From Reon Botha

It feels just like yesterday that I was preparing the first newsletter of the year and now we’re only a few weeks before EOFY is upon us. Where has the time gone?

Staff wise, Marc Scalercio has settled in well to his business development role and I’m sure he’s already reached out to many of you since his commencement with us. Always willing to assist with your quote comparisons and product queries, please make sure to take his call as he is driven to do all he can to create practice efficiencies in your business.

Our accredited webinar series continues  and based on the feedback we’ve received so far, the topics have resonated well with many who’ve attended. Don’t forget that these sessions are open to you and your support staff too! With the majority of the sessions delivered in just 30-minutes, they’re guaranteed to add value. Look out for our invites or you can register below.

Spotlighting a few members of our local powerhouse admin support staff. From left, Mariana, Danielia, Jen and Georgia (who is visiting us from NSW this week).

No matter who you deal with at NEOS, every member of the team strives to deliver standout service at every interaction.

Finally, if there’s anything that I or my team can do to help, please don’t hesitate to reach out. We’ll be happy to assist.

And remember, if you have any colleagues that don’t have an adviser code with NEOS and would like one, please send them our way and we’ll look after them.

Thank you for your continued support and partnership, it’s greatly appreciated and not taken for granted. We look forward to continuing these relationships into the future.


With EOFY around the corner, we’re committed to helping you get any outstanding business over the line by 30 June. As busy as this time may be, it’s also a good time to review your clients’ plans and policies to ensure they have adequate cover.

Here’s how we can help you get business done by the 30 June deadline.

  • The NEOS Experience – Our super-fast turnaround, streamlined underwriting and friendly service is all part of the NEOS Experience and means we get business done quickly.
  • The NEOS Life Platform – With NEOS, you have access to two high-quality life insurance products through one easy-to-use platform.
  • Dedicated support – Your dedicated BDM, underwriter and service consultant are here to support you.
  • Work with the best – NEOS was named 2022 AFA Life Company of the Year and was also recognised at the 2023 Adviser Ratings’ Awards winning all the service category awards.

At NEOS, you’re working with the best.


We understand the importance of continuing professional development (CPD) hours for advisers. That’s why we’re running regular webinars from our growing library of accredited presentations.

If you have any suggestions on topics you’d like to see covered in our webinar series, please don’t hesitate to let me know.


In the coming weeks, we’ll write to you regarding some exciting enhancements to NEOS Protection that will benefit new and existing plan holders.

The changes will help ensure that NEOS Protection continues to provide a competitive, sustainable offering that meets the best interests of your clients.


In the coming weeks, we’ll write to you regarding some exciting improvements to Encompass Protection that will benefit new and existing policy holders.

The changes will help ensure that Encompass Protection continues to provide a competitive, sustainable offering that meets the best interests of your clients.


The Life Insurance Code of Practice was introduced in July 2017 and set important benchmarks to ensure that consumers can take out life insurance with confidence, that, if the time comes, their life insurer will be there to support them.

The New Life Code, which will come into force on 1 July 2023, introduces over 50 new important consumer protections that cover every aspect of how customers interact with their life insurer – from the way products are designed, to how they are sold and for those customers who make a claim.

Key changes are around new protections for customers going through times of vulnerability, financial hardship or experiencing a mental health condition. NEOS is developing customer facing policies to support customers requiring additional support. These will be hosted on our new NEOS Group website page.


We announced that NEOS was named 2022 AFA Life Company of the Year and won several other awards as voted by advisers. These awards extend to our people showing their dedication and commitment to provide the best service to you and your clients.

We challenge ourselves to take service excellence to the next level by making life insurance easy and to continue investing in our people.

We’re therefore pleased to welcome a new service consultant in WA.

Jennifer Seagrove joined the WA team as a service consultant from Precept Financial Services, bringing with her over 11 years’ experience in financial services.

We’ll continue to invest in the resources we need to provide the best experience – the NEOS Experience – our advisers are used to.

Keep up with all things NEOS by following us on LinkedIn!


In case you haven’t heard, NEOS was named the Overall Platinum Life Company at the 2022 AFA Life Company of the Year awards.

In addition to this, we also won the Service Quality award (for the second year in a row), the Underwriting Team of the Year award (for the fourth year in a row) and the BDM/Support Team of the Year (for the third year in a row).

NEOS Protection also won product awards for Term and TPD Cover, and we were finalists for Income Protection and Trauma products.

Not only did we win AFA Life Company of the Year (even though we’re not an insurer), we were also recognised at the 2023 Adviser Ratings’ Adviser Choice Awards, winning all the service category awards – including Ease of underwriting, Platform Functionality, Adviser Support and Claims Handling – all for the second year in a row!

Paying claims is the sole purpose of this industry. That’s why we’re especially proud of this achievement and to see our commitment to delivering a great claims experience being recognised. If you missed our post on LinkedIn, hear what financial adviser, Daniel Isenhood had to say about his recent claim experience with NEOS.

We were also finalists for the Best Retail Life Insurer, Competitiveness of Product and Comprehensiveness of Modules making us a winner or finalist in seven of the nine award categories.

These awards are a testament to the dedication and professionalism of our employees in delivering the NEOS Experience to our customers, licensees, advisers and insurance partners.

If you’re not already working with the leader in Australian life insurance, or if you need a hand getting business submitted by the EOFY, get in touch today and let us show you why NEOS is the right choice.


We want to ensure we’re providing solutions to make advisers’ lives easier. So, if there’s anything you feel we could be doing better or if you have any suggestions on how we can improve the NEOS Experience, please let us know.

While this edition of our newsletter has highlighted some of the great successes we’ve recently had, we’re not too proud to think that we can’t be better.

Please don’t hesitate to reach out to me as your State Manager or alternatively your BDM. We’d love to hear from you! And of course, positive feedback is also appreciated.

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