Outlook Financial Solutions (Outlook) is the preferred provider of financial planning services to bankmecu customers.
Outlook is a specialist financial services organisation assisting clients to achieve their financial goals and enhance their lifestyle.
They provide a full range of wealth management services to high net worth and affluent clients, including strategic financial advice, portfolio administration solutions, portfolio construction and management services, life insurance solutions, finance broking, share market trading and corporate superannuation services.
Outlook can provide advice in all areas of financial planning. These include:
- Retirement planning
- Wealth creation
- Savings plans and education funding
- Centrelink entitlements
- Redundancies and rollovers
- Gifts and inheritances
- Life insurance
- Estate planning
- For further information about Outlook Financial Solutions, visit their website at http://www.outlookfs.com.au/
In addition to complete integrated financial advice, Outlook can also help you with advice on one-off financial queries. Such a service may be suitable for people who only wish to consider a single aspect of their finances. For example, advice on choosing the right investment option for your superannuation, assessing your level of Centrelink support in retirement or even advice on developing savings plan to accumulate a deposit for home purchase.
free information seminars
It is important to stay in control of your financial future. One of the ways of achieving this is through knowledge and information. Outlook conducts free seminars on a regular basis. These seminars are an excellent source of general information. Unlike other financial planning seminars, these sessions are not focused on product selling. The objective is to educate and inform people about the financial strategies and alternatives they could consider.
For more information or session details, call 132 888 or email WealthProtection@bankmecu.com.au
would you like to know more?
You can make an appointment to meet one of Outlook's advisors by completing our online enquiry form.
Appointments are available at bankmecu service centres and Outlook's Brisbane, Sydney, Canberra, Melbourne, Adelaide and Perth offices.
Mail to: Wealth Protection Team, Private Bag 12 Kew VIC 3101
Telephone: 132 888
Facsimile: 03 9854 4862
Outlook Financial Solutions is a trading name of the Shadforth Financial Group Limited ABN 27 127 508 472 AFSL 318 613. Outlook is a proud member of SFG Australia. SFG Australia Limited (formerly Snowball Group Limited) is a leading non-aligned client focused financial advice and end to end wealth management firm, listed on the Australian Securities Exchange.