Chris Markopoulos
Neo Wealth Design
Financial Planning does not need to be complicated. There are a few simple things we can do right away to make you feel more in control of your finances.
My team and I are ready to help whether you are at the beginning of your planning journey, needing a hand with a few things or if you are a little further down the road and are wanting to plan for retirement. We understand how important financial advice is, no matter the stage of life or the financial decisions our clients are faced with.
I am a father of two and in my spare time, I enjoy exploring the great outdoors with my young family and our English pointer, Jazz. It is this aspect of my life that underpins my financial planning values and philosophy - to truly understand the unique goals of the families I work with. Nothing pleases me more than to celebrate with my clients when they achieve their lifestyle and financial goals.
Expertise
My fees
Your first consultation with us will help us decide how we can help and the type of advice you are after. Our advice fees vary and are dependent on a number of factors; mainly complexity and the level of engagement desired by you. All of the costs will be explained and disclosed to you before you need to decide on them. Your first consultation is at our expense.
At a glance
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Adviser status
Gold
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Neo Wealth Design
Waterman Chadstone, Suite 510 , Level 2 (UL40), 1341 Dandenong RdChadstone, VIC 3148
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Lifespan Financial Planning
AFSL 229892
