What they’re saying about NeoWealth Management

“Mark King has given me complete piece of mind. I have found his outstanding service to be reliable and informed, and he is always responsive, thoughtful and considered in his approach. As well as financial advice, he has a great network of mortgage brokers and estate planners that I have drawn on.”

Emma Houghton
Print Production Manager

“Mark from NeoWealth Management recently assisted me with my personal insurance needs. Mark was thorough, informative, detailed, helpful and very professional. He clearly identified my needs and found an appropriate product to match. I highly recommend Mark and NeoWealth Management and will continue to use his services in the future.”

Miranda Green
Human Resources Manager

“Mark from NeoWealth is great at what he does. He offers sound advice, has great communication, follows up and makes sure he really understands his clients needs. I have no hesitation in recommending Mark King and NeoWealth Management.”

Robert Green
Air Conditioning Technician

“Working with Mark was extremely easy and he was very informative and professional. I would recommend him to anyone if you want any personal insurance advice.”

Joshua Davis
Business Development Manager

“Full recommendation for the professional service provided. I was well informed and pleased to receive an outcome to cover our family’s needs into the future.”

Jordan Kruger
Finance Specialist

“…I have had a number of financial advisors over a many of years but unfortunately none of them have stood up to what they promised. With Mark King I have found a financial advisor who has integrity and who is well informed. He cares about his clients working for the best outcome for them. I can highly recommend him...”

Gunta Caldwell
Chiropractor, NET practitioner, Nutritionist, Psychotherapist

“An entirely professional organisation providing excellent wealth management services and advice. Very approachable and friendly service and always ready to help with first-class assistance and recommendations. An absolute pleasure to do business with this company.”

Bill Horley

“We found a good fit with NeoWealth Management after searching for years for a good, independent financial planner we could trust. We appreciate Mark King's honesty, efficiency and warmth. His replies to our queries are always prompt and he is always friendly and calm, no matter how tricky the question. We value his regular advice and know he has our best interests at heart.”

Harb Gill
Freelance Journalist

NeoWealth Management has enabled me to have a very clear and detailed financial plan. This was developed through a highly engaging and consultative process. Mark is always very responsive to my queries and is very customer focused. I benefit greatly from Mark's financial acumen and excellent communication. I highly recommend this service.”

Fiona Lynch
Senior Executive

NeoWealth Management offer a fantastic financial planning and wealth management service. Mark King's empathetic, consultative approach to establish our current position and mapping out goals for the future was excellent. Mark was flexible and sometimes worked with us late after work hours to establish our budget structure, savings plan etc. Additionally, Mark has always been very helpful when a query arose and worked quickly to provide the right advice as required. I view Mark as our "guardian of wellbeing" and strongly believe that his approach is consistent with all clients. If you're looking for a financial/wealth planner, I strongly suggest having a chat to Mark, he is awesome!!”

Nabil Datoo
Senior Business Specialist

“If anyone is looking for a fantastic financial planner, I couldn’t recommend more highly Mark King from NeoWealth Management in Hawthorn. An amazing job that involved a detailed report that saved us heaps of money by delving deep into all accounts, super funds, insurances, etc… A word of advice for all – check out exactly what you are covered for with respect to what you insure yourself for, what your super funds cover you for etc. You may be surprised that you are paying for something that doesn’t cover you in the event of illness, injury, trauma etc.”

Justin Moran
Managing Director, Just In Time Personal Training

“I engaged Mark to recommend what insurances my family required to protect ourselves now and in the future. Mark analysed our current situation, what our future goals were and discussed various scenarios in the event we were to trigger an insurance claim. Based on this, Mark provided a detailed advice document recommending what insurance types and cover amounts were required to protect my family. One of the best financial decisions I have ever made.”

Derek Ma
Director, Cotsford and Ma

“Since meeting with Mark to have my personal insurances and financial position assessed, I have not hesitated in recommending his services to colleagues, family and friends.

His professionalism, wealth of experience and subject matter knowledge put me at ease throughout the process. I have no doubt the advice I received, and consequently the strategies Mark has seamlessly implemented on my behalf are suited to my circumstances, and will hold us in good stead for the future.”

Daniel Paterson
IT Professional

“I recently engaged the services of Mark King to review my personal insurance arrangements. I was blown away with how detailed and specific the advice NeoWealth Management provided. Mark guided my wife and I step by step and ensured that we were well informed throughout the process. This was particularly comforting given the nature of our engagement and the importance of insurance cover for the financial wellbeing and protection of my young family.

I would certainly recommend NeoWealth Management to assist with personal insurances and any other financial planning need“

Hayden Cotsford
Director, Cotsford & Ma

“Mark King of NeoWealth Management has been fantastic in organising us financially and personally in the lead up to our retirement. We have been clients since early 2015 and from our very first consultation we have had the upmost confidence in Mark.

Until we met with Mark, no other advisor had really provided the assurance that they would be able to provide us with a highly personalised plan that considered our personal circumstances, organised our assets, and put us on the road to retirement.

In fact, I clearly remember the sense of relief following that very first consultation - walking to the car with my wife and commenting that Mark and NeoWealth will put together a plan that will take us to retirement - we were just rapt! That initial feeling of confidence in Mark has been there since day one.

From that initial meeting we have received an ongoing, highly personalised service, which has resulted in substantial savings for our family over this journey and allowed us to continually adjust/refocus/discuss our plan so we will achieve the goals we have always wanted too.”

Michael & Sandy Swallow
Business Development Manager & Teacher
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