies in each of her funds and wasn’t sure if she should be cancelling her cover…
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Setting up your family
Bruce is already a client of ours who referred his son, Steve to us. He wanted to make sure that his grandkids would be looked after (financially) if anything were to happen to Steve or his wife, Brooke. This case had a few moving parts…
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Buying property through super
Tom, 39 and Angela, 43 came to see us because they wanted to have a higher level of control over the way their retirement savings were invested. They wanted to invest their retirement savings into real estate…
5 easy steps to your dream retirement
What our clients are saying…
Planning for a wonderful retirement
Creating the lifestyle you want in retirement starts with a solid, well thought out plan. There’s a lot to think about and the decisions you make now, can have a strong impact on how your retirement will unfold.
We are here to work with you to ensure your plan is appropriate to your unique vision for retirement. We can help to ensure that retirement is not only something to look forward to, but a wonderful chapter of your life once you start to live out your retirement dreams.
Advised aussies are better off on all fronts according to recent study…
Australians who seek financial advice measure better on all aspects of quality of life and better mental health, according to new research from the Financial Planning Association of Australia.
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