ADVICE REIMAGINED
What happens when advice, AI and implementation finally connect?
Brisbane
20 Oct | Tue
Sofitel Brisbane Central
Now on waitlist
Sydney
22 Oct | Thu
Hilton Sydney
Now on waitlist
Melbourne
29 Oct | Thu
Metropolis Events
Adelaide
10 Nov | Tue
Aurora Skydeck
Now on waitlist
Perth
12 Nov | Thu
Dexus Place
Now on waitlist
Risk advice is at a genuine turning point. NEOS is bringing together advice businesses, technology providers and insurers for a national forum to work through what is actually changing, and what it means for the next phase of risk advice.
Choose a location that suits you across five cities and join us from 1:00pm to 5:00PM.
You can still join the waitlist by completing the form.
Join the waitlist
What you'll walk away with
NEOS leadership opens with their read on the market setting the context for where risk advice is headed and why the timing matters now.
A benchmarking session covering both platform performance and practice performance, from straight-through rates and time to on-risk to case size, lapse and retention, and what sets the top 20% apart.
A live SOA build: watch market first AI native platforms supported by NEOS' MCP turn hours of paperwork into minutes and witness how fast advice delivery can be.
A look inside two of the industry's leading AI-native advice platforms, already reshaping the admin side of advice, from meeting notes to file notes to fully drafted advice documents.
The NEOS Roadmap: a forward look to where the platform, product, and AI tooling is heading, and what this means for your practice.
Wind down with drinks and canapes and keep the conversation going with your peers and the people on the stage.
Our Speakers
Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions. They offer advisers the freedom to build a financially viable business with personalised support and access to Australia’s leading insurance providers.
Marloo is what comes beyond the CRM, enabling financial advisers to do their best work for every client. We turn meeting conversations, client documents, emails and historical records into file notes, advice documents, and answers you can trust - all in one place. More than 1,000 paying firms run their advice on Marloo today.
Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for meetings and generate advice documentation like RoAs and SoAs. Founded by former financial advisers and paraplanners, the team brings firsthand understanding of how advice practices operate. They focus on integrating quickly with a practice's existing processes and providing as much self-service efficiency as possible, backed by dedicated support wherever practices need it.
Plus a Local Professional Advice Guest Speaker
Hear directly from a practising adviser in your city. Learn what's working inside successful advice businesses today, from operational efficiencies and growth strategies to delivering better client experiences.