We'll get to know each other over the course of a few face-to-face meetings and phone calls. From there, we will be able to identify your advice needs.

Before anything even begins with our advice, you’ll let us know what it is that you are looking for at this stage in your life. We’ll discuss your short, medium and longer term goals and explore the objectives that need to be achieved for your personal circumstances. Your initial feedback and input during this phase of the process is very important, so be sure to give us as much information as possible.

We'll gather all of the necessary information from yourself and various financial product providers. Once we have all of this information, we will analyse possible strategies to help you meet your goals.

Great communication is key to the success of any advice project. Your dedicated team will be in constant communication with you to ensure you know what is happening at every step of the way. Call us any time of the day and your advice team will be ready to answer your questions.

Once we have found the right strategy for you, we will produce a comprehensive document known as a 'Statement of Advice'. This will cover all of the recommendations including why you have sought our advice, the alternative strategies we considered and how our advice puts you in a better position than you were before you engaged us.

We believe in providing you with a transparent advice process. That is why we provide you with a comprehensive advice proposal and all of the information about your project up-front. There are no hidden surprises when you engage our services.

Once you understand and are happy to proceed with the Statement of Advice, we will start processing the various applications and paperwork for you. Our goal is to make this process as easy as possible for you. Therefore, if there is anything that we can lodge/follow-up instead of you, then we will do it.

Not all advice recommendations are created equal. A thoroughly researched and tailored advice program can make a huge difference to your life when planning for the future. Neon Wealth has gained a reputation in the financial advice industry for creating value in our clients lives and making the process as painless as possible along the way.

Once the dust has settled on your particular advice project, we will track your progress and catch up on a regular basis (usually yearly) in order to ensure the long term success of your goals. In these review meetings we will also make any necessary tweaks to the original advice provided, as well as provide further advice to you if needed.

Every aspect of our advice service to you is a priority. From your first meeting to your annual review. By committing to exceptional customer service and going the extra mile, your relationship with Neon Wealth is one that you will be excited to continue into the future.

You can now rest easy knowing that you have a team of experts working with you to ensure you achieve your financial goals.

Our head office is located in Brisbane. However, we service clients from all over Australia, often utilising digital solutions such as DocuSign and Zoom (for clients that prefer this method of communication).