About Neyos
Advice should be understood before it is accepted.
Our purpose
Neyos Financials exists to make careful, written financial planning available to people at every stage of life.
Financial decisions are rarely made in isolation. Insurance affects your estate, your registered accounts shape your retirement, and your business is often tied to your family’s security. We look at the whole picture, then go into depth where it matters most for you.
We would rather spend extra time making sure you understand a recommendation than have you agree to something you don’t. Every plan sets out what we recommend, why, and what the trade-offs are.
How we work
-
Plain language
If a recommendation can’t be explained simply, we don’t make it.
-
Fit before product
We recommend only what your situation calls for, and we tell you when that is nothing.
-
Accountable
Decisions are documented, plans are reviewed, and you always know how we are paid.
-
Working with your other advisors
We don’t give legal or tax advice. When your plan needs it, we work alongside your lawyer and accountant.
Licensing and disclosures
We publish the licences and registrations behind our advice, and how we are paid, on our Disclosures page, with links to the public registers where they can be checked.
Start with a conversation.
A first consultation is relaxed and comes with no obligation.