NeoWealth Management - Hawthorn (VIC)

5 /5 Sue Smith: I would highly recommend Mark King and NeoWealth Management. I have been with NeoWealth for over 7 years now, and the advice, counsel and service I receive is always extremely well considered and researched, accurate and delivered with a sense of urgency and diligence. Mark goes above and beyond, always demonstrating his understanding of my goals and lifestyle needs, by being proactive, personable and caring of me and my family. I am in extremely safe and expert hands that maximize my current and future financial situation.

5 /5 Erica M.: Ive been working with Mark for the past few months, and so far the experience has been really positive and reassuring. While its still early days, I appreciate his clear communication, and the time and support hes provided to help me with my financial goals. I feel more organised and in control than I did before, and I’ve found the process professional and thoughtful so far. I feel confident moving forward and would recommend Mark to others looking to get started with financial planning.

5 /5 Jane Moore: We have chosen NeoWealth Management as our primary wealth advisor. Mark King and the team are experienced professionals, having worked with Mark over the years he was the first person I thought of to support us with our personal wealth planning. We are working to ensure we have enough invested for retirement and Mark has provided us with a strong road map to get there . It can be a little overwhelming working through all the options and I’m glad we have Mark working with us to make sure we choose the right options for us.

5 /5 Tarquin Macmanus: Mark assisted us in establishing a greater understanding of our financial situation. He gave us insight into what our future can look like by applying different budgeting techniques and was able to solidify some of the methods we already had in place. Mark was very thorough in gathering information from us, as well as patient while we considered the statement of advice which he provided. I would highly recommend NeoWealth Management to anyone looking for financial advice and we look forward to working with them in the future to grow our wealth and financial security.

5 /5 Melanie Winter: Mark King of NeoWealth was recommended to me for a life and TPD insurance policy through my SMSF. I had obtained quotes personally, which seemed quite high, but Mark was able to source me a policy with a great insurer for less than half of what I had been quoted. There was a small brokering fee involved, which was more than acceptable considering the policy saving. The team I had the pleasure of dealing with were very thorough and responsive. Highly recommend NeoWealth if you are in the market for insurance through your SMSF.