NeoWealth Management - Hawthorn, Victoria

Sue S.

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.

Melanie W.

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.

Jane M.

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.

Miranda V. S.

Mark has been incredibly helpful, guiding me through thoughtful ways to invest my money. He’s patient, knowledgeable and has a wealth of experience. I’d easily recommend him to support you with managing your finances.

Karen W.

We were recommended to Neo wealth by some friends. As recent migrants from the UK, we have been incredibly grateful and impressed by Mark and his team. Professional, timely and extremely thoughtful, he has helped us identify a terrific mortgage broker, buy our first Australian home and better understand Super and insurance in Australia. We cannot recommend their services highly enough.

Tarquin M.

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.

Kokulan G.

I can’t recommend Mark and his team enough for their support and services. We are a young family planning through the next phases of our lives, and Mark was so attentive to our family's financial goals, estate planning requirements, and the lifestyle we wanted to maintain. He worked with us and put together a comprehensive plan that we could execute to sustain and create wealth, along with a strategy that will work toward our aspirations, making the best use of our assets and income.

I always thought I was good with our budget and savings. However, having someone like Mark come in to review and provide his independent advice, as well as his understanding of different financial products, really made us feel much more confident in managing our budget and continuing to build wealth for our children.

Caitlyn

Mark was super helpful - he really took the time to break down where we’re at with our finances and helped us understand all the options for what we can do next. Definitely recommend him if you're looking for some solid advice.