“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.”